AU Mortage Brokers Assistant (Work from home and Dayshift)

- Full-time
- Early Dayshift Schedule (AUS Account)
- Salary Range: Php 40,000 - Php 60,000
- Independent Contractor

Responsibilities:
- Review and collate signed forms from the loan applicant client for verification and loan processing
- Source and review client financials and verification documents and input the data into aggregator and ApplyOnline.
- Generate document pack and identify gaps or missed information to complete assessment.
- Generate and prepare compliance and application paperwork instructed by Broker, do quality check and merged signed documents and upload accurately the pack into ApplyOnline.
- Instruct different types of valuation reports across from different banks through nominated systems (i.e Valex / Core Logic) and save down reports correctly.
- Follow up valuation reports and responding to request for additional information.
- Enter borrower information lenders application forms and execute instructions given by the present borrower into application forms
- Request credit check consent via DocuSign and order credit report through various lender systems.
- Complete pricing requests and negotiate interest rates where required.
- Prepare loan switches and variations accurately as instructed by broker and client
- Support Loan Review, maintain client database, manage gift cards and referral program.

WHO ARE WE LOOKING FOR?
- At least 1-2 years experience in mortgage process support / loans processing for Australia
- High competency in using cloud based tools & systems. MUST have working knowledge in using Salestrekker, Vownet.
- Have Bachelors Degree related in business or financial or alike. Qualifications in accounting and finance will be highly favored along with any loan processing experience with a reputable financial institution
- Should have a basic understanding of mortgage finance and had direct experience in dealing with primary loan/mortgage applicants.
- Experience in determining client requirements based on their current circumstance and finding the appropriate financial products

What's On Offer?
- Permanent Work from home set up
- Performance Appraisal and Increase and Bonus (Merit based)
- Paid Time off
- Independent contractor Set up-- Tax Free payment (Disclaimer: you will be paying your own statutory benefits and taxes)

Technical Requirements
- Should have personal and working laptop/ Desktop, and one (1) back up
- Has Noise-cancelling headset (for interview and meetings)
- Back up internet connection (at least 30-50 mbps)