Broker Support

This is a remote position.

• Prepare Documents: Organize and prepare documents for access and storage.
  
• Create Admin Labels and Folders: Generate client labels for correspondence in Gmail and client folders in Drive using the provided naming convention formula.
  
• File Documentation: Save all incoming documents and email attachments to the appropriate client folder in Drive.
  
• Name Documentation: Interpret and rename documents according to the supplied naming convention formula.
  
• Check Legibility: Use SmallPDF to rotate crop compress or convert documents to PDF as required.
  
• Efficient Storage: Manage file sizes reduce overly large documents and eliminate duplicates within folders.
  
• Accuracy and Completeness: Ensure documentation is correctly named uptodate complies with requested documentation and is legible.
  

• Create New Contacts: Enter new client details into Mercury within 24 hours of receipt.
  
• Create New Opportunities: Record new client inquiries as opportunities in Mercury within 24 hours.
  
• Prepare Client Files: Enter contact information addresses income expenses assets and liabilities from the POD Fact Find Form into Mercury.
  
• Record Client Information: Update client information from Gmail into the notes section of the contact or opportunity.
  
• Maintain Client Details: Update and change client contact details within 24 hours.
  
• Record Correspondence: Copy email communications into the client opportunity on the same day.
  
• Update Status: Change opportunity statuses and complete assigned tasks promptly.
  
• Data Entry for Forms: Enter data into AOLM to ensure complete and accurate application details.
  
• Prepare Forms for Signature: Prepare discharge forms lender application forms and other bank forms ready for client signature without errors.
  
• Order Valuations: Use lender portals to order property valuations.
  
• Complete Pricing Requests: Use lender portals to complete pricing requests.
  
• Prepare Quarterly MARS Audit: Update POD Audit Tracker with file details for auditing and check supporting documentation in the Mercury file.
  
• Maintain Masterlist: Update POD Clients Masterlist with changes to client files daily.
  

• Record Work Completed: Use client Trello cards to update work progress and ask filerelated questions.
  
• Prioritize Tasks: Use Slack to manage priority tasks request additional time if needed and ask for assistance with new tasks.
  
• Team Communication: Ensure team continuity by updating on breaks and handing over tasks.
  

• Promote Positive Relationships: Build reliable working relationships within the team and ask questions as needed.
  
• Contribute to Team Meetings: Raise relevant issues and contribute to the successful running of the business.
  
• Personal Development: Research and pursue learning opportunities annually and apply learnings daily.
  
• Share Innovative Ideas: Contribute to process and procedure improvements in your area.
  
• Take Responsibility: Master tasks within the role acknowledge mistakes propose solutions and rectify errors.
  
• Maintain Learning Journal: Record errors solutions and accomplishments in a learning journal for recognition and improvement.
  

Requirements

• At least 1 year of experience in the mortgage industry.
  
• Experience with the Mercury system.
  
• Strong attention to detail and organizational skills.
  
• Ability to manage multiple tasks and prioritize effectively.
  
• Strong communication skills and ability to work collaboratively within a team.
  
• Commitment to continuous learning and professional development.
  

Benefits

• Australian clients and Australian hours (giving you great experience and an early finish!)
  
• Work from Home Allowance
  
• HMO for you AND a dependent from Day 1
  
• 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