
Australian Mortgage Specialist
1 day ago
Mortgage loan processors play a pivotal role in supporting brokers to achieve settlement targets. They are responsible for managing data entry into various systems and preparing compliance documentation for proposed loans.
- Lodging new applications with lenders and following through to approval and settlement.
- Communicating with clients to keep them updated on progress.
- Organizing valuations with lenders.
- Booking and organizing settlements with clients, solicitors, and lenders.
- E nsuring all settled files are compliant.
- Keeping application trackers within CRM systems updated.
- Tracking commission payments.
- Managing diaries and emails.
- Supporting brokers to achieve settlement targets.
- Entering data into SalesTrekker, Apply Online, Loanapp, and Flex.
- Preparing compliance documentation for proposed loans.
Experience:
- A minimum of 2 years of experience in Australian loan processing is required.
- Experience working with Australian mortgage CRM systems and aggregator platforms is essential.
Skills:
- Excellent written and verbal communication skills in English are crucial for interacting with clients, brokers, and other parties.
- Proficiency in MS Office Suite, loan processing software, and potentially banking computer software is necessary.
- Meticulousness in reviewing documents and ensuring accuracy is essential.
- The ability to provide excellent customer service is vital.
- Effective time management skills are needed to handle multiple tasks and meet deadlines.
- This is a full-time position.
- Finance and sales.
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