Full Time
PHP45,000
40
Apr 24, 2024
We are looking for a self-driven, determined, smart, and reliable go-getter to join our team in Mortgage Broking Australia!
You will be responsible for end-to-end loan application process, document collection and sorting, checking living expenses and income, serving calculations, packaging & processing client loans, data entry, administrative support to Mortgage Broking office, loan follow-up tasks and liaising with banks to follow-up and provide updates on client’s applications.
Money Links is an award-winning full service residential and commercial loan brokerage that was established in 2000.
At Money Links we believe that everyone deserves financial security and choices in life, we work closely with our customers to help them achieve exactly that. Our values are Excellence, Determination, Energy, Growth & Empowerment.
Tasks and Responsibilities:
• Collecting & sorting supporting documents from clients (homebuyers) via cloud platform
• Review documents and follow-up clients
• Data entry
• Check & calculate income from payslips
• Verify living expenses
• Income servicing calculations via servicing app or calculator
• Liaise with and report to Office Manager regarding status of documents
• Save & file documents using folder and File Naming Conventions
• Pricing existing loans
• Property valuation requests
• Checking data input into MyCRM matches the clients’ supporting documents
• Make comprehensive client file notes regarding servicing & summary of client’s position
• Liaise with lenders (banks) to provide updates on client applications
• Follow-up client application to formal approval & settlement
• Complete, update & reassign tasks in MyCRM
• Ensure regulatory, and industry compliance guidelines are being met and strictly adhered to
• Daily accountability sheet
Ideal Candidate:
• Minimum of 2 years relevant previous experience in Australian loan processing
• Experience and competency using Apply Online
• Experience and competency using client CRM software like MyCRM, Mercury, Sales Trekker or Broker Engine
• Accuracy and attention to detail is essential
• Dedication to excellent standard of work
• Must have excellent liaison skills
• Experience and competency using Word, Excel and Microsoft Outlook
• Have the ability to multitask, work towards deadlines and prioritize tasks effectively
• Excellent verbal and written communication skills
• Familiarity with current technologies, like desktop sharing, cloud services, CRM and Zoom
• Excellent phone,
• Solid organizational and time management skills
• Self-directed and able to work without supervision
• Strong customer service skills
• Must have the ability to multitask client files
• Must also be able to motivate themselves and work independently
• Availability to work Australian EST hours
What’s in it for you?
• Be a part of a team that values you
• Long term permanent role security (our business has been around for 20 years)
• 4 weeks accrued paid annual leave
• Dayshift & weekends off
• Vacation leave convertible to cash (subject to availability)
• Work from home - save on travel costs to an office
Non-negotiable:
• Stable Internet Connection (at least 10 Mbps)
• Laptop or Computer with Webcam
• 2 x large computer monitors
• Commitment to this role only. We can’t except candidates working other jobs, we need complete focus
• A candidate who is looking for a long-term role
• Australian Loan processing experience (please DO NOT apply if you do not have solid
• Please DO NOT apply if you do not have solid Australian Loan processing experience
Apply with these 5 easy steps?
1. Download ahead
2. Send CV to
3. Prepare to take the Pre-employment assessments if your CV is successful.
4. A first interview will be conducted if you ace the Pre-employment assessments.
5. Prepare for 2 more interviews via
Please note that due to the volume of applications, we regret that we’ll only be able to respond to successful candidates. We will also be taking our time to find the right candidate for the role.
Salary - PHP45,000 - PHP50,000 + we will offer bonuses and incentives.
Please DO NOT apply if you do not have solid Australian Loan processing experience.