Broker Assistant Home-based

Job Description

About Us:

Outsourced. ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the worlds leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1,000 talented professionals

Responsibilities

• Your core responsibility will be to manage the end-to-end mortgage application process, complying the required information to meet the lenders criteria. Including instructing valuations, interest rate pricing, completing servicing calculators amongst lenders on the panel.
• As required, you will liaise with clients via phone and email to collect the relevant details, including a client profile/fact find, budget, supporting documents, for loan assessment.
• As required, you will liaise with lender and other agents to drive the lending scenario analysis, structuring and preparing loan application, including completing servicing calculations, to meet the clients expectations.
• Being able to structure a loan, putting it all together for compliance and approval. This includes understanding the clients motivation for obtaining finance, interpreting details and documents provided by clients. Compiling loan application together ready for submission to lender and completing all compliance checks required.
• End to end process the loan application from submit to post settlement. Liaise with the client and broker and manage the application. Stay ahead of the client and broker with communication, tasks, and timeframes. Truly manage the process and outcomes.
• We always encourage continuous improvement and team development - Improving internal tasks and procedures, client communication, ensure high level of product and lender policy knowledge.
  
  

Requirements

• A finance / accounting background or degree is preferred.
• A qualification in Mortgage & Finance Broking desirable but not mandatory.
• Experience in Australian loan processing is a preferred
• Knowledge of current Australian lender policies and capacity to stay on top of lender and market policy movements is an advantage.
• Honest, reliable, and hardworking is essential.
• Strong problem solving, and mathematical skills are required. Think outside the box and a strong desire to solving problem is required for this position.
• Strong communication skills (verbal and written) are required. You will be required to deal with clients via email and phone daily.
  
  

Work Location

• Home-based
• Should have strong internet connection (minimum of 20 mbps)
• Should have own Laptop/PC (minimum of i5 8GB RAM)
  
  

Note: As part of our recruitment process, we conduct a background check on all hired candidates. Please ensure that all required documents are prepared and submitted promptly.

By clicking on the "Im Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.

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