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2 days ago
We are seeking a highly skilled and detail-oriented Mortgage Professional to join our mortgage brokerage. This role requires the individual to manage pre-credit loan processing tasks, including retention pricing, valuations, data entry, and post-settlement support.
The successful candidate will be responsible for managing loan applications from start to finish, ensuring accuracy and efficiency in all processes. They will work closely with our team to ensure timely preparation of loan applications while maintaining a high level of attention to detail and organizational skills.
This role requires a minimum of 1 year of experience in Australian mortgage loan processing, familiarity with pricing and valuation processes, and exposure to CRM platforms such as Mercury, FLEX, SalesTrekker, or Symmetry.
Key Responsibilities:- Conduct retention pricing of existing client book
- Prepare servicing calculators for 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 Quickli, strategy sheets, and loan options mud maps
- Draft lender application notes and support brokers with lender option prep
- Call lenders for updates and assist with post-settlement loan account summaries
- Prepare detailed post-settlement breakdowns for clients
- Assist in preparing and managing discharge forms for settlements
Our company is a dynamic Australian mortgage brokerage dedicated to helping clients secure the best property finance solutions. We guide individuals and families through the complexities of loan applications with precision and care.
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