Back Office Support – Mortgage Broking

Job not on LinkedIn

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 $2k - $2.2k / month

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

✨ Office Support

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Logo of Hunt St

Hunt St

1 - 10 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Hunt St is an Australia-based recruiting firm founded by brothers Shaun and Eliot with the aim of helping small and medium-sized enterprises (SMEs) hire top offshore talent directly, avoiding the high costs associated with traditional outsourcing agencies. The company offers a unique one-time finder's fee model, enabling clients to save significantly on recruitment costs. They provide comprehensive services including job postings, candidate screenings, interviews, and legal support for compliant remote hiring. Hunt St specializes in sourcing talent from countries like the Philippines, Nepal, Indonesia, and India, offering a transparent and ethical hiring process that allows businesses to provide fairer compensation to employees while ensuring stringent security and compliance measures are met.

📋 Description

• Support the end-to-end client onboarding process by collecting, verifying, and maintaining accurate client information and documentation. • Set up and maintain client records in MyCRM and Outlook, including sending onboarding documentation such as Credit Guides, Privacy Consent Forms, Online Fact Finds, Smart Data requests, and document requests. • Monitor the completion of client documentation, follow up outstanding requirements, review Online Fact Finds for accuracy, and ensure all required information has been received before progressing the application. • Order and review credit reports, ensuring liabilities are disclosed, identifying adverse credit history where applicable, and preparing missing information requests for broker review. • Download, organise, rename, and securely maintain client documents while ensuring sensitive information such as TFNs and CRNs is removed. • Validate supporting documents against lending and compliance requirements, including bank statements, payslips, credit reports, existing lending facilities, and minimum documentation checklists. • Update client information within MyCRM, upload supporting documentation, and prepare files within the Quickli Servicing Tool to support broker assessment and lender research. • Coordinate upfront property valuations and lender pricing requests, review completed valuations for adverse findings, and maintain accurate records within client files. • Support settlement activities by updating loan and property information, completing final compliance checks, maintaining property watchlists, and ensuring client records remain accurate. • Assist with post-settlement retention activities, including annual reviews, equity reports, lender pricing reviews, and client retention initiatives. • Maintain high standards of accuracy, confidentiality, compliance, and documentation throughout every stage of the mortgage process while proactively supporting brokers and identifying potential issues before submission.

🎯 Requirements

• Previous experience in mortgage broking, mortgage processing, loan administration, banking operations, or a similar back-office support role. • Experience managing mortgage applications from client onboarding through settlement and post-settlement support. • Strong understanding of mortgage documentation, income verification, credit reports, lender requirements, and supporting documentation. • Working knowledge of Australian mortgage compliance requirements, including NCCP, Best Interests Duty (BID), and AML/CTF. • Experience reviewing bank statements, payslips, liabilities, valuations, and supporting financial documents. • Strong organisational skills with the ability to manage multiple files while meeting deadlines. • Excellent attention to detail with a commitment to maintaining accurate records and identifying discrepancies. • Strong written and verbal English communication skills. • Analytical, proactive, and capable of working independently within established processes.

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