Senior Loan Processing Specialist
1 week ago
As a Senior Loan Processor at ConnectOS, you will play a vital role in supporting our clients in their journey to secure financing for their homes. Your primary responsibility will be to process loan applications efficiently and effectively, ensuring that all necessary documents are collected, reviewed, and submitted on time.
To excel in this role, you will need to have excellent communication skills, both written and verbal. You must be able to work independently and as part of a team, with a focus on delivering high-quality results under pressure.
We offer a comprehensive training program to help you develop the skills and knowledge needed to succeed in this role. Our team is committed to providing ongoing support and guidance to ensure your success.
- Document management (collecting, renaming, organising, following up sensitive supporting documentation)
- NCCP Compliance checks and transcribing notes from summaries to detailed responses
- Calculate income for both PAYG and Self Employed applicants
- Understand and interpret complex financials (Self employed, trusts and company)
- Complete lender servicing calculators
- Data entry of client information to MyCRM (LMG CRM system)
- Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender
- Living expense analysis
- Assist in researching lenders who have a specific policy to suit the clients requirements
- Generation of application paperwork, including those for the First Home Buyers and Discharge forms
- Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate
- Pricing requests across multiple lenders, for new applications and settled loans
- Generating comprehensive credit reports and being able to interpret them
- Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions
- Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission
- Ensuring settlement occurs on time and meets crucial deadlines
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