Offer summary

Qualifications:

At least 2 years of experience in Loan Administration or Broker Support in the Australian Mortgage industry., Strong organizational skills and attention to detail are essential., Proficiency in Microsoft Outlook, Word, and Excel is required., Excellent written and verbal communication skills with a customer-focused attitude..

Key responsabilities:

Ensure timely progression of loan applications from preparation to settlement.

Prepare and submit loan applications and relevant documentation to lenders.

Manage files and communicate updates to clients, lenders, and solicitors as needed.

Analyze clients' financial information to assist brokers in reviewing scenarios.

Job description

This is a remote position.

Job Overview

We are looking for an experienced AU Loan Processor/Broker's Assistant to join and support our growing team. The ideal candidate must have at least 2 years of relevant experience working for a Mortgage Brokering firm. Strong organizational skills, attention to detail, the ability to work independently, and a proactive attitude toward creating efficiencies to improve overall workflow and processes are essential for this role.

Job Description

As an AU Loan Processor, your responsibilities include the following:

Ensure the seamless and timely progression of all loan applications, from preparing home loan recommendations (credit proposals), application forms to submitting the home loans through to settlement.
You will be handling a varied workload, with time-sensitive tasks.
Prepare and submit loan applications - submit relevant documentation to the lender, to support loan approval.
Timely file management, prompting or updating lenders, clients and solicitors as required.
Collate and analyze clients financial information, to support Broker's review of scenario(s).
Troubleshoot lending scenarios and engage in prompt and clear communications with lenders, clients and brokers.
Timely file management, prompting or updating clients and lenders, and re-prioritising as required;Performing data entry into CRM systems (loan processing).
Gathering and processing loan documents.
Understanding the lender policy to the product chosen for the client.
Assisting brokers with tasks such as discharges, pricing, policy, and servicing.

Requirements

At least 2 years of relevant experience working in a Loan Administration/Broker Support role in the Australian Mortgage industry.
Experience working for an Australian Client/Business is required.
Proficiency in Microsoft Outlook, Word, and Excel.
Strong/Excellent written and verbal communication skills, with the ability to convey complex information in clear and simple language.
A positive and proactive work ethic, attention to detail & organizational skills.
The ability to work autonomously.
Tech Savvy - must be able to navigate new software (preferred experience with AFG FLEX, Monday.com & Broker Engine).
Demonstrate a strong customer focus with a positive, can-do attitude.

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary WiFi Modem
21 Leave Credits
100% conversion of UNUSED leave credits
HMO on Day 1
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
Work-Life Balance
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.