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AU Broker Assistant | ZR_607_JOB

Remote:

Full Remote

Contract:

Full time

Work from:

Philippines

Offer summary

Qualifications:

In-depth knowledge of compliance requirements for Australian mortgages., Strong understanding of lender policies and criteria., Expertise in document verification., Solid understanding of the Australian mortgage industry..

Key responsabilities:

Manages client information and loan documentation.
Coordinates with brokers to facilitate loan applications.

PeoplePartners Inc. https://www.peoplepartnersbpo.com/

201 - 500 Employees

See more PeoplePartners Inc. offers

Job description

Job Overview

The Broker Assistant plays a crucial role in supporting brokers throughout the loan application process by performing a range of administrative and data entry tasks. This position involves managing client information, coordinating with brokers, and ensuring that all necessary documentation and application details are accurate and complete. The Broker Assistant works closely with brokers or credit analysts to assist in the preparation and submission of loan applications, ensuring smooth processing and compliance with lender policies.

Job Description

Data Entry including inputting all client personal and financial information (from fact find) into aggregator software (Infynity) and completing data entry of Apply Online to prepare for loan submission
Verifying and reviewing all supporting documents and noting to broker any additional documents required prior to submission.
Ordering valuations, requesting lender pricing,
Reviewing income documents and servicing calculators to ensure accuracy
Working directly alongside broker or credit analyst to assist with data entry and submission of the loan application.
Generating and understanding application documents-Researching and understanding different lender policy

Requirements

Understanding of Compliance: In-depth knowledge of compliance requirements specific to Australian mortgage submissions, including the Statement of Credit Assistance and other regulatory obligations.
Lender Policy Knowledge: Strong understanding of lender policies, including their processes and criteria for submitting loan applications, to ensure accurate and compliant submissions to multiple lenders.
Document Verification Expertise: Expertise in reviewing and verifying various types of documentation, ensuring that everything required for the loan application is correctly submitted and up-to-date.
Mortgage Industry Knowledge: A solid understanding of the Australian mortgage industry, loan products, and the application process across various lenders.
Communication Skills: Excellent communication skills to liaise effectively with brokers, clients, and lenders, ensuring all parties are kept informed throughout the process.
Organizational Skills: Ability to manage multiple loan applications simultaneously, prioritize tasks, and meet deadlines efficiently.