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Broker Support Specialist

2 months ago

Sydney, New South Wales, Australia Ubank Full time
About Us

At Ubank, we're dedicated to empowering the digital generation to achieve financial success. Our mission is to provide innovative solutions that help our customers manage their finances effectively. We're passionate about creating a seamless experience for our customers, and we're looking for talented individuals to join our team.

Job Summary

We're seeking a highly motivated and experienced Broker Support Administrator to join our Mortgage Division. As a key member of our team, you'll be responsible for providing exceptional customer service, building relationships with mortgage brokers, and driving new business opportunities. If you're passionate about the financial services industry and have a talent for problem-solving, we'd love to hear from you.

Key Responsibilities
  • Provide phone and email support to mortgage brokers and broker assistants
  • Manage expectations and provide status updates
  • Work closely with mortgage brokers, business development managers, and lending operations to ensure a smooth experience
  • Liaise with our settlement team
  • Adhere to compliance requirements
  • Work closely with credit, operations, and business partners
  • Assist with mortgage broker training sessions
  • Support broker accreditations
  • Maintain accurate client records and databases
  • Manage valuations pre-submission
  • Manage business collateral and participate in change initiatives
  • Attend broker and aggregator functions when needed
  • Participate in team initiatives
Requirements
  • 1+ years' experience in residential mortgages, lending, or sales
  • Strong industry knowledge
  • Ability to work autonomously and meet deadlines
  • Some management experience preferred
  • Exceptional phone and email skills
  • Ability to multitask and adapt to changing situations
Our Values
  • Delight the Customer - We put our customers' needs at the forefront of everything we do.
  • Agile and Brave - We're constantly innovating and collaborating to create something new.
  • Value Each Other - We respect and appreciate each other's contributions.
  • Frank and Authentic - We say what we mean and mean what we say.
  • Show Up - We bring our passion and positivity to work every day.