AU Loans Assistant (Temporary WFH)
Philippines
Permanent / Full Time
The role needs strong communication skills and ability to work in a cross-cultural environment.
Duties and Responsibilities:
- Receiving initial loan information and documentation from a Mortgage Broker.
- Preparing a home loan application through a software system up to the point where it is ready for submission.
- Communicating with clients via email (templates will be provided).
- Communicating with the mortgage broker if additional information is needed or problems arise (via email, phone, and video conference).
- Managing the loan application from approval through to settlement.
- Following up with lenders and the mortgage broker (via email, phone, and video conference).
- Contacting 3rd party institutions such as Banks, Valuers, and Solicitors (phone and email).
- Requesting documents from clients and sending milestone communications (email only).
- Data entry.
- Complete pricing requests for clients by contacting/arranging with lenders.
- Ordering up front valuations.
- Touching base with existing clients by email on anniversaries of loans (i.e. 12 months) making sure everything is going ok – after 24 months book in to conduct review.
- Create marketing emails (content supplied by broker) to send to client base periodically.
- Completing Compliance tasks for client profiles.
- Working on servicing calculators for lenders and working out borrowing capacity for clients.
Requirements:
- Candidate must possess at least a Bachelor’s Degree, Post Graduate Diploma or Professional Degree.
- Must have at least 2 years of related experience is required for this position.
- Experience working with brokers and loan processing in Australia is a must.
- Understanding of the industry and ability to understand servicing tasks.
- Highly initiative and have strong attention to detail.
- Excellent communication and interpersonal skills.
Schedule: Monday to Friday, AU (7:00 AM to 3:00 PM MNL)
Work Arrangement: Temporary WFH
Join Frontline Accounting and be part of our team to Embrace the Future Ahead: Where Possibilities Begin!
