
Australian Mortgage Loan Professional
3 days ago
This role supports brokers to achieve settlement targets, manage data entry into SalesTrekker / Apply Online / Loanapp / Flex, and prepare compliance documentation for proposed loans.
Key Responsibilities- Lodge new applications with lenders and follow through to approval & settlement.
- Communicate with clients to keep them updated on progress.
- Organise valuations with lenders.
- Book and organise settlements with clients, solicitors, and lenders.
- E nsure all settled files are compliant.
- Update application tracker within the CRM regularly.
- Track commission payments.
- Manage diary and email correspondence.
- Support brokers 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:
- At least 2 years of experience in Australian loan processing is required.
- Experience with Australian mortgage CRM systems and aggregator platforms.
Skills:
- Excellent written and verbal communication skills in English 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 to handle multiple tasks and meet deadlines.
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