Mortgage Broker Support Specialist

Job Title: Mortgage Broker Support Specialist
Department: Home Loans
Location: Cebu
Reports To: TBA
Rate: Php200.00-240.00/hour

Job Summary
The Mortgage Broker Support Specialist plays a vital role in assisting mortgage brokers by managing loan packaging, processing, and settlements. This position ensures a seamless loan application process by liaising with clients, lenders, and solicitors, maintaining accurate documentation, and supporting performance monitoring. The ideal candidate will have experience in Australian loan processing, strong communication skills, and proficiency in relevant software applications.
Key Responsibilities
• Assist in preparing and processing loan applications from pre-submission to lodgments, ensuring all necessary documentation is accurate and complete.
• Manage the settlement process by coordinating with clients, lenders, and solicitors to ensure timely and accurate completion of all required steps.
• Maintain professional communication with clients, lenders, and solicitors to provide updates, answer inquiries, and address any concerns throughout the loan process.
• Utilize document management tools (e.g., Dochub, PDF processing, Google Suite: Docs, Sheets) to organize and maintain accurate records of all loan-related documents.
• Operate Customer Relationship Management (CRM) systems such as AOL, Mercury, or similar platforms to track loan applications and client interactions.
• Independently identify and resolve issues that may arise during the loan process, making informed decisions under pressure to ensure client satisfaction and process efficiency.
• Prioritize tasks effectively to manage multiple loan applications simultaneously, ensuring deadlines are met with minimal supervision.
• Adjust to changing tasks and urgent requests, demonstrating flexibility and a proactive approach to dynamic work environments.

Required Qualifications
• Minimum of 1 year in Australian broker support, specializing in AU loan processing.
• Bachelor’s degree in Finance, Business Administration, or a related field is a plus.
• Strong verbal and written communication abilities.
• Proficiency in Google Suite and relevant document management tools.

Preferred Skills and Competencies
• Experience in loan packaging, processing, and settlements.
• Ability to communicate professionally with clients, lenders, and solicitors.
• Skilled in using document management tools such as Dochub, PDF processing, Google Suite: Docs, Sheets.
• Familiarity with AOL, Mercury, or similar CRM systems.
• Capacity for independent problem-solving and decision-making under pressure.
• Strong time management skills with the ability to work with minimal supervision.
• Ability to multitask and effectively prioritize workload.
• Adaptability to changing tasks and urgent requests.

Technical/Software Requirements
• Equipment: Reliable work-from-home setup, including a laptop (Intel Core i5/i7 or AMD Ryzen 5/7, M1 for Mac, 8GB RAM), a noise-canceling headset, and at least 10Mbps internet speed.

Additional Information
• Other duties may be assigned based on business needs.
• The role requires adaptability to work in a dynamic environment with evolving priorities.