We are looking for a Broker Assistant with at least 2 years of experience working alongside an Australian-based mortgage broker. This is a full-time, work-from-home role that offers flexibility and the opportunity to make a real impact in a dynamic, fast-paced environment.

Key Responsibilities:

Pre-Lodgement:

• Proactively follow up with clients for all necessary supporting documents
• Organize, rename, and review documents to ensure accuracy and completeness
• Ensure all privacy consent forms are signed and conduct essential credit checks
• Request upfront valuations from multiple banks
• Negotiate pricing discounts with various banks on behalf of clients
• Keep Trello updated with every action performed on client files
• Assist clients with enquiries and requests in a timely and professional manner

Lodgement:

• Enter and update CRM and AOL data accurately per the broker’s submission notes
• Generate essential NCCP compliance documents
• Prepare and assist with the Verification of Identity (VOI) process when required
• Upload all supporting documents onto CRM and AOL platforms
• Create application forms for client signing
• Conduct QA and compliance checks to ensure everything is in order before submitting applications
• Inform clients of loan lodgement and manage expectations around SLAs

Skills & Experience:

• Minimum 2 years of experience working with an Australian mortgage broker
• Proficiency in CRM systems and mortgage-related software
• Strong attention to detail, ensuring all client files are accurate and complete
• Excellent communication skills, both written and verbal
• A proactive and client-centric approach with a keen eye for efficiency
• Ability to multitask and stay organized in a fast-paced environment

Benefits:

• Additional leave
• Health insurance
• Work from home

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental Pay:

• 13th month salary

Experience:

• Broker Assistant: 2 years (Preferred)

Job Type: Full-time

Work Location: Remote    

 🚀 Ready to Take Your Career to the Next Level? 🚀

✨ Apply now and start making an impact! Send your job application to hrteam@progresspro.com.ph ✨

Looking for new opportunities?

Check out our latest job openings and join our team by visiting our career website at www.progresspro.com.ph/careers . We’d love to have you on board!