
AU Mortgage Loan Admin
2 weeks ago
This is a remote position.
Job Description
Client Support Officer manages loan applications from pre-approval to settlement, ensures compliance, supports brokers, liaises with clients, and achieves KPIs.
- Perform administrative duties required for processing a client's loan application with a lender from Pre-approval to post Settlement
- Receive pre-approved sales files from mortgage broker and check to ensure that the file meets minimum lodgment criteria/compliance checklists
- Check finance due and settlement dated on land contracts against the dates recorded in BBS/Mercury
- Support Mortgage Brokers with loan Lodgments/preparation of appointments where required
- Liaise with clients and building companies to arrange for collection of paperwork to satisfy conditions of approval and help manage through to post settlement.
- Order valuations and process FHOG applications if applicable
- Send HIA plans received from building companies with land contract to the lender on behalf of the client/broker
- Track progress to Formal Approval and update comments in CBS/Mercury on a regular basis
- Ensure all files meet Regulatory minimum compliance standards
- Regular and consistent contact/communication with our external customers and internal ABN customer on progress of loan application
- Ensure all Broker Support tasks have been marked as complete and that all standard letters have been sent
- Complete 'File Review Checklist' check compliance and place the file in standard order
- Ensure all Broker Support Standard Operating Procedures are always up to date
- May be required to cover other team members work in times of leave of as workload dictates
- Ensure KPI targets are met each month
Qualifications
- At least 1 year experience in AU Mortgage, and overall at least 2 years' experience in a broker support role
- Strong knowledge of mortgage lending process
- Excellent Microsoft Office Skills
Why IntoGREAT?
- Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
- Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
- Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
- Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles
Ready to Shape the Future?
Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us
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