Broker Service Officer - Mid Level - Remote

Overview

The purpose of a Broker Service Officer - Mid Level (BSO) is to assist Australian mortgage brokers with administrative tasks to process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes.

In Short

• Assist Australian mortgage brokers with loan applications.
• Communicate with stakeholders and prepare documentation.
• Keep systems and CRMs updated.
• Follow loan applications from pre-submission to post approval.
• Document management and compliance checks.
• Calculate income for PAYG applicants.
• Data entry into various CRM systems.
• Generate application paperwork and credit reports.
• Ensure timely settlement of loans.
• Opportunity for career advancement and training.

Requirements

• Bachelor's Degree in a relevant course.
• 2+ years of experience in Australian mortgage broking.
• Experience with CRM software in the mortgage industry.
• Proficient in Google Workspace and Microsoft Office.
• Experience with project/task management tools.
• Certificate IV in Financing & Mortgage Brokering (nice to have).

Benefits

• Induction training program: 4 weeks on-site.
• Work from Home or Hybrid options available.
• Competitive salary package and performance reviews.
• Paid training program to excel in your role.
• Opportunity to travel to Australia.
• Bi-Annual Vacation Leave credit.
• HMO Coverage and mandatory government benefits.
• Referral bonus program.
• Regular company events and work-life balance.
• Complimentary office fitness and wellness facilities.