Broker On-boarding Specialist | Eastwood


  • Quezon City, Philippines
    1880 Avenue Building, Quezon City, National Capital Region, Philippines
    Quezon City
    National Capital Region
  • Full time
Recruiter was hiring an hour ago

Job Description

Broker Administration Officers work within the Broker Onboarding and Administration team and handle the onboarding and maintenance of the brokers, both through verifying and entering broker information and supporting brokers in any queries.


  • Input and maintain brokers and their organizations in CRM system
  • Preparation of agreements and other documentation for new brokers and their organizations
  • Liaising with brokers to ensure correct information is received and is executed correctly where applicable
  • Request and check supporting documentation for new brokers and organizations, and escalate any anomalies
  • Handling new and existing brokers lender accreditations, collating documents, liaising with lenders
  • Issue new brokers login credentials and other systems as required.
  • Create and update commission and fee bank accounts and statement email addresses.
  • Investigate and respond to brokers regarding fee queries.
  • Facilitating, verifying and entering any variations for existing brokers into <gwmw class="ginger-module-highlighter-mistake-type-3" id="gwmw-15686059644630261064058">CRM system</gwmw>
  • Process terminations and suspensions. Prepare termination and separation letters.
  • Support brokers via Zendesk with any queries related to the above processes
  • Use Zendesk to monitor and prioritize submissions from brokers and state sales teams.

Minimum Qualifications

The client is Australia’s largest mortgage broking groups.

  • Experience in using a Customer Relationship Management system.
  • Experience in using Microsoft office products.
  • Structured approach to analyzing and solving business problems with attention to detail and accuracy.
  • Ability to work under pressure.
  • High level of accuracy and attention to detail.
  • High level of self-motivation.
  • Ability to work in a team environment.

Jobs Summary

Job level
Associate / Supervisor
Job category
Accounting and Finance
Educational requirement
Bachelor's degree graduate
Office Address
1880 Avenue Building
Outsourcing / Offshoring
7 openings

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About Microsourcing

MicroSourcing is one of the leading offshoring and outsourcing solutions provider in the Philippines. Voted Best Non-voice Company of the Year in 2014, we are not your average BPO. We cater to foreign companies who operate in a wide variety of industries from all over the world. Therefore, you have the opportunity to do what you love and grow your career Our offices are located in Eastwood City, Mall of Asia Complex, Bonifacio Global City, Ortigas Center and Cebu IT Park, all easily accessible no matter where you live. Join our growing family and be part of an international and collaborative working environment. WHY JOIN US? MicroSourcing offers diversity in career options. We welcome individuality in self-expression without losing the value for team involvement. We are a fresh look at the BPO & KPO industry. Come experience the MicroSourcing life and be part of our growing family. We are a fast growing company but we have always been able to keep the fun, young and intimate atmosphere from the time we started. We strongly believe in transparency and honesty and we always make sure to represent the interests of our employees as much as we represent the interests of our clients.
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