AU Parabroker

This is a remote position.

The Parabroker is responsible for supporting our financial advisors and brokers by providing comprehensive administrative and client support. This position involves researching preparing reports managing client accounts and acting as a liaison between clients and advisors.

The candidate must have strong verbal and written communication skills effective interaction resourceful and able to find solutions independently anticipating challenges and proactively addressing them can be trusted to handle information maintain confidentiality and consistently deliver quality work.

PERFORMANCE OBJECTIVES:

KEY RESPONSIBILITIES:

• Credit Assessment / Processing:
  

• Prepare (and chase up) all necessary documents required. This includes but is not limited to ordering discharges ordering valuations chasing up of missing information and ensuring everything is prepared accurately.
  

• Review and analyse clients financial information including credit reports income statements and supporting documents.
  

• Assess clients eligibility for financial products based on lending criteria and policies.
  

• Liaise with brokers to identify suitable financial solutions for clients.
  

• Ensure compliance with all regulatory and company guidelines during the credit assessment process.
  

• Data Input / Document Management:
  

• Accurately input and maintain client and loan application data in internal systems.
  

• Perform quality checks to ensure all information is complete and errorfree.
  

• Update records and track the progress of applications providing regular updates to brokers and clients.
  

• Assist in generating reports and summaries for client files and broker reference.
  

• Pricing Requests / 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.
  

• Communication:
  

• Reach out to existing clients through email and text messages ensuring prompt and informative responses to client inquiries and requests.
  

• Follow up with Banks for updates on the application process.
  

• Support and follow up Brokers for Mortgage Instruction Report (MIR).
  

Requirements

Benefits

Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep that s right 100% work from home. But wait there s more. Here are just some of our benefits:

• Work from Home Allowance
  

• HMO for you and a dependent from Day 1
  

• 20 Days Annual Leave AND 5 Days Sick Leave
  

• Government Benefits and 13th Month Pay
  

• Computer Equipment
  

• Opportunities for growth
  

• Competitive Salary