Job Overview: 

We are seeking a dedicated and enthusiastic Broker Support & Loan Processing Officer to join our Clients’ finance team. The successful candidate will be responsible for loan processing, client follow-ups, CRM updates, pricing reviews, admin tasks & marketing support. 

Work Set Up:

• Employment Type: Full Time

• Shift Schedule: Mon-Fri, 6:00 am to 3:00 pm

• Work Setup: Onsite

• Location: Cavite 

• Client Industry: Finance

Key Responsibilities:

• New Clients & New Loan Applications:

  • Set-up of loan application and data entry in CRM

  • Collect, verify and follow-up supporting documents

  • Prepare loan serviceability calculators

  • Prepare discounted pricing requests

  • Order property valuations

  • Employer verification checks and phone call

  • Send invitations and manage/verify CashDeck expense analysis

  • Send ID verification requests

  • Prepare and follow up lender discharge forms

  • Prepare compliance documents

  • Finalise complete loan file and lodge with lender

  • Track loan through to settlement

  • Regular follow-up with valuers, lenders and mortgage solicitors with status update reports

  • Notification of loan approval

  • Complete settlement checklist

  • Post settlement activities.

• Existing Client Loans:

  • Phone lender and obtain existing loan info

  • Request new pricing for existing loans

  • Send emails to existing clients advising of any new discounted pricing being applied to their existing loan by their lender

  • Create existing loan table summarising existing loan information

  • Send emails to existing clients requesting a review meeting with their broker

• AdHoc Admin Duties:

  • Create and maintain automated CRM workflow communications (emails and texts)

  • Create & maintain client marketing communications (eg fixed rate expiry, loan anniversary, happy birthday emails)

  • Marketing & Social Media-Create basic social media posts (using templates provided) and upload BLOG articles to the website weekly.

Qualifications:

• Bachelor’s degree in any field.

• 2 years of experience in a related role.

• Excellent communication skills.

• Knowledge of banking or lending operations, banking products and reporting analytics.

• Australian background experience is a plus.

• Knowledge of the financial services regulatory environment (e.g. APRA, AUSTRAC regulations) is a plus.

• Accuracy, keen to details and ability to do multi-tasking.

• Excellent client service skills.

Workplace Perks:

• Competitive salary package

• HMO coverage

• Fixed weekends off

• Meal allowance

• Attendance bonus

• 20 days of paid leave to be used on your own discretion (including 5 credits convertible to cash)

• Monthly social activities and annual company outing (domestic/international)

• Vibrant, diverse and inclusive work environment

About Us:

Shadow Office Solutions is an Australian operated BPO committed to delivering exceptional services and innovative solutions to our clients. We pride ourselves on our skilled workforce and a culture of excellence, collaboration and continuous improvement. We’re growing and looking for talented individuals to join our dynamic team.

Shadow Office Solutions is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Please refer to job description.