Supporting the Broker throughout the loan application in a fast paced business with complex investment lending needs.
Assisting the brokers at all stages of the loan process, from first contact through to settlement.
Providing high level executive and administrative support to the Mortgage Brokers and their applications
Requesting all client information, liaising with the client directly to gather supporting information
Researching lender policies
Preparing loan comparisons
Preparing and packaging all client loan applications and ensuring data entry requirements are accurate and all supporting documentation is as per bank requirements (attention to detail and accuracy is paramount)
Lender follow up and status reporting
Taking ownership of all compliance related matters, ensuring all documentation and data is captured in the CRM system
Completing loan serviceability, ordering valuations, preparing forms,( application forms, privacy consents, Discharge requests etc)gathering pricing, arranging loan doc execution and arranging settlements with stakeholders.
Additional duties may include:
Post settlement after care
Reviewing existing client loans and ensuring the business stays close to all clients
Qualifications And Requirements
Minimum of 2 years Australian experience supporting a mortgage broker or banking/lending industry is an advantage
Experience with connective/mercury nexus and/or Applyonline
Supporting the Broker throughout the loan application in a fast paced business with complex investment lending needs.
Assisting the brokers at all stages of the loan process, from first contact through to settlement.
Providing high l
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