Position Overview: RecruitGo is looking for a Broker Support/Loan Writer to assist our client, a company that operates in the financial services industry. It offers various services including commercial loans, insurance, investments, Kiwi Saver, and foreign exchange. We are looking for someone innovative, empathetic, community-oriented, adaptable, and flexible. You should have great attention to detail, be a self-starter, and possess excellent communication skills in both written and verbal English. Responsibilities: Provide AHQ with services to support advisers and complete loan applications for submission by AHQ Advisors. Onboarding new clients, ensuring Declaration and Scope of Service documents are understood and signed. Ensuring all documentation is appropriately captured and recorded in the CRM system. Drafting and recording accurate client file notes in the CRM system. Finalizing loan documentation and settlement. Completing client refix and restructuring on behalf of AHQ Advisors. Handling client refinancing on behalf of AHQ Advisors. Devote sufficient time and attention to provide services efficiently and in line with agreed timelines. Ensure lenders receive complete information related to any loan application. Provide lenders, upon request, with personal identification documentation for clients, complying with applicable laws and regulations. Ensure all dealings with clients are done in person or disclose the method used to obtain information to the applicable lender, in compliance with relevant laws. Maintain detailed knowledge of all loan products provided by AHQ's dealer group members. Use only forms, documents, advertising, promotional materials, and ancillary documentation authorized by the lender. Avoid altering or supplementing any forms or documents from the lender without prior written approval. Ensure that all representations made to clients about lenders, loan products, or documents are accurate. Perform additional obligations as communicated by lenders related to processing, confirming, and qualifying loan applications. Check and record that loan funds requested by clients are for their sole use unless otherwise explicitly disclosed. Provide completed loan applications and any other signed documents to the relevant AHQ client. Promptly supply any new information related to loan applications to the applicable lender. Maintain AHQ’s archive of records and documents related to submitted loan applications. Exercise the degree of skill, care, and diligence expected of a competent mortgage or loan broker, complying with all relevant New Zealand laws and regulations. Preserve the confidentiality and security of all confidential information. Assist AHQ in responding to inquiries or notices issued under the Privacy Act 2020 or successor legislation, addressing complaints related to personal information handling. Obtain AHQ’s prior written consent before using its name, logo, trademarks, or intellectual property in any advertising, promotional materials, or communications. Maintain a professional manner to ensure that AHQ and its clients are not brought into disrepute. Use best endeavors to promote AHQ's interests and grow its client base. Requirements: Strong verbal and written English Aus / NZ mortgage CRM experience Aus / NZ mortgage calculator experience Aus / NZ mortgage diary note experience Proficient Microsoft products, excellent Excel Proficient Google products Banking experience Bank policy experience Loan app experience Fixed rate review experience Why RecruitGo? RecruitGo seamlessly links world-class business partners with top-tier global talent in emerging markets. Secure legal employment through our Employer of Record services and embark on a journey to unparalleled professional opportunities. Salary : 30,000 - 45,000 PHP Work Set up: Permanent WFH Schedule: 40 hours a week and 8 hours per day with one (1) hour lunch break Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding. Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued. Inclusivity: Be part of an inclusive and diverse workplace that values your contributions. Work with the internal team to ensure timely delivery of services to clients and ensure that clients & expectations are met.