Loan Administrator

• Full time remote position
• Renumeration: up to Php 60k per month.
• Work Schedule: 9 AM to 6 PM SYD/ AEST

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.

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)