Financial Services Support Officer
4 days ago
Financial Services Support Officer Role at GBSS
We are seeking a highly skilled Financial Services Support Officer to join our team. This role is critical to ensuring the successful delivery of our mortgage services.
Responsibilities:
- You will manage the mortgage application process, ensuring compliance with industry regulations and company policies.
- You will review and verify loan documentation, including income, asset, and credit reports.
- You will conduct research on lender policies to provide the best lender options for borrowers.
- You will package and submit loan applications, ensuring all supporting documents align with lender requirements.
Key Performance Indicators (KPIs):
- Ensure all loan submissions meet disclosure and compliance requirements.
- Communicate effectively with borrowers, brokers, underwriters, and lenders to facilitate smooth loan processing.
- Oversee valuations, property assessments, and loan-to-value ratio evaluations.
- Manage discharge requests and liaise with funders to ensure timely processing.
Technical Requirements:
- Utilize mortgage industry platforms, including ApplyOnline, Simpology, LoanApp, and Credit Consumer Reports software.
- Work with RP Data, CoreLogic, and lender servicing systems to support loan assessments.
Qualifications & Skills:
- Minimum 2 years of experience in Australian mortgage brokerage or loan processing.
- Strong knowledge of loan structures, lender servicing, and credit policies.
- Excellent attention to detail and ability to work efficiently in a deadline-driven environment.
- Exceptional verbal and written communication skills to engage with clients and stakeholders.
- Proficiency in ApplyOnline, lender portals, file invites, RP Data, CoreLogic, and Microsoft Office is highly regarded.
Benefits:
- Dayshift and guaranteed Sat-Sun off – more time to spend with the family.
- Leave accrual upon hiring.
- HMO for principal + 1 dependent.
- Specific client-initiated benefits.
- Company-wide monthly engagement activities.
- Be part of a company that values its employees.
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