Broker Service Officer - Remote

Overview

The purpose of a Broker Service Officer (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.
• Data entry into various CRM systems.
• Generate application paperwork and credit reports.
• Ensure timely settlement of loans.
• Work from home or hybrid options available.
• Competitive salary and benefits package.

Requirements

• Bachelor's Degree in a relevant course.
• Minimum 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.
• Competitive salary package and annual performance review.
• One-month paid training program.
• Opportunity to travel to Australia.
• Bi-Annual Vacation Leave credit.
• HMO Coverage and mandatory government benefits.
• Referral bonus program.
• Complimentary office fitness and wellness facilities.
• Accessible location in Metro Manila.