AU Mortgage Broking Support
On-site (either IT Park Cebu / Robinsons Cybergate Delta Davao) or WFH
About the Role
The Mortgage Broking Support involves managing client documentation, supporting loan applications by handling credit analysis and related processes, and preparing necessary forms for lenders. You’ll be responsible for conducting thorough financial assessments to determine clients’ needs and evaluate suitable funding options. Additionally, the role requires maintaining up-to-date client information in the CRM and coordinating with banks, solicitors, and clients to facilitate smooth and timely transactions.
Ideal Candidate (Must Have Requirements)
- Must have completed 2 years in college (any course). Having Cert IV in Finance and Mortgage Broking is a plus
- With at least 1 year of solid experience supporting an Australian Mortgage Broker or Broking Firm
- With solid experience using mortgage broking CRMs or software like MyCRM, FLEX, Mercury, Infinyty, SalesTrekker, or ApplyOnline
- Experience with the end-to-end Mortgage Loan Process
- Excellent verbal and written communication skills and strong research skills
- Employee work set-up will be dependent on the client’s discretion
Tasks and Responsibilities
- Collecting, preparing, verifying, and maintaining all necessary client work papers and information
- Assist in the Loans Application Process (Loans processing, credit analysis, parabroking, etc.)
- Preparation of lender application form and DA forms
- Conduct needs analysis, product assessment, and funding position based on the client’s situation
- Manage, review, and update client data in the CRM
- Liaising with banks, solicitors, and clients as necessary
Discover More Openings
Didn’t find the right role yet? Check out more opportunities waiting for you.
Front-End Developer
Internal Job Position
Join a global Product Team as a Front-End Developer. Build responsive interfaces with React, TypeScript, JS, guided by the Senior Product Lead, and grow in Jest, Cypress, and AWS tools.
Relationship Manager
Internal Job Position
The Relationship Manager will be responsible for managing and nurturing client relationships in their dedicated portfolio to drive retention by delivering the very best service.
Full Stack Developer
Internal Job Position
Join a global Product Team as a Full-Stack Developer. Build scalable apps with Ruby on Rails, React, TypeScript, and APIs, guided by the Senior Product Lead. AWS/GCP/Azure and Docker/K8s/RML growth opportunities.
Frequently Asked Questions
