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Financial Planner Assistant

Keywords / Skills : Mortgage Sales, Mortgage Collections, Mortgage Lead Generation, Mortgage Process

1 - 3 years
Posted: 2018-06-19

Real Estate
Real Estate
Property Management
Real Estate Appraising
Real Estate Research
Posted On
19th Jun 2018
Job Description
Sending Letter of authorities to superannuation companies and then calling to ask a series of questions - a checklist will be provided
- Updating the CRM with file notes, tasks and information
- Completing new file data and notes into our CRM
- Completing schedules of products
- Collecting client info to hand to advisers
- Generating SOA packs and completing application forms ready to email to us
- Generating additional documents and completing fields (online) as requested

Essential Skills:
Prefer candidates with a Cert. IV qualification and experience
across at least two platforms (ideally including one of Flex, Symmetry, Vow,
Loankit, Mercury, Podium, NMB).
1 year experience working for mortgage broker in AU is a must

About Company

Cloudstaff is a global offshoring and outsourcing services provider with offices in the Philippines, United Kingdom, China and Australia. We provide companies all over the world to focus on their bottomlines with ease and effectivity; thus, helping them reduce costs and energy. Our service models target specific industries, so we could serve small start-up and large businesses.

Cloudstaff's distinctive approach includes dedication and professionalism which enables us to deliver our services. We free the time of your highly skilled staff by shifting the time intensive business tasks to more cost effective locations allowing your local staff to focus on running your business.

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