
Mortgage Solutions Specialist
1 day ago
This role involves managing pre-credit loan processing tasks, including retention pricing, valuations, data entry, and post-settlement support.
Key Responsibilities:- Conduct retention pricing of existing client portfolios
- Prepare servicing calculators for mortgage brokers
- Send welcome emails and initial data requests to new clients
- Enter data for new clients and update existing client records
- Request, index, and organize supporting documents, identifying missing items
- Request pricing discounts from lenders and order valuations
- Organize property reports and prepare broker tools like strategy sheets and loan options mud maps
- Draft lender application notes and support brokers with lender option preparation
- Call lenders for updates and assist with post-settlement loan account summaries
Our Client
Our client is a dynamic Australian mortgage brokerage dedicated to helping clients secure the best property finance solutions. Known for their innovative approach and customer-first service, they guide individuals and families through the complexities of loan applications with precision and care.
What We Offer:- A competitive salary package
- Permanent work-from-home arrangement
- Opportunities for employee referral incentives across the organization
- Unlimited upskilling through Emapta Academy courses
- Standard government and Emapta benefits
- Total of 20 annual leaves to be used on your own discretion
Qualifications and Skills:
- Minimum 1 year of experience in Australian mortgage loan processing
- Familiarity with pricing and valuation processes
- Exposure to CRM platforms such as Mercury, FLEX, SalesTrekker, or Symmetry
- Highly organized with strong attention to detail
- Excellent written and verbal communication skills
As a forward-thinking company that values collaboration, accuracy, and growth, we empower your success with opportunities for personal and professional development in an inclusive environment.
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