Parabroker (AO-13842)

This is a remote position.

• Client Communication: Reach out to existing clients through email and text messages to inform them about potential price discounts from their current lenders. Provide prompt and informative responses to client inquiries and requests.
  
• Loan Processing: prepare (and chase up) all necessary documents required for the Director/Broker once a product is selected. This includes but is not limited to ordering discharges ordering valuations chasing up of missing information and ensuring everything is prepared accurately.
  
• Mercury Software Utilization: Undergo training to become proficient in using the Mercury software the same software used by our team. Log into the Mercury system to access client details review loan information and initiate negotiations with lenders.
  
• Discount Acquisition: Collaborate with the parabroker team to identify opportunities for price discounts on clients loans. Gather necessary documentation and information required for lender negotiations.
  
• Data Entry and Management: Maintain meticulous records of client interactions communications and updates within the Mercury system. Ensure that all client data remains accurate and up-to-date.
  
• Repricing Schedule: Work in alignment with our repricing schedule which involves reviewing and potentially renegotiating loan terms every six (6) months for each client.
  
• Calendar management: Booking and scheduling meetings and appointments for the Director/Broker.
  
• May be required to run credit scenarios with lenders and bank BDMs via assisting the broker team as a credit analyst/para-broker.
  

Requirements

• Excellent oral and written communication skills.
  
• Proven engagement and communication skills.
  
• Strong attention to detail analysis and judgment skills.
  
• Shows initiative self-motivated and capable of working independently to meet deadlines.
  
• Proficiency in using software applications including Microsoft Office and a willingness to learn and master the Mercury software.
  
• Outstanding organizational skills to manage a substantial client portfolio.
  
• Dedication to providing excellent customer service and helping clients realize potential savings.
  
• Previous experience in financial services lending or administrative roles is highly preferred but not mandatory.
  

Benefits

• 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