Offer summary

Qualifications:

Minimum of 3 years of Australian mortgage experience supporting a mortgage broker is preferred., Proficiency in MyCRM & Broker Engine, with experience in Applyonline/Sympology being advantageous., Strong understanding of the end-to-end loan application process and data privacy regulations., Excellent communication skills and ability to work in a fast-paced environment..

Key responsibilities:

Support the broker throughout the loan application process from initial contact to settlement.

Gather client information and conduct needs analysis and serviceability assessments.

Prepare and package loan applications, ensuring accuracy and compliance with bank requirements.

Manage lender follow-ups, status reporting, and post-settlement aftercare.

Job description

Position Title: Para Broker
Work Set-up: Work From Home
Salary: Starts at Php 70,000.00
Schedule: Monday – Friday, 7:00 am to 4:00 pm PH Time

Join our client's extraordinary team of highly skilled professionals, where expertise meets efficiency in the realm of administrative support. With a wealth of experience in mortgage broker processes and proficiency in industry-standard software, they are dedicated to delivering unparalleled support, ensuring seamless operations and success in every endeavor. Take the next step in your career journey with us and become an integral part of a dynamic company committed to excellence.

JOB DESCRIPTION FOR A PARA BROKER

Responsibilities as a Para Broker:

• Supporting the Broker throughout the loan application
• Assisting the broker at all stages of the loan process, from first contact through to settlement.
• Providing high-level executive and administrative support to the Mortgage Brokers and their applications
• Requesting all client information, liaising with the client directly to gather supporting information
• Conduct needs analysis, serviceability assessments, product assessment, and funding position based on client’s objectives and situations.
• Researching lender policies
• Preparing loan comparisons
• Preparing and packaging all client loan applications and ensuring data entry requirements are accurate and all supporting documentation is as per bank requirements (attention to detail and accuracy is paramount)
• Lender follows up and status reporting
• Taking ownership of all compliance-related matters, ensuring all documentation and data is captured in the CRM system
• Completing loan serviceability, ordering valuations, preparing forms (FHOG forms, Discharge requests, etc.) gathering rate quotes, arranging loan doc execution (making an appointment on behalf of the Broker to facilitate), and arranging settlements with stakeholders

Additional duties may include:

• Post-settlement aftercare
• Reviewing existing client loans and ensuring the business stays close to all clients
• ADHOC tasks advised by the broker
• Do credit research
• End-to-end process knowledge
• Income analysis
• Servicing
• COY / Trust borrowings
• Even Spread of PAYG + Self Emp

Qualifications as a Para Broker:

• Minimum of 3 years of Australian mortgage experience supporting a mortgage broker is an advantage.
• 1 year experience with MyCRM & Broker Engine is preferred however will consider any broker Aggregator CRM
• Experience with Applyonline/Sympology is preferred.
• Someone who is passionate about delivering quality client outcomes
• Someone who understands data privacy, as well as the Australian Best Interest Duty and Responsible Lending and a Brokers obligation under this legislation
• Someone who is accountable and accurate with their work
• Understands the 'language' of mortgages and has a good understanding of the end-to-end loan application process
• Excellent communication skills both written and verbal
• Ability to work in a cohesive and high paced environment
• Well-presented and detail orientated
• Ability to understand financial (tax) documents (self-employed), bank credit policy & assess PAYG applications
• Great team player with a strong work ethic
• IT savvy and ability to pick up software easily
• Highly organized & proficient at multi-tasking
• Mortgage Broker Assistant supporting Australian Clients: 2 years (Preferred)
• Salestrekker: 1 year (Preferred)
• ApplyOnline/Simpology/) lodgment systems: 1 year (Preferred)

Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding and stimulating environment where work-life balance meets a commitment to foster growth.

• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• Free pre-employment Medical Assessment (T&C apply)
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays

About Boomering:

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.

Providing equal opportunities and collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.

Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.

Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
Salary: Starts at PHP 70K