Job Description

Role PurposeGathering information and documents for the borrowing capacity assessment and application process. The ability to review documents and data as a credit analyst, and ask the right questions upfront. Prepare and package applications to ensure a clean application and an improved chance of one-touch approval.Responsibilities include:

• Collect the correct documentation and fact-find information required for a borrowing capacity assessment.
• Run, review and assess a client's credit file.
• Ability to order valuations and use several different lender portals.
• Applying a credit analyst mindset to the collection and review of all documents prior to up load to Apply online.
• Understand lender checklists to ensure correct information and documents are provided.
• Correctly complete lender-specific forms for a loan application.
• Review a servicing calculator, and lender pricing and confirm accuracy.
• Correctly complete and submit clean applications with minimal further information (MIR).
• Responding and work-shopping with assessor or BDM for more information requests (MIRs).
• Liaising with lenders, solicitors, brokers, and clients throughout the approval process.
• Proactive follow-up of applications with lenders.
• Maintain CRM, ensuring detailed notes and current tasks are current at all times.
• Ensure all deals meet industry and aggregator compliance requirements.
• Build rapport with Mortgage Planners, BDMs, Strategists, and other key stakeholders.
• Schedule appointments were necessary between the client and the broker.
• A ''can do'', positive attitude to achieving results.
• Contributing to development ideas, and raining ideas to ensure high-quality submissions and improved customer satisfaction.
• Continuous learning policies and development to expand your knowledge of lender products, policy, and requirements.
• Experience with Infinity, Apply online, HubSpot, and Gmail is highly regarded.

General requirement:

• Minimum 1-2 years experience in a similar role for an Australian mortgage broker
• Exceptional work ethic and attitude for success
• High attention to detail
• Ability to prioritize well and manage your daily tasks to meet deadlines
• A collaborative teamwork mindset
• Proactive and self-motivated, with the ability to take the initiative of daily workload
• Excellent communication skills and dedication to setting realistic client expectations
• Ability to identify and solve problems

Work PC Hardware Requirement

• Stable fiber optic internet connection with min. 50/20Mpbs typical speed
• Clear webcam, mic, and headset with noise-canceling features
• Quiet and bright working space

Hiring Procedures:

• Phone Screening
• Hardware check
• Video Interview

• Pre-employment background check after a job offer

Work Schedule

• 40h/week following Australian working hours
• Monday to Friday 8 AM - 5 PM PHT

Job Types: Full-time, PermanentSalary: Php30,000.00 - Php40,000.00 per monthBenefits:

• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• 13th month salary

Application Question(s):

• What is your expected salary?
• Do you have experience in Australian Home Loan Mortgages?