Broker Admin Officer - Part Time (AU Financial, WFH)

Position Overview

• Location Type: Remote
• Job Type: Part-time
• Salary: P300 - P320 per hour
• Schedule: 9am to 3pm (flexible shift – 20hrs per week or 80-90hrs/month)
• Shift: Monday-Wednesday (flexible depending on workload)

Brief Description: This part-time remote role involves providing broker support within the Loan and Mortgage industry, focusing on client communication, data entry, and application management. The ideal candidate will have experience in the financial services sector and a strong understanding of loan processes.

Requirements

• Experience: 2-3 years of experience in broker support, preferably within the Loan and Mortgage industry.
• Client Facing: Must be comfortable with client-facing phone calls.
• Skills:
  • Data entry skills
  • Excellent communication skills
• Nice to Have:
  • Experience with Sales Trackers/CRM systems (training provided)
  • Cert IV in Financial Services or Mortgage Broking (Preferred, but not essential)

Responsibilities

• Client Support: Exceed client expectations by delivering a seamless loan application experience.
• Application Management: Collect, organize, and submit loan applications while ensuring accuracy and completeness of supporting documents.
• Lender Liaison: Liaise with lenders to facilitate timely assessments and influence processing timelines.
• Client Communication: Act as the main point of contact for clients, providing updates and proactively addressing documentation needs.
• Professional Communication: Communicate with conveyancers, real estate agents, accountants, and valuers.
• CRM Management: Manage client data within CRM systems and navigate the 'Apply Online' loan portal for application submissions.
• Documentation Verification: Verify documentation for accuracy, validity, and compliance with policies and regulations.
• Financial Calculations: Conduct basic income calculations and assist with loan sign-ups.
• Appraisal Support: Support borrower appraisals.

Application Instructions

• Join ConnectOS Now!

Company Information

• Company: ConnectOS
• Certification: Certified as a Great Place to Work
• Industry: Top-rated Philippines employer of choice
• Specialization: Home loans, investment loans, business finance, car loans, and debt consolidation.
• Equal Employment Statement: ConnectOS ensures the full confidentiality of the data it processes. Employment decisions will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status.
• Published: 2025-02-28
• Remote: Yes
• Language: English (en)
• Department: Banking & Financial Services