Mortgage Broker Assistant / Loan Processor

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Finalize selections of lenders tailored to client requirements and loan strategies.

• Execute precise funding calculations.

• Ensure accuracy of data and input notes into CRM systems, utilizing AI tools whenever feasible (target: at least 2 files per day).

• Provide support for lender servicing and become acquainted with essential bank policies.

• Oversee the ApplyOnline (AOL) loan submission process.

• Manage SMSF structures and applications for self-employed loans.

• Evaluate income documentation by reviewing payslips and both company and individual tax returns.

• Conduct follow-ups on lender files and monitor their progress.

• Adaptively assist with ad-hoc tasks and effectively manage multitasking during shifts.

• Support back-book client management (preferred but not required).

• Guide the client review process comprehensively, extending beyond mere meeting scheduling.

• Communicate with clients predominantly through email (no outbound calling necessary).

• Uphold professionalism with both clients and internal teams; maintaining a positive demeanor and collaborative spirit is crucial.

• Take part in regular team Zoom meetings for updates and team-building activities.

⛳️ Requirements

• At least 2 years of relevant experience.

• Proficient in MyCRM and ApplyOnline.

• Strong capabilities in Microsoft Excel and Word, including the creation of spreadsheets.

• Exceptional attention to detail, particularly in data entry and documentation.

• Ability to manage multiple tasks and work autonomously.

• Proactive problem solver with a positive and engaging presence within the team.

🏝️ Benefits

• Opportunity for professional growth and development.

• Collaborative and supportive work environment.

• Flexible working arrangements.