Broker Support (AO-13605)

Access Offshoring Philippines, Inc.

Job Location:

National Capital Region - Philippines

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

This is a remote position.

ABOUT THE CLIENT:

Our Client is a boutique mortgage broking firm committed to delivering outstanding results through deep expertise trusted relationships and exceptional service. We specialise exclusively in residential mortgages from first home buyers to seasoned investors and operate on a referral-only basis focusing on quality rather than volume.

JOB SUMMARY:

The Broker Support role is designed to provide comprehensive assistance to the Principal Broker across all stages of the lending process. The successful candidate will begin with a focused set of responsibilities and gradually expand their scope to support and eventually manage functions that align closely with a full Loan Writer position.

This position requires strong analytical skills attention to detail and a proactive attitude toward learning. Over time the role will evolve to include greater client interaction and ownership of key broker tasks.

KEY RESPONSIBILITIES:

Document Management

Download rename and accurately file client documents following onboarding.
Maintain organised digital records for all client files.

Credit Review and Analysis

Review and analyse client documentation.
Complete a Credit Analysis document to support key lending assessments.

Product Research and Recommendations

Assist in preparing shortlists of recommended products and loan structures.
Support the preparation of pricing requests and maintain lender comparisons.

Application Preparation and Coordination

Prepare instruction/summary sheets and liaise with the processing team (X-Source) for loan applications.
Order valuations and ensure all required forms are issued to clients via Adobe Sign.
Track receipt of signed forms and coordinate with X-Source to finalise submissions.

Client Communication (as skills develop)

Draft and send client emails such as checklists updates and follow-ups.
Maintain professional and friendly communication to ensure a smooth client experience.

Compliance and Meeting Support (future stage)

Assist in preparing compliance notes and meeting recaps.
Join client meetings to capture key details and support strategy discussions.

Requirements

SKILLS & ATTRIBUTES:

Strong credit analysis and financial assessment skills.

Excellent English communication (written and verbal).

Fast learner with the ability to adapt and understand complex processes.

High attention to detail and accuracy in documentation.

Ability to think critically and work with minimal supervision.

Positive attitude and proactive problem-solving mindset.

EXPERIENCE & QUALIFICATIONS:

Experience in mortgage broking loan processing or financial services preferred.

Familiarity with loan documentation compliance and credit assessment processes.

Proficiency in digital tools (e.g. Adobe Sign MS Office CRM systems).

Benefits

Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients.

Access Offshoring is dedicated to saving business ownershours by 2031 and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent.

We recognise that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep thats right 100% work from home. But wait theres more.

Here are just some of our benefits:

Australian clients and Australian hours (giving you great experience and an early finish!)
Work from Home Allowance
HMO for you AND a dependent
20 Days Annual Leave and 5 Days Sick Leave
Government Statutory Benefits
13th Month Pay
Computer Equipment
Opportunities for growth
And of course a competitive salary

Required Skills:

SKILLS & ATTRIBUTES: Strong credit analysis and financial assessment skills. Excellent English communication (written and verbal). Fast learner with the ability to adapt and understand complex processes. High attention to detail and accuracy in documentation. Ability to think critically and work with minimal supervision. Positive attitude and proactive problem-solving mindset. EXPERIENCE & QUALIFICATIONS: Experience in mortgage broking loan processing or financial services preferred. Familiarity with loan documentation compliance and credit assessment processes. Proficiency in digital tools (e.g. Adobe Sign MS Office CRM systems).

This is a remote position.ABOUT THE CLIENT:Our Client is a boutique mortgage broking firm committed to delivering outstanding results through deep expertise trusted relationships and exceptional service. We specialise exclusively in residential mortgages from first home buyers to seasoned invest...