Mortgage Broker Support Specialist
4 weeks ago
About Ubank
We empower the digital generation to be more successful with money. Our daily money companion brings together the ability for customers to see their money in one place, with smart features and real-time insights designed to help them get ahead. With Ubank, our customers can discover what it feels like to save more, see exactly where they're spending and own their own home faster.
Your Role
You will work with Business Development Managers, Mortgage Brokers, Aggregators, and our lending operations team to assist driving new business opportunities, provide exceptional customer service, and build relationships. This is a hybrid role where office attendance is required 3 days per week in our Sydney office.
Key Responsibilities
- Provide essential phone and email support to Mortgage brokers and broker assistants
- Provide status updates and assist in managing expectations
- Work with Mortgage Brokers, Business Development Managers, and Lending operations to maintain a smooth experience as files make their way through the pipeline
- Liaise with our settlement team
- Adhere to our compliance requirements
- Work closely with credit, operations, and business partners
- Work closely with our aggregator partners
- Assist with Mortgage Broker training sessions
- Support broker accreditations
- Maintain accurate client records and databases
- Manage valuations pre-submission
- Manage business collateral and be a part of change initiatives
- Attend broker and aggregator functions when needed
- Participate and contribute in team initiatives
- Clearly demonstrate the Ubank value propositions
What We're Looking For
You have a talent and passion for solving customer problems. You are an experienced Broker support administrator in the 3rd party intermediary channel. You have experience with mortgages and credit criteria. You can demonstrate that you are a team player and can work independently. You are great at building rapport and relationships (including over the phone). You have great communication skills. You have attention to detail, yet able to step back and see the big picture when the situation requires. You will love learning everything there is to learn about our products, competitor knowledge, and the broker industry. You are a self-starter and get excited by helping brokers and BDMs. You are solution-based and love problem-solving, and you put your hand up for help when stuck. You are a team player and support your team as needed. You know how to adapt to situations and will represent yourself and the company professionally.
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