Mortgage Support Specialist

  • Philippines
  • Permanent
  • Full-time
  • 25 days ago
Looking for Filipino (Philippines-based) candidates Job Role: Strategic/Mortgage Support Specialis tSalary range: 1,800 - 2,400 AUD/month (before deductions ) Work Schedule: 9:00 AM - 5:00 PM AE STPhilippine Time Equivalent: 7:00 AM - 3:00 PM P HTNote: During daylight saving time (around October to March), the start time would usually shift to 6:00 AM PHT. However, this can be adjusted to 7:00 AM to make it more manageabl e. Engagement type: Employer of Record (E OR) Who We A re: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be hired by the client as a full-time employee with an expectation of exclusivity (not working for other companies). We are not an outsourcing agency. All of our roles are 100% remote so you&aposll be able to work from home Who The Client Is: Our client is a boutique advisory firm focused on helping professional service businesses and their clients navigate complex lending needs. They take a highly strategic approach to structuring debt, offering solutions that go well beyond standard lending serv ices. Role Ove rview: We are seeking an exceptional Strategic Support Specialist to function as the strategic support partner to our debt advisory strategists. Think of this as the surgeon-assistant model: our strategists are the surgeons who perform the complex advisory work, while you ensure they have everything they need at their disposal to operate with maximum efficiency and prec ision.Your role is to ensure all relevant supporting evidence, data, and research is prepared and organised before the strategist begins their work. You&aposll anticipate their needs, prepare their tools, and handle the detailed groundwork so they can focus entirely on delivering sophisticated debt advisory solutions to cl ients.This is the first time our strategy team will have dedicated strategic support - you&aposll be instrumental in creating a new standard of operational excellence in premium debt advisory ser vices.While this specific role is new, we have nearly a decade of successful experience working with offshore teams, giving us a deep understanding of how to create effective cross-cultural partnerships that deliver exceptional re sults.We want someone who will make this role their own, bringing ideas for continuous improvement and leaving their mark on how strategic support functions in our growing firm. Key Responsibil ities: Strategy SupportEnsure all supporting evidence is p reparedSet up Quickli sc enariosConduct credit checks during strate gy prepPrepare broker ha ndoversAnalyse financial statements & tax returnsMarket Intel ligenceMonitor lender product updatesMaintain comprehensive rate s cardsResearch market trendsCollate regulatory changes into knowledge systemsCompile weekly intelligence reportsProperty Val uationsCoordinate valuations with lendersManage timelines and fo llow-upHandle disputes and r eordersProvide clear summaries to stra tegistsLender R esearchMaintain lender database (policies, rates, requir ements)Manage BDM contact d atabaseResearch appetite for complex sc enariosCreate policy comparison do cumentsBuild reference database for future m atchingClient Commun icationDraft email responses (requires strategist ap proval)Create presentation materials from te mplatesSupport cross-team collab oration Req uirementsFinancial Services ExpertiseMortgage industry knowledge - Rates, products, lending criteria, Australi an marketCredit assessment proficiency - Reports, scoring, serviceability cal culationsFinancial analysis skills - Statements, tax returns, complex income s tructuresRegulatory compliance - NCCP, responsible lending, industry standards Technical P roficiencyQuickli platform mastery - Complex scenarios and ca lculationsBroker Engine proficiency - Funding positions and loan structuring capabilities (Broker Engine is another software platfo rm we use)Openness to learn AI and smart technology - Efficiency, accuracy, consist ency toolsAdvanced Excel/Sheets - Financial modeling, data analysis, pi vot tablesHubSpot CRM proficiency - Data management, reporting, workflowsResearch methodology - Systematic information gathering and validation Communication ExcellenceProfessional written communication - Reports, documentation, cor respondenceEmail composition skills - Premium service standard s alignmentCross-team collaboration - Strategy, processing, client experience c oordinationPresentation capabilities - Clear visual presentations an d summaries Work Arrangement & E xpectations:This is a remote role that will be set up via an Employer of Record (E OR) service.To ensure alignment and transparency, successful candidates will be expected to:Be available for meetings and collaboration during core 9 AM - 5 PM AEST or 7 AM - 3 PM PH TimeDisclose any existing ongoing roles or client workReflect this engagement on their Lin kedIn profil Show more Show less

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