AU Mortgage Broker Assistant ZR284JOB

This is a remote position.

• Input new client data onto Trello and myCRM
  
• Follow up clients for requested supporting documents
  
• Rename organise and review supporting documents
  
• Ensure privacy consent form is signed and conduct credit checks
  
• Order upfront valuations from various banks
  
• Request pricing discounts from various banks
  
• Calculate funding positions
  
• Assist with researching and completing scenarios
  
• Research and prepare lender product comparisons
  
• Update Trello with every action performed on client file
  
• Assist with client enquiries and requests
  
  

• Complete CRM and AOL data entry according to broker s submission notes
  
• Generate NCCP compliance documents
  
• Prepare and assist with VOI as required
  
• Upload supporting documents onto CRM and AOL
  
• Generate application forms for client signing
  
• Ensure QA and compliance checks are completed before lodging application
  
• Advise clients of loan lodgment and expected SLA
  

• Assist with any requests for additional documents from clients
  
• Follow up with lenders and BDMs on SLAs
  
• Advise clients of formal approval and next steps
  
• Assist with the signing and returning of loan documents
  
• Liaise with solicitors real estate agents builders and other parties to ensure successful settlement
  
• Ensure settlement is booked in
  
• Assist with construction progress payments
  
• Organise settlement gifts
  

Requirements

• Proficiency in Trello and myCRM for data input.
  
• Organizational skills for document management.
  
• Knowledge of privacy regulations and credit checks.
  
• Negotiation skills with banks.
  
• Ability to calculate funding positions.
  
• Research skills for lender comparisons.
  
• Excellent communication for client inquiries.
  

Benefits

• Enjoy a fixed dayshift schedule ensuring predictability and stability in your worklife rhythm.
  
• Embrace the freedom of permanent workfromhome arrangements granting you the flexibility to excel from the comfort of your own space.
  
• Say hello to hasslefree setups with a topnotch companyprovided laptop.
  
• Reap the rewards of a competitive monthly salary that recognizes your talent and dedication.
  
• Stay healthy and secure with HMO coverage on day one plus free dependent coverage every year!
  
• Unlock the power of time with 100% cash conversion of unused leave credits.
  
• Feel valued and appreciated with loyalty gifts Christmas surprises and birthday treats throughout the year.
  
• Treat yourself with Grab evouchers every month adding a dash of delight to your routine.
  
• Achieve harmony with worklife balance initiatives that prioritize your wellbeing and fulfillment.