
Mortgage Loan Support Specialist
1 day ago
Job Title: Mortgage Loan Support Specialist
Job DescriptionWe are seeking a skilled Mortgage Loan Support Specialist to join our dynamic team. The successful candidate will provide high-level support to mortgage brokers, ensuring seamless loan applications and settlements.
- Support the broker throughout the loan application process
- Assist with all stages of the loan process, from first contact through to settlement
- Provide exceptional executive and administrative support to mortgage brokers and their applications
- Request client information and liaise directly with clients to gather supporting documentation
- Conduct needs analysis, serviceability assessments, product assessment, and funding position based on clients' objectives and situations
- Research lender policies
- Prepare loan comparisons
- Package client loan applications, ensuring accurate data entry and supporting documentation
- Follow up with lenders and report status
- Ensure compliance-related matters are addressed, capturing documentation in the CRM system
- Complete loan serviceability, order valuations, prepare forms, gather rate quotes, arrange loan doc execution, and arrange settlements
- Post-settlement aftercare and review existing client loans to maintain client contact
- Minimum 2 years Australian experience supporting a mortgage broker or banking/lending industry an advantage
- Experience with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems
- Passionate about delivering quality client outcomes
- Understanding of data privacy, the Australian Best Interest Duty, and Responsible Lending legislation
- Accountable and accurate work
- Understanding of mortgages language and end-to-end loan application process
- Excellent written and verbal communication skills
- Ability to work in a cohesive and high-paced environment
- Well-presented and detail-oriented
- Ability to understand financial documents and assess PAYG applications
- Great team player with a strong work ethic
- IT savvy and able to learn software quickly
- Highly organized and proficient at multi-tasking
- Genuinely caring leadership team
- Competitive salary package
- Full setup for desktop/laptop with backup internet
- Health Maintenance Organization (HMO) on first day of hire
- 15 vacation leaves and 5 sick leaves
- Annual performance reviews
- Unlimited employee referral incentives
- Employee loan facilities
- Social clubs and interest workshops
- Company events with prizes and recognition for performance
- Statutory benefits: maternity, paternity, and solo parent leaves, Magna Carta for Women, retirement benefits, overtime, and premium pays
About Us
Our company is an ISO-certified leading business process outsourcing (BPO) company providing simple and smart offshoring solutions to enrich client and staff lives.
We offer equal opportunities and a collaborative culture of excellence, making us not just an average BPO but a difference-maker in the industry.
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