Overview of the Role
The Mortgage Broking Assistant is responsible for managing loan applications from initial document preparation through to post-settlement functions. This includes liaising with clients, financial institutions, and other stakeholders to ensure a seamless and efficient loan process.
Main duties include:
- Gather information from clients, retrieve documentation and process applications from the initial document preparation through to post credit functions
- Submit loans and processing approvals through to settlement
- Analysing Lender, Credit and Application submission requirements
- Tracking the progress of loan applications through to settlement
- Communicating with all parties to the transaction, i.e. clients, banks, settlement agents/solicitors, debt collectors, real estate agents.
- Keeping the client and business partners updated throughout the loan process
- Handles broker management and support
- In-charge in post settlement customer care
- Maintaining database system i.e. updating client information
Requirements
- Bachelor's degree in Business Administration, majoring in Accountancy, Management, Finance, or other related fields.
- Open to fresh graduates
- Preferably has experience in using MyCRM, ApplyOnline, or similar CRM systems.
- Strong knowledge of MS Outlook, Excel, Word, and PowerPoint.
- Understanding of diverse banking sectors, including asset finance, cash flow lending, debtor finance, and property finance (preferred).
- Ability to manage loans efficiently from submission through to settlement.
- Excellent written and verbal communication skills.
- High attention to detail to ensure a seamless client experience.
Benefits
- Salary increments on the 6th and 12th months, with annual performance appraisals
- 500K per incident HMO coverage + Dental & Optical benefits
- Career growth opportunities
- 2-week paid Christmas vacation
- 25K Educational Assistance
- Referral bonuses
- Leave encashments
- Company savings plan
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Skills Required
- Bachelor's degree in Business Administration or related field (Accountancy, Management, Finance)
- Open to fresh graduates
- Experience using MyCRM, ApplyOnline, or similar CRM systems
- Strong knowledge of Microsoft Outlook, Excel, Word, and PowerPoint
- Understanding of asset finance, cash flow lending, debtor finance, and property finance
- Ability to manage loans from submission through to settlement
- Excellent written and verbal communication skills
- High attention to detail
What We Do
We are an Australian company that has operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 250 of the most innovative and disruptive financial services firms across Australia. Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
