Offer summary

Qualifications:

At least 3-4 years of experience in mortgage process support or loan processing for Australia., Bachelor's degree in business, finance, or a related field; qualifications in accounting and finance are preferred., Strong competency in using cloud-based tools and CRM systems., Excellent numeracy skills and a basic understanding of mortgage finance..

Key responsabilities:

Review and collate signed forms from loan applicants for verification and processing.

Generate compliance and application paperwork, ensuring quality checks and accurate uploads.

Instruct and follow up on valuation reports, responding to requests for additional information.

Enter borrower information into application forms and negotiate interest rates as required.

Job description

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.

The ideal candidate has strong knowledge both in administrative and financial broking business. Below is the detailed duties and responsibilities.

Review and collate signed forms from the loan applicant client for verification and loan processing
Source and review client financials and verification documents and input the data into aggregator and ApplyOnline.
Generate document pack and identify gaps or missed information to complete assessment.
Generate and prepare compliance and application paperwork instructed by Broker, do quality check and merged signed documents and upload accurately the pack into ApplyOnline.
Instruct different types of valuation reports across from different banks through nominated systems (i.e Valex / Core Logic) and save down reports correctly.
Follow up valuation reports and responding to request for additional information.
Enter borrower information lenders application forms and execute instructions given by the present borrower into application forms
Request credit check consent via DocuSign and order credit report through various lender systems.
Complete pricing requests and negotiate interest rates where required.
Prepare loan switches and variations accurately as instructed by broker and client
Support Loan Review, maintain client database, manage gift cards and referral program.

WHO ARE WE LOOKING FOR?

At least 3-4 years experience in mortgage process support / loans processing for Australia
High competency in using cloud based tools & systems. MUST have working knowledge in using CRM's
Have Bachelors Degree related in business or financial or alike. Qualifications in accounting and finance will be highly favored along with any loan processing experience with a reputable financial institution
Should have a basic understanding of mortgage finance and had direct experience in dealing with primary loan/mortgage applicants.
Experience in determining client requirements based on their current circumstance and finding the appropriate financial products
Coachable, trainable and Service-Oriented
Excellent numeracy skills

What's On Offer?

Permanent Work from home set up
Performance Appraisal and Increase and Bonus (Merit based)
Paid Time off

Technical Requirements

- Should have personal and working laptop/ Desktop, and one (1) back up
- Has Noise-cancelling headset (for interview and meetings)
- Back up internet connection (at least 30-50 mbps)

If this is you, please send your resume and cover letter to recruitment@threepeaksinternational.com

Use this as subject title: Your Loan Processor

* Only shortlisted candidates will be contacted*

Required profile