
Australian Mortgage Loan Processor
1 week ago
This role involves supporting a broker to achieve settlement targets by managing data entry into various systems and preparing compliance documentation for proposed loans.
Key Responsibilities- Lodge new applications with lenders, follow through to approval & settlement
- Communicate with clients, keep them updated on progress
- Organise valuations with lenders
- Book and organise settlements with clients, solicitors, and lenders
- Evaluate settled files for compliance
- Keep the application tracker in CRM updated
- Track commission payments
- Manage diary and email communications
- Support the broker to achieve settlement targets
- Enter data into SalesTrekker / Apply Online / Loanapp / Flex
- Prepare Compliance Documentation for proposed loans
- A stable internet connection with at least 50MBPS or up
- A personal computer
Experience:
- A minimum of 2 years of experience in Australian loan processing is required
- Experience working with Australian mortgage CRM systems and aggregator platforms
Key Skills:
- Excellent written and verbal communication skills in English are crucial for interacting with clients, brokers, and other parties
- Proficiency in MS Office Suite, loan processing software, and potentially banking computer software
- Meticulousness in reviewing documents and ensuring accuracy is essential
- The ability to provide excellent customer service is vital
- Effective time management skills are needed to handle multiple tasks and meet deadlines
- Entry level
- Full-time
- Finance and Sales
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