[POOLING] Broker Admin

Through a merger in 2021, the Lendi Group brings together Lendi (and Australia’s #1 online home lending platform) and Aussie Home Loans, Australia’s leading branded mortgage broker. We're revolutionizing the industry with a best-in-class technology platform and suite of tools that take the hard work out of home loans for our Customers and Brokers alike. Every day we help thousands of Australians research, compare, apply for, and settle their home loans.

Our vision: To create a new era of seamless connection in property finance.

Our mission: To change the way Australians experience property lending, for good.

Job Description

Data Entry and Processing: Accurately inputting loan applications, borrower information, and relevant data into the system, ensuring the integrity of our records with meticulous attention to detail and precision.

Document Management : Managing crucial loan documents is foundational to our operations. You'll organize, scan, file, and retrieve these documents in strict adherence to established procedures and regulatory requirements.

Customer Communication: Engage with borrowers, internal stakeholders, and external partners to facilitate the loan application process, address inquiries, and uphold positive interactions.

Administrative Support: Help keep things running smoothly by assisting Australian Brokers and stakeholders with tasks like scheduling appointments, coordinating meetings and preparing reports. You'll also provide general administrative support, including keeping an eye on emails for important actions and keeping everyone updated on application statuses.

Appointment and Meeting Management : Oversee appointments and meetings for Australian businesses while maintaining accurate and up-to-date records of all loan applications and related documentation.

Ad hoc tasks: May involve occasional monitoring and management of social media accounts, with the flexibility to respond to queries from clients and stakeholders as needed, to support a cohesive working environment. Additionally, it encompasses other ad hoc tasks as assigned.

Qualifications

Minimum of 2 years of experience in Australian Admin, Real Estate Virtual Assistant, or similar roles, preferably within the financial services industry.

Demonstrated effective communication skills, both written and verbal, for engaging with borrowers, stakeholders, and external partners.

Proficiency in Microsoft Office suite (Word, Excel, Outlook) is essential for handling documentation and correspondence effectively.

Highly organized with excellent time management abilities to efficiently handle tasks and responsibilities.

Strong ability to multitask and prioritize tasks effectively, ensuring deadlines are met and objectives are achieved.

Capable of working independently as well as collaboratively within a team, fostering a cooperative and productive work environment.

Candidate must be comfortable working via livestream during store business hours to enhance collaboration with assigned stores.

Candidates who have previous experience working with Australian clients is highly preferred

Additional Information

What's in store for you at Lendi?

• Flex-first(Work from home)but must be willing to work onsite as needed or once a week.
• Health Insurance (HMO) for you & 1 free dependent
• Generous amount of leaves (total of 25leaves - 20Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)
• Competitive commissions/incentives
• Extra allowances will be given for WFH set-up such as internet subsidy
• Life insurance effective on Day 1
• Access to training and opportunities for career progression/promotion
• Fun & exciting monthly social clubs - at the moment done virtually
• Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig.

& many more!

How to Flexi-first:

• You must have a stable fixed internet connection (minimum 25mbps)
• An ample working space with office table and chair is also required.
• Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.