Broker Support (Australian Client/Day Shift) at Optima Medical

Angeles, Central Luzon, Philippines -

Full Time

Start Date

Immediate

Expiry Date

15 Jul, 26

Salary

0.0

Posted On

16 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Broker support, Loan application processing, Salestrekker, Apply Online (AOL), Credit assessment, Income checks, Servicing calculations, Compliance documentation, Financial data analysis, Stakeholder communication, Workflow management, Pipeline progression, Lender policy awareness, Quickli, Credit reporting, Multitasking

Industry

Business Consulting and Services

Description

About Brainbox Brainbox is different to every other BPO. It’s not just the amazing culture, strong brand, loyal customers and talented staff - it is deeper than that. The Brainbox core value of ‘Always Be Kind’ is embedded in every policy, decision, and every day. We develop our people, and the Philippines management team is all Filipinos. Everything we do is aimed at providing people with a work culture that helps them improve every single day. From unlimited training to HMO benefits from day 1, we want our people to love what they do and become the best versions of themselves. We are seeking a motivated and organised Broker Support professional to provide day-to-day assistance to our Australian client’s brokerage team. The role is focused on end-to-end application management and ownership of deal progression from lead through to settlement, with a heavy emphasis on accuracy, follow-up discipline, and system use. Key Responsibilities End-to-end loan application processing from lead creation to post-settlement Lodging deals via Salestrekker and Apply Online (AOL) Managing supporting documents, validation, and submission to lenders Conducting income checks, servicing calculations, and credit assessments Handling lender follow-ups across pre-assessment, credit, approval, and docs Managing valuation orders and pricing requests Completing compliance documentation and application forms Reviewing bank statements, credit reports, and financial data Liaising with brokers, lenders, BDMs, clients, and third parties Managing ongoing client and stakeholder communication Tracking workflows, status updates, and pipeline progression Supporting process improvements and maintaining lender policy awareness Tools/Systems Salestrekker (mandatory) Apply Online (AOL) (mandatory) Quickli or lender servicing calculators Credit reporting tools Microsoft Office / email systems CRM / workflow tools Requirements At least 2-3 years of experience in AU broker support, brokerage operations roles Understanding of Australian brokerage and financial services environment is required Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Ability to multitask and manage competing priorities effectively. Strong follow-up discipline, does not drop tasks Comfortable working across multiple stakeholders Process-driven with ability to manage volume Confident communicator with clients and lenders Able to work independently with minimal supervision Attractive and competitive salary Tenure-based and Performance-based incentives Paid time off Unlimited cash incentives for hired referrals Engagement and Recognition programs HMO on day 1 Work-life balance with a 37.5h week and free weekends International career growth and clients Opportunities to travel abroad Modern air-conditioned offices, located along MacArthur Highway (easy public transportation access), near residences, malls, and restaurants Fun and inclusive working environment and great working culture Dedicated local support with local Management, HR, onboarding, payroll, and ICT Access to unlimited training and micro-competencies to advance your skills This role is subject to a number of skills and practical tests. This position is an onsite role at our Pampanga office. Candidates must be willing to work on-site.

Responsibilities

The role involves managing end-to-end loan applications from lead creation through to settlement, including document validation and lender submission. You will also be responsible for maintaining ongoing communication with brokers, lenders, and clients while ensuring compliance and accurate workflow tracking.