Senior Loan Preparation Expert

6 days ago

Sorsogon, Bicol, Philippines beBeeBroker Full time A$25,000 - A$28,000
Loan Processing Specialist

This is a high-performing role where you will play a crucial part in supporting mortgage brokers by handling end-to-end loan processing, ensuring a seamless experience for clients.

You will be responsible for loan preparation, documentation management, and liaising with lenders and clients to help drive successful mortgage outcomes.

Key Responsibilities:
  • Assist brokers with loan application preparation, submission, and follow-up
  • Collect, verify, and manage required documentation from clients
  • Liaise with lenders, solicitors, and clients to ensure timely loan processing
  • Track loan applications through to settlement, providing updates to all stakeholders
  • Maintain client records accurately in CRM systems
  • Provide exceptional customer service by addressing client queries promptly and professionally
  • Stay up to date with lender policies, products, and industry changes
  • Support the brokers with any administrative tasks to ensure smooth daily operations
  • Handle lodgements, compliance checks, pricing requests, variations, and discharges
Requirements:
  • Proven experience as a Mortgage Broker Assistant (senior level preferred), with at least 5 years of experience in the field
  • Strong understanding of mortgage lending processes, lender requirements, and industry regulations
  • Excellent communication and customer service skills
  • High attention to detail and ability to manage multiple loan files simultaneously
  • Proficient in using CRM systems, loan submission platforms, and Microsoft Office Suite
  • Ability to work independently and collaboratively within a team environment
  • A proactive, solutions-focused approach with excellent problem-solving skills
  • Strong knowledge of lender policies and the mortgage broking environment

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