Mortgage Broker Assistant

₱30-45K[Monthly]
RemoteFull-time1-3 Yrs ExpBachelor
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish

Job Description

Mortgage ConsultationFinancial Documentation AnalysisPAYG UnderstandingCRM UtilizationLender Process ManagementClient Relationship Management

Description

We are currently seeking a skilled and experienced Mortgage Broker (Real Estate) with a strong background in the Australian mortgage broking landscape. The ideal candidate will possess a deep understanding of pay slips, financial documentation, PAYG concepts, CRM systems, and lender processes. This role offers a dynamic opportunity for an individual who excels in client relations, financial analysis, and navigating the intricacies of the mortgage industry.


  • Mortgage Consultation:
  • Conduct thorough consultations with clients to understand their financial goals, assess their mortgage needs, and provide tailored solutions.
  • Financial Documentation Analysis:
  • Demonstrate proficiency in analyzing pay slips and financial documents to assess client eligibility for various mortgage products.
  • PAYG Understanding:
  • Utilize a comprehensive understanding of PAYG (Pay As You Go) principles to guide clients through the financial aspects of mortgage applications.
  • CRM Utilization:
  • Effectively utilize Customer Relationship Management (CRM) systems to manage client interactions, track progress, and ensure timely follow-ups.
  • Lender Process Management:
  • Navigate and manage the end-to-end processes with various lenders, ensuring seamless communication and adherence to industry regulations.
  • Market Research:
  • Stay updated on market trends, interest rates, and regulatory changes to provide clients with accurate and informed advice.
  • Client Relationship Management:
  • Build and maintain strong relationships with clients, providing ongoing support and ensuring a positive experience throughout the mortgage process.

Requirements

  • Minimum of 2 years of experience as a Mortgage Broker within the Australian mortgage broking landscape.
  • In-depth knowledge of pay slips, financial documents, PAYG concepts, CRM systems, and lender processes.
  • Excellent communication and interpersonal skills
  • Strong attention to detail and organizational skills
  • Ability to multitask and prioritize tasks effectively
  • Australian experience is a plus
  • Proven track record of successful mortgage negotiations and client satisfaction.
  • Familiarity with current industry regulations and compliance standards.
  • Reliable internet connection and home office setup


Wingman Outsourcing

Wingman OutsourcingRecruitment

Active today

Posted on 20 August 2024

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