XTN-A545454 | BROKER SUPPORT / LOAN PROCESSOR

As a Broker Support / Loan Processor at Claremont Financial, you will play a critical role in our client engagement team by assisting brokers in managing and processing home loan applications. Your duties will encompass the entire loan process from initial lodgement to post-settlement.

Working for Claremont Financial offers the unique benefits of a supportive and collaborative work environment, flexibility in your work location, and comprehensive training and mentorship programs. Additionally, there are significant opportunities for career advancement within the company, making it an ideal workplace for those looking to grow professionally in the financial services industry.

• Maintain and manage our CRM systems using Broker Engine to ensure accurate tracking of client interactions and data.
• Support brokers to deliver professional and efficient service by collecting customer information and preparing necessary documentation.
• Prepare and lodge loan applications using platforms like ApplyOnline, and ensure all supporting documents are accurately uploaded and managed.
• Liaise with lenders, brokers, and clients to ensure smooth progress and management of loan application milestones.
• Meet all deadlines related to submissions and other critical milestones throughout the loan processing phase.
• Order and follow up on property valuations to support application processing.
• Handle interest rate pricing requests for both new and existing clients.
• Assist with the finalization of approved applications through to the settlement process.

• Strong communication abilities, capable of effective interaction in both written and verbal forms.
• Exceptional attention to detail and proficient time management skills, crucial for meeting tight deadlines and handling multiple tasks simultaneously.
• A proactive work ethic, with the ability to work both autonomously and as part of a fast-paced team.

• Previous experience with loan processing software such as ApplyOnline and Broker CRM systems is highly advantageous, though not mandatory.
• A keen eagerness to learn and continuously develop personal skills within the financial services sector.