Loan Processing Specialist
1 week ago
As a Loan Processing Specialist at Three Peaks International Pty Ltd, you will play a crucial role in supporting the mortgage process for Australian businesses. The ideal candidate should have strong knowledge in both administrative and financial broking business.
Key Responsibilities- Review and verify loan applicant client documents for processing.
- Source and review client financials, verification documents, and input data into aggregator and ApplyOnline.
- Generate document packs, identify gaps, and complete assessments.
- Prepare compliance and application paperwork instructed by Broker, perform quality checks, and upload the pack into ApplyOnline.
- Instruct valuation reports across different banks through nominated systems.
- Follow up valuation reports and respond to requests for additional information.
The Loan Processor will be responsible for entering borrower information, lenders' application forms, and executing instructions given by the present borrower into application forms. Additionally, they will request credit check consent via DocuSign and order credit reports through various lender systems.
Requirements- A minimum of 1-2 years of experience in mortgage process support/loan processing for Australia.
- High competency in using cloud-based tools & systems, with working knowledge in using Salestrekker, Vownet.
- Bachelor's Degree related to business or finance, with qualifications in accounting and finance highly favored.
- Basic understanding of mortgage finance and direct experience in dealing with primary loan/mortgage applicants.
- Excellent numeracy skills and ability to determine client requirements based on their current circumstances.
- Permanent work-from-home setup.
- Performance Appraisal and Increase and Bonus (Merit-based).
- Paid Time off.
- Independent contractor setup - Tax-Free payment.
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