job description
Join Kin Financial Pty Ltd as a Remote Mortgage Broker Support Specialist and play a pivotal role in delivering exceptional service to clients and brokers in the dynamic mortgage industry. This full-time, work-from-home opportunity allows you to thrive in a flexible, digital-first environment while contributing to a leading financial services provider.
As part of our team, you’ll provide administrative and operational support to mortgage brokers, ensuring smooth transactions, accurate documentation, and timely communication. Your expertise will help streamline processes, enhance client satisfaction, and drive business growth. Ideal for detail-oriented professionals with a passion for finance and customer service, this role offers a competitive salary, career development, and the chance to work with a global team.
Based in Bali’s vibrant hubs (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung), you’ll enjoy the perfect blend of professional excellence and tropical work-life balance.
Responsibility
- Assist mortgage brokers with loan application processing, documentation, and compliance checks.
- Liaise with clients, lenders, and internal teams to gather and verify financial information.
- Prepare and submit mortgage applications, ensuring accuracy and adherence to regulatory requirements.
- Manage client inquiries via phone, email, and chat, providing clear and professional responses.
- Maintain and update CRM systems with client data, application statuses, and follow-up actions.
- Coordinate with underwriters and settlement teams to expedite loan approvals and closings.
- Generate reports and track KPIs related to application volumes, turnaround times, and client satisfaction.
- Stay updated on mortgage industry trends, lender policies, and compliance standards.
Qualifications
- Minimum 2+ years of experience in mortgage brokerage, banking, or financial services support.
- Strong understanding of mortgage processes, loan products, and regulatory frameworks.
- Excellent communication skills in English (written and verbal) with a customer-centric approach.
- Proficiency in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
- High attention to detail and ability to handle confidential financial information with integrity.
- Self-motivated with exceptional organizational and time-management skills.
- Experience working remotely or in a virtual team environment is a plus.
- Relevant certifications (e.g., mortgage licensing) or finance-related education are advantageous.