Loan Administrator

2 days ago


NCR, Philippines Three Peaks International Pty Ltd Full time

Full time remote positionRenumeration: up to Php 60k per month.Work Schedule: 9 AM to 6 PM SYD/ AESTThree Peaks International is a Sydney based staffing solutions partner which provides local and virtual staffing solutions to Australian businesses through outsourcing, recruitment, and migration. Simply put, we help businesses grow by providing them the staff they need that gets the job done.File Management Uploading documents in Docusign for client or third party to sign Downloading all supporting documents and information received by client or third party, i.e. Accountant, Lawyer & Real Estate Agent Renaming supporting documents and allocating into the correct folder structure Generate supporting document pack that includes all documents and information, and ensure you have not missed any documents Identifying gaps in supporting documentation or what would be a roadblock for the broker to complete an assessment Transfer information from the pack into our Fact Find and Client Assessment (Living Expenses, Property Portfolio)Completing Pricing Requests & Ordering Valuations Complete new and existing pricing requests and negotiating interest rates where required Assist the broker team to prepare lender comparisons Instruct different types of valuation reports ranging from free property reports, desktop valuations / AVM's, to full valuation reports requiring a physical inspection Instruct these reports across different banks through their nominated system e.g. Valex / Corelogic or over email where required Accurately enter all owner, borrower and property details into these systems, ensuring data is checked, with zero tolerance for errors Follow up valuation reports when there is a delay and responding to request for additional information Saving down reports correctly, entering key information into client assessments and notifying the broker Supporting Loan Settlement Process and Completing Discharge Forms Download and save down loan documents Review loan documents to ensure all details are correct Liaise with the client to arrange for the loan document signing Review signed loan documents, ensuring they are signed correctly, returned in a timely manner and saved down. Follow up on the outstanding settlement conditions Prepare email to client advising funds to complete and any shortfall of funds Assist the client with setting up or updating building insurance policies where required Assist the client with obtaining refinance cashbacks from banks Know where to source the borrower information to accurately complete the Discharge Form in full i.e. Loan Account #, security address, OFI information & Broker information Update Broker Engine upon the completion of settlement Prepare settlement complete email to client Follow up on client invoices that are outstanding Updating new client details in the MailChimp database Process loan variation requests and client queries post settlement. Loan Processing & General Support Request and downloading ASIC, Credit Reports and other searches and saving down the files correctly Input data and upload necessary compliance and supporting documents into the aggregator software and ApplyOnline (i.e. client notes, supporting document pack, client assessment, etc) Accurately enter all borrower, guarantor, or business information into the aggregator software and AOL (incudes but not limited to contact details, residential address, employment information, assets, liabilities, income and living expenses) Generate and prepare all compliance and application paperwork as instructed by Broker Place corporate gift orders with suppliers for staff, clients, referrers and business partners Take on tasks that support general organization and efficiency for the team QUALIFICATION -2-3 years experience in Mortgage Loan Processor/ Broker Admin Assistant -Graduate Finance / Acctg related degrees -Assertive, keen to details, and good communication skills - Trustworthy and good in numerical reasoning.Technical Requirements (Independent Contractor Role) Reliable laptop/desktop (with at least one backup device)Noise-cancelling headset (for interviews and meetings)Stable internet connection with a backup (minimum 100 Mbps)


  • Sr. Loan Processor

    2 days ago


    NCR, Philippines Three Peaks International Pty Ltd Full time

    Three Peaks International is a Sydney based staffing solutions partner which provides local and virtual staffing solutions to Australian businesses through outsourcing, recruitment, and migration. Simply put, we help businesses grow by providing them the staff they need that gets the job done. The ideal candidate has strong knowledge both in administrative...

  • Data Analyst Lead

    1 week ago


    NCR - WGC, Philippines Mynt Full time ₱1,200,000 - ₱2,400,000 per year

    Do you want to take the first step in making Filipinos' lives better everyday? Here in GCash we want to stay at the forefront of the FinTech industry by creating innovative, meaningful, and convenient financial solutions for the nation G ka ba? Join the G Nation