AU Mortgage Broker Support OfficerLoan Processor ZR700JOB
AU Mortgage Broker Support OfficerLoan Processor ZR700JOB
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This is a remote position.
Job Overview
- Lead Management: Managing incoming leads and client followups to ensure proper documentation and data collection.
- Gathering Supporting Documents: Collecting and verifying necessary paperwork to support mortgage applications.
- Client File Setup: Organizing and preparing client files for processing.
- Document Packaging and Validation: Compiling and validating client documentation to ensure accuracy and completeness.
- Client FollowUp: Completing client details through followup calls/emails if information is missing or incomplete.
- Pricing and Valuation Requests: Processing pricing and valuation requests as part of loan applications.
- CRM Data Entry: Managing client data in the MYCRM system ensuring accurate and uptodate records.
- Application Submission: Uploading supporting documents and submitting loan applications via online portals.
- Lender FollowUp: Following up with lenders regarding application progress and additional documentation requests.
- Client Communication: Providing clients with updates on loan status further documentation requirements and general support.
- Application Form Preparation: Preparing application forms for submission to lenders.
- Time Management & Scheduling: Assisting with time management and scheduling tasks supporting the personal assistant role as needed.
- Tracking Loan Applications: Monitoring loan applications from approval to settlement ensuring funds are confirmed with all parties (banks solicitors).
- Client Updates: Providing timely updates to clients on the status of their loan application.
Requirements
- At least 2 years of proven experience in loan processing mortgage broking or similar roles within the financial services industry.
- Experience working for an Australian Client/Business is required.
- Strong attention to detail with the ability to work accurately under pressure.
- Excellent written and verbal communication skills for internal collaboration and external client interactions.
- Proficient in MYCRM or similar CRM systems and experienced with online data entry and document management.
- Ability to multitask prioritize tasks and manage time effectively.
- Selfmotivated reliable and proactive in following up with clients and lenders.
- Strong team player with a focus on collaboration and protectiveness of the team s values.
- Previous experience in the mortgage or financial services industry.
- Familiarity with loan tracking software and bank systems.
- Knowledge of Australian lending regulations and industry standards.
- Experience in providing administrative support or personal assistant tasks.
Benefits
- Permanent Workfromhome setup
- Companyprovided equipment
- Secondary WiFi Modem
- 21 Leave Credits
- 100% conversion of UNUSED leave credits
- HMO on Day 1
- 13th Month Pay
- Grab Voucher every month
- Birthday Gift
- Loyalty Gift
- Christmas Gift
- WorkLife Balance
- Active employee engagements physically such as Christmas Party & Team Building and virtual events such as townhall with prizes.
Employment Type
Full Time
