
Australian Mortgage Broker Assistant/Financial Operations Specialist
7 days ago
Australian Mortgage Broker Assistant/Parabroker/Settlement Officer supports skilled professionals in mortgage broker processes, utilizing industry-standard software to deliver top-notch support and ensure smooth operations.
Main Responsibilities- Support the Broker: Assist throughout the loan application process.
- Lend a Hand: Aid brokers at all stages of the loan process, from initial contact through to settlement.
- Administrative Support: Provide high-level executive and administrative support to Mortgage Brokers and their applications.
- Client Interaction: Request client information and liaise with clients to gather supporting documentation.
- Needs Analysis: Conduct needs analysis, serviceability assessments, product assessment, and funding position based on client objectives and situations.
- Lender Research: Research lender policies and prepare loan comparisons.
- Loan Preparation: Prepare and package client loan applications, ensuring data entry requirements are accurate and all supporting documentation is as per bank requirements.
- Status Updates: Lender follow-up and status reporting.
- Compliance: Ensure compliance-related matters are addressed, capturing all documentation and data in the CRM system.
- Loan Serviceability: Complete loan serviceability, order valuations, prepare forms, gather rate quotes, arrange loan doc execution, and arrange settlements with stakeholders.
- Industry Experience: Minimum 2 years Australian experience supporting a mortgage broker or banking/lending industry.
- Technical Skills: Experience with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems.
- Client Focus: Passion for delivering quality client outcomes.
- Legislative Knowledge: Understanding of data privacy, Australian Best Interest Duty, Responsible Lending, and broker obligations under legislation.
- Accountability: Accountable and accurate work habits.
- Mortgage Expertise: Understanding of mortgages language and end-to-end loan application process.
- Communication Skills: Excellent written and verbal communication skills.
- Team Player: Great team player with a strong work ethic.
- Technology Savviness: IT savvy and able to learn software quickly.
- Organizational Skills: Highly organized and proficient at multi-tasking.
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