抵押贷款经纪人助理（需具备myCRM经验）
AU Mortgage Broker Assistant (with experience in myCRM) - 371
职位：按揭经纪人助理
薪资：每月60,000 - 75,000澳元
工作时间与条件：遵循澳大利亚时间；全职 - 远程办公
假期：遵守澳大利亚国家及各州特定节假日
职位概述：
我们正在寻找一位经验丰富的按揭经纪人助理，负责客户贷款文件的整个运营生命周期。作为主经纪人的运营得力助手，你将推动业务的行政、合规和处理流程——从最初的客户文件收集到结算协调。这是一个长期职业发展机会，适合积极主动、高度有条理的专业人士，在以客户为中心的环境中管理复杂的贷款流程并提供卓越的质量控制。
职责：
- 全流程文件处理与提交：通过ApplyOnline（AOL）准备、整理并提交贷款申请，确保在提交前完全准确且符合规定。
- 服务能力和信用分析：使用Quickli和个别贷款机构的服务计算器进行初步服务能力评估；审查贷款机构政策，提前识别潜在信用问题。
- 文件管理与质量控制：发放客户欢迎包，收集并审核财务文件的准确性，保持客户文件的有序和可审计状态。
- 流程与条件管理：监控流程状态，提交定价请求，安排房产估值，并主动解决未完成的贷款机构条件，防止延误。
- 利益相关者协调：在整个贷款过程中与客户、贷款机构、业务发展经理（BDM）、律师和律师保持清晰专业的沟通。
- 结算执行：协调预结算和结算物流，确认所有财务要求已满足，确保结算日顺利进行。
- 实务管理与CRM维护：管理主经纪人的日程、会议和日常任务，同时持续更新CRM系统。
- 要求
- 资格：
- 澳大利亚市场经验：至少2年以上作为海外按揭经纪人助理支持澳大利亚按揭经纪人的直接经验。
- 软件与工具熟练度：熟练使用myCRM、ApplyOnline（AOL）、Quickli、贷款机构服务计算器和主要澳大利亚贷款机构门户。
- 信用与政策知识：对澳大利亚按揭有深入了解
查看英文原文
Position: Mortgage Broker Assistant
Salary: PHP 60,000 - 75,000 per month
Working Hours & Conditions: Aligned with Australian hours; full-time - remote
Holidays: Observing Australian National and state-specific holidays
ROLE OVERVIEW:
We’re looking for an experienced Mortgage Broker Assistant to take full ownership of the operational lifecycle of client loan files. Acting as the Principal Broker’s operational right-hand, you will drive the administrative, compliance, and processing engine of the business—from initial client document collection through to settlement coordination. This long-term career opportunity is tailored for a proactive, highly organized professional who thrives on managing complex loan pipelines and delivering exceptional quality control in a client-centric environment.
RESPONSIBILITIES:
- End-to-End File Processing & Lodgement: Prepare, structure, and submit loan applications through ApplyOnline (AOL), ensuring complete accuracy and compliance before submission.
- Serviceability & Credit Analysis: Run initial serviceability assessments using Quickli and individual lender servicing calculators; review lender policies to flag potential credit issues early.
- Document Management & Quality Control: Issue client welcome packs, collect and review financial documentation for accuracy, and maintain organized, audit-ready client files.
- Pipeline & Conditions Management: Monitor pipeline status, submit pricing requests, order property valuations, and proactively resolve outstanding lender conditions to prevent delays.
- Stakeholder Coordination: Maintain clear, professional communication with clients, lenders, Business Development Managers (BDMs), conveyancers, and solicitors throughout the loan process.
- Settlement Execution: Coordinate pre-settlement and settlement logistics, verifying that all financial requirements are fulfilled for a smooth settlement day.
- Practice Administration & CRM Maintenance: Manage the Principal Broker’s calendar, appointments, and daily tasks while keeping the CRM continuously updated.
Requirements
QUALIFICATIONS:
- Australian Market Experience: Minimum 2+ years of direct experience as an offshore Mortgage Broker Assistant supporting Australian mortgage brokers.
- Software & Tool Proficiency: Advanced, hands-on experience using myCRM, ApplyOnline (AOL), Quickli, lender servicing calculators, and major Australian lender portals.
- Credit & Policy Knowledge: Strong understanding of Australian mortgage lending criteria, standard lender policies, compliance guidelines, and supporting document requirements.
- Communication Skills: Exceptional written and verbal English communication skills, with the confidence to interact directly with clients and external stakeholders.
- Detail & Process-Oriented: Exceptional organizational skills, high attention to detail, and a track record of managing a high-volume pipeline without missing deadlines.
Originally posted on Himalayas