Parabroker
New
D
D2BMortgage
Philippines, Aligned with AU hoursFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3–5 years
- Required Skills
- Microsoft Excel
Requirements
- Minimum of 3–5 years of dedicated experience as a Parabroker, Broker Support Officer, or Loan Processor within the mortgage industry.
- Hands-on proficiency in industry-standard software, specifically MyCRM, Applyonline, and Simpology.
- Strong competency in Microsoft Office (Word, Excel).
- Experience using cloud storage solutions, specifically Dropbox.
- Proven track record of maintaining high compliance standards in financial services.
- Exceptional organizational and time-management capabilities to self-manage high-volume files.
- Excellent verbal and written communication skills to build trust and rapport with clients.
- Certificate IV in Finance and Mortgage Broking is preferred.
Responsibilities
- Manage and progress loan applications from initial data entry through submission, approval, and settlement.
- Proactively review and manage the existing loan book by executing repricing strategies.
- Act as a primary point of contact for clients via phone and email to provide updates and answer enquiries.
- Maintain rigorous focus on compliance and regulatory standards for all file submissions.
- Utilize AI tools and workflows to improve processing efficiency and eliminate operational bottlenecks.
- Organize documentation across cloud platforms and CRM databases.
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