Mortgage AU Client Support Officer

17 hours ago

Quezon City, National Capital Region, Philippines Intogreat Solutions Full time ₱400,000 - ₱600,000 per year

This is a remote position.

  • 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 Resolve's and Regulatory minimum compliance standards
  • Regular all files meet Resolve's and 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
  • The Client Support/Office Administrator may be required to cover other team members work in times of leave of as workload dictates
  • Ensure KPI targets are met each month
Requirements

Qualifications:

  • 3-4 years experience
  • Strong knowledge of mortgage lending process
  • Excellent Microsoft Office Skills
  • Knowledgeable in Australian Mortgage
  • Previous finance broking or banking experience
Benefits

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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