Loan Administration Support
4 days ago
You will be required to assist in all aspects of the mortgage broking and lending administration processes, which may at times extend beyond the duties listed below.
Managing the day-to-day loan process, such as following up to chase outstanding documentation, packaging loans, and liaising with lenders to efficiently support your clients processes.
This will require you to order valuations and credit reports and manage any requests for further information from the lender while keeping your client fully informed.
Other responsibilities include but are not limited to:
- Prepare servicing calculators
- Package loans from inception to settlement
- CRM data entry and accurate record keeping
- Prepare discharge authority, FHOG, and FHLGS forms
- Submit pricing requests and lodge files via ApplyOnline
- Manage and upload supporting documents through aggregator platform
- Send post-settlement info to clients
- Conduct post-settlement follow-ups every 6 or 12 months
- Prepare NCCP and lender application documents
You will be fully trained in the specific requirements, and you will be responsible to prioritise your daily workload.
We always encourage continuous improvement and team development, improving internal tasks and procedures, client communication, and ensuring a high level of product and lender policy knowledge.
Requirements:
- Higher education degree preferred
- ApplyOnline experience is essential
- 3+ years in Australian lending or mortgage industry
- Experience with aggregator software (Flex, Infinity; MBS preferred but not required)
- Knowledge of Australian lender policies and ability to stay updated
- Experience with major Australian bank lenders highly regarded
- Honest, reliable, and hardworking
- Strong problem-solving, analytical, and mathematical skills
- Ability to think creatively and resolve issues effectively
- Excellent written and verbal communication skills; comfortable interacting with clients via email and phone
Only shortlisted candidates will be contacted
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