Jm Siongco

Results-driven professional with 5+ years in the Australian mortgage industry and 3 years in sales & marketing. Skilled in client relationship management, loan processing, CRM management, valuations, pricing and compliance. Experienced in supporting Australian mortgage brokers from application through settlement.

Mortgage Broker Support - Shoreline Financial

(2026-04)

• Provide end-to-end loan processing support from application preparation through approval and settlement.
• Prepare and review client documentation, SOCA, ApplyOnline applications and lender requirements.
• Manage CRM records and applications through Infynity.
• Request pricing, order and monitor property valuations, and follow up lender requirements.
• Assist with servicing assessments, loan structure and product selection.
• Manage compliance and identification documents, including InfoTrack ID reports.
• Liaise with brokers, clients, lenders and BDMs to resolve outstanding items and keep applications progressing.

Mortgage Broker Support - TOA Global

(2025-05 - 2025-11)

• Provided end-to-end loan processing support.
• Prepared and organized client documents and managed CRM / ApplyOnline.
• Requested pricing and ordered valuations.
• Completed MIR and supported compliance requirements.
• Monitored loan progress from submission to settlement and liaised with clients, brokers and lenders.

Mortgage Broker Support – Freelance - Finance Code

(2024-10 - 2025-02)

• Supported the credit analyst / mortgage broker with loan processing and documentation.
• Assisted with lender requirements, valuations and application follow-ups.

Mortgage Broker Support - People Partners Inc.

(2023-12 - 2024-09)

• Provided end-to-end loan support to brokers / clients throughout the loan application process.
• Managed CRM and ApplyOnline.
• Requested pricing and ordered valuations.
• Completed MIR and supported compliance requirements.

Mortgage Broker Support - Loan Market Group

(2020-12 - 2023-11)

• Supported brokers on loan applications.
• Assisted with pricing and valuations.
• Liaised with lenders / BDMs.

Bancassurance Financial Executive - AXA Philippines

(2018-09 - 2020-09)

• Conducted financial planning interviews using a structured presentation process.
• Analyzed client needs and prepared recommendations for AXA products.
• Completed application forms and underwriting requirements.
• Provided after-sales service and maintained strong client / branch relationships.

Management Trainee - VIVO Philippines

(2017-02 - 2017-09)

• Maintained relationships with customers, dealers and branch managers.
• Supported sales and marketing initiatives and monitored competitive products.
• Tracked business revenue and supported sales and people management.

Bachelor of Science - Business Administration major in Marketing Management - National Teachers College (2012 - 2016)