Experienced Mortgage Broking Assistant
Description
Apply today to become one of our Mortgage Broking Assistants and together let's unlock your potential to level up your career
Here at VBP, we pursue excellence by always putting people first.
Overview of the Role
The purpose of the role is to support Australian Mortgage Brokers throughout the entire loan application process. The role will include conducting data entry into client-specific CRMs up to the lender online lodgment system via Apply Online and then onto the settlement process. You will be relied upon to work closely with a team, share insights, solve complex problems, and assist new team members.
Main duties include:
- Provide complete support to brokers. Must have in-depth knowledge and understanding of the Australian Mortgage Process (Initial Processing - Settlement)
- Well-versed and understand the different lender credit/policy guides
- Ability to understand and analyze PAYG, Self-Employed (Sole trader, Company, SMSF, and Trust) income documents such as payslips, tax returns, and financial statements
- Be proactive in looking for solutions before reaching out to the broker for clarification
- Timely and accurate input of customer applications from various Client Fact Finds into CRM.
- Request credit check consent via DocuSign and order credit report through CRM and Veda Check
- Complete Pricing requests and negotiate interest rates where required
- Knowledgeable in ordering valuations through different platforms
- Good Understanding of Serviceability Calculators
- Package the deal, collect and verify all relevant financial documents, and submit to the lenders via ApplyOnline or LoanApp
Successful applicants should:
- At least 2 years of tenure as a Mortgage Broking Assistant
- At least 2 years experience on MB CRMs
- Read through Brokerpedia for the latest news on lenders and rates
- Always up to date with bank requirements and policies
Non-negotiable requirements:
- Internet Connection of at least 15 Mbps
- Residence within Cebu and Cagayan de Oro City
Benefits you and your family can enjoy:
- Salary increments on the 6th and 12th months, with annual performance appraisals
- 500K per incident HMO coverage + Dental & Optical benefits
- Career growth opportunities
- 2-week paid Christmas vacation
- 25K Educational Assistance
- Referral bonuses
- Training and equipment will be provided
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM