Broker Admin Officer Part Time (AU Financial, WFH)
Salary: P300 P320 per hour
Schedule: 9:00 AM to 3:00 PM PHT flexible shift (20hrs per week or 8090hrsmonth start and end time)
MonWed but will depend on the volume of work
What are we looking for?
Skills Required:
- Must have broker support experience preferably in Loan and Mortgage industry 23 years of experience
- Will be client facing for calls only.
- Head broker will intro hisher to clients for chasing any info or paperwork.
- Data entry.
- Nice to have:
- Sales Tracker CRM (training will be provided as long as candidate has similar CRM experience)
- Cert IV in Financial Services, Mortgage Broking (Preferred but not essential).
- What will you do?
- Exceed client expectations by delivering a seamless loan application experience.
- Collect, organise, and submit loan applications while ensuring the accuracy and completeness of supporting documents.
- Liaise with lenders to facilitate timely assessments and influence processing timelines.
- Act as the main point of contact for clients, providing updates and proactively addressing documentation needs.
- Communicate with professionals such as conveyancers, real estate agents, accountants, and valuers to ensure smooth loan processing.
- Manage client data within CRM systems and navigate the loan portal Apply Online for application submissions.
- Verify documentation for accuracy, validity, and compliance with policies and regulations.
- Conduct basic income calculations, assist with loan signups, and support borrower appraisals.
- JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a toprated Philippines employer of choice.
Our Client specialize in home loans, investment loans, business finance, car loans, and debt consolidation, offering tailored solutions to fit your needs.
#ConnectOSCareers #JoinConnectOS
Equal Employment Statement
Employment decisions at ConnectOS 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. ConnectOS ensures the full confidentiality of the data it processes.
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