Schedule

Monday - Friday (06:00 AM - 03:00 PM PHT)

What will you do?

The purpose of a Broker Service Officer (BSO) is to assist Australian mortgage brokers with administrative tasks to process and track loan applications. The role requires you to communicate with stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes.

• Document management (collecting, renaming, organising, following up sensitive supporting documentation)
• NCCP Compliance checks
• Data entry of client information to MyCRM (CRM system)
• Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
• Living expense analysis
• Generation of application paperwork, including those for the First Home Buyers and Discharge forms.
• Ordering valuations based on the information provided by ...