Broker Support Analyst
- Clark, Pampanga, PH
- Full time | Onsite
- Day Shift (TBD)
The client is passionate about delivering exceptional financial experiences that prioritize its customers. Its founders—seasoned finance professionals with extensive backgrounds in tier-one banks and financial institutions—share a vision to bring private banking-level service to the broader market.
With a combined wealth of experience in residential and commercial finance, the founders have built a reputation for excellence, earning accolades as award-winning private bankers. However, they saw an opportunity to make a more meaningful impact by breaking free from traditional banking constraints. By launching The Client, they have committed to empowering individuals, investors, and businesses of all
sizes with tailored financial solutions.
The Client’s mission is simple yet ambitious: to provide personalized, private bank-style service to everyone, regardless of their financial situation or goals. From first-home buyers to seasoned investors and businesses, The Client is dedicated to delivering expert guidance, innovative solutions, and unparalleled customer care. In doing so, it is redefining the finance broking experience, one relationship at a time.
- Receive Fact Find/Documents/Instructions from Broker.
- Create Opportunity and update details in CRM.
- Request pending documents/information from clients.
- Document verification, renaming, and updating records in software.
- Perform calculations for Funding Position, Borrowing Capacity & Product Comparison.
- Finalise lender/product selection with Broker and complete compliance documentation.
- Reviewing bank policy to ensure deal meets criteria.
- Complete Serviceability Calculators.
- Completing Apply Online (AOL) or other deal lodgement process as required by a lender.
- Upload supporting documents and submit applications.
- Follow up with lenders until settlement.
- Confirm settlements with broker and clients.
- Maintain spreadsheet of clients facilities ensure all loan details, repayment terms, securities, equity and dates are accurate and up to date.
- Scheduling in reviews with clients and broker.
- Ad-hoc Support:
○ Rate review pricing requests.
○ Valuation orders.
○ Lender policy checks.
○ Living expenses calculations.
○ Client communications and lender follow-ups.
○ Data cleaning, marketing support, and research.
- Preferably experience working in loan processing and familiarity with Mercury or other
aggregator software. - Experience reviewing financial statements and payslips and analysing loan serviceability.
- Experience on Mercury a plus, but not essential.
- Experience completing loan servicing on bank calculators a big positive.
- Strong organisational skills and attention to detail.
- Proficiency in Microsoft Office / Google Workspace; CRM experience advantageous.
- Good written and verbal communication skills.
- Ability to multitask and support multiple product accounts.
- Proactive and team-oriented with a strong customer focus.
- Accuracy and completeness of database entries and loan serviceability assessments.
- Responsiveness to internal requests and email inquiries.
- Quality and timeliness of Property File Reports.
- Feedback from brokers.
- Initiative in identifying and resolving database issues.
