Broker Support Officer
- Compensation
- Not disclosed
- Location
- Taguig, NCR, PH
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Contract
- Experience
- Not specified
- Category
- Support
- Posted
Skills
Full description
MA Financial Group is a global alternative asset manager specializing in private credit, real estate, and hospitality investments. We deliver tailored lending solutions across the property, corporate, and specialty finance sectors, supported by a full suite of corporate advisory services.In this role, you’ll work closely with Finsure—one of Australia’s fastest‑growing and most reputable mortgage groups.At Finsure, you become a trusted partner to high-performing Australian mortgage brokers. The organization is recognized for its strong operational processes, long-standing broker relationships, and clear career pathways for offshore mortgage professionals.Position SummaryThe purpose of this role is to support the broker on boarding stages when the mortgage broker is joining the business the role also requires ongoing support and assistance to our mortgage brokers, internal and external stakeholders.Detailed DescriptionFirst line of support for our brokers, providing friendly and effective customer serviceCompleting administrative duties with accuracyAssist with monthly reviews on Accreditations that are pending or are at training with broker and ensure that there is a manageable number of ‘At Bank Accreditations’ with regular follow upMaintain all broker contact information, lender codes, and broker business information in CRMResponding to queries via Freshdesk, email or phone in a timely mannerCommunicate and manage relationships with internal and external business units on business and broker related queriesProcessing broker business restructures & broker terminationProcessing new and existing broker contract agreements and their accreditations with LendersQuality assurance monthly reviewBroker Accreditations and general administration activityBroker Onboarding assistance and delegation of work where this is requiredSetting up and completion of Broker Application formConduct and assist with annual lender attestationAddress membership certificate updates and assist with internal annual membership renewal processesAssisting with ad hoc office related projects and initiatives where this is requiredYou will also be required to undertake other tasks as reasonably requested by ManagementRequired Skills, Knowledge and Experience:Strong interpersonal skills – both verbal and writtenAble to work effectively and efficiently towards goals in a complex/diverse environment with multiple and changing demandsHigh level of organizational skillsExperience with service delivery, support and assistance in a contact center environment particularly from a technical perspectivePrevious experience in Administration and/or from a CRM technical capacityPrevious exposure to the Financial or Banking Industry with a strong understanding of all third-party lending channelsProven track record in building relationships with both internal and external stakeholderWorking knowledge of regulatory and operational risk requirements affecting the Financial Services IndustryThorough knowledge if industry compliance requirementsExperience in a similar role within the financial services industry, particularly in Mortgage Broking and/or an Aggregation capacityA positive can-do attitude, you work in a proactive manner and you have immense passion towards providing an incredible service offeringStrong computer literacy and ability to learn new internal systems in a timely efficient mannerGenuinely motivated and willing to contribute towards the growth and success of our organization and culture