Broker Support/Loan Writer

Position Overview:
RecruitGo is looking for a Broker Support/Loan Writer to assist our client, a company that operates in the financial services industry. It offers various services including commercial loans, insurance, investments, Kiwi Saver, and foreign exchange. 

We are looking for someone innovative, empathetic, community-oriented, adaptable, and flexible. You should have great attention to detail, be a self-starter, and possess excellent communication skills in both written and verbal English.
 

• Provide AHQ with services to support advisers and complete loan applications for submission by AHQ Advisors.
• Onboarding new clients, ensuring Declaration and Scope of Service documents are understood and signed.
• Ensuring all documentation is appropriately captured and recorded in the CRM system.
• Drafting and recording accurate client file notes in the CRM system.
• Finalizing loan documentation and settlement.
• Completing client refix and restructuring on behalf of AHQ Advisors.
• Handling client refinancing on behalf of AHQ Advisors.
• Devote sufficient time and attention to provide services efficiently and in line with agreed timelines.
• Ensure lenders receive complete information related to any loan application.
• Provide lenders, upon request, with personal identification documentation for clients, complying with applicable laws and regulations.
• Ensure all dealings with clients are done in person or disclose the method used to obtain information to the applicable lender, in compliance with relevant laws.
• Maintain detailed knowledge of all loan products provided by AHQ's dealer group members.
• Use only forms, documents, advertising, promotional materials, and ancillary documentation authorized by the lender.
• Avoid altering or supplementing any forms or documents from the lender without prior written approval.
• Ensure that all representations made to clients about lenders, loan products, or documents are accurate.
• Perform additional obligations as communicated by lenders related to processing, confirming, and qualifying loan applications.
• Check and record that loan funds requested by clients are for their sole use unless otherwise explicitly disclosed.
• Provide completed loan applications and any other signed documents to the relevant AHQ client.
• Promptly supply any new information related to loan applications to the applicable lender.
• Maintain AHQ’s archive of records and documents related to submitted loan applications.
• Exercise the degree of skill, care, and diligence expected of a competent mortgage or loan broker, complying with all relevant New Zealand laws and regulations.
• Preserve the confidentiality and security of all confidential information.
• Assist AHQ in responding to inquiries or notices issued under the Privacy Act 2020 or successor legislation, addressing complaints related to personal information handling.
• Obtain AHQ’s prior written consent before using its name, logo, trademarks, or intellectual property in any advertising, promotional materials, or communications.
• Maintain a professional manner to ensure that AHQ and its clients are not brought into disrepute.
• Use best endeavors to promote AHQ's interests and grow its client base.

• Strong verbal and written English
• Aus / NZ mortgage CRM experience
• Aus / NZ mortgage calculator experience
• Aus / NZ mortgage diary note experience
• Proficient Microsoft products, excellent Excel
• Proficient Google products
• Banking experience
• Bank policy experience
• Loan app experience
• Fixed rate review experience

• Salary: 30,000 - 45,000 PHP
• Work Set up: Permanent WFH
• Schedule: 40 hours a week and 8 hours per day with one (1) hour lunch break
• Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.
• Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued.
• Inclusivity: Be part of an inclusive and diverse workplace that values your contributions. Work with the internal team to ensure timely delivery of services to clients and ensure that clients & expectations are met.