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Broker Assistant – Mortgage Sales Specialist
Location
Philippines
Posted
1 day ago
Salary
$2.4K - $2.8K / month
Seniority
Senior
Job Description
Broker Assistant – Mortgage Sales Specialist
Hunt St
• Proactively contact prospective and existing clients to obtain outstanding loan documentation. • Follow up with borrowers via phone, email, and SMS to ensure applications continue progressing. • Build relationships with clients and guide them through the mortgage application process. • Confidently communicate with self-employed borrowers and clients with complex lending scenarios. • Monitor and manage active loan pipelines to identify and resolve bottlenecks. • Maintain regular communication with clients regarding application status and outstanding requirements. • Prepare and send professional, concise, and accurate client correspondence. • Update and maintain client records within Broker Engine and other brokerage systems. • Support brokers by ensuring files are complete and ready for submission. • Coordinate with lenders, brokers, and the credit team throughout the loan process.
Job Requirements
- Minimum 5 years of experience working within an Australian mortgage brokerage preferably in a sales focussed environment.
- Strong experience using Broker Engine.
- Proven experience in broker support, sales, mortgage processing, loan coordination, or client relationship management.
- Excellent verbal and written English communication skills.
- Strong phone presence with the ability to build rapport and influence outcomes.
- Experience following up clients for documentation and progressing mortgage applications.
- Ability to manage multiple active files and competing priorities.
- High attention to detail while maintaining a strong customer service focus.
- Ability to work independently with minimal supervision.
- Must be able to write coherent and succinct emails to the clients in English
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