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Mortgage broker assistant

We are seeking a detail-oriented Loan Officer to assist with the loan applications and administration tasks, with a genuine interest in making finance their career and who fits well in our culture (team player, collaborative, professional, customer focussed)

 

  • Work-from-home
  • Can start immediately

Experience with the following is preferred:

 

1) Microsoft Excel & spreadsheets

2) Document verification

    2.1) ID documents like driver’s license & passport

    2.2) Income documents like payslips and pay summary)

    2.3) Debt statements like mortgage and credit card

3) Google drive

4) Our CRM loan system Salestrekker

5) Adobe reader

 

Roles and Responsibilities:

 

Loan Processing

  • Document verification, storing to google drive & renaming,
  • Processing loan application Through salestrekker and FLEX and Apply Online
  • Requesting documents as per mortgage broker’s instructions
  • Reviewing client profile in salestrekkker & requesting additional information (via salestrekker internal notes, email and SMS systems)
  • Processing other broker requests such as fact finds, pricing approvals, property valuations, credit reports, compliance tasks, loan reviews and loan proposals
  • Broker administration tasks including but not limited to: records, maintenance, file audits, file management, process documentation.
  • Liaising with clients, financial institutions, and other related parties to the loan application (telephone and email correspondence, format/templates are provided)

Qualifications and Experience/Skills Required

  • Previous experience as a loan processor for Australian clients or currently in a mortgage finance related field is essential
  • Salestrekker CRM
  • Excellent English communication skills, both verbal and written
  • Strong customer service and organisational skills