Job Description:

• Ability to do data entry into CRM and lender portals via Apply Online and Loan App.
• Carry out pricing, and valuations, generate property reports, suburb reports and Equifax reports.
• Package the application, prepare the compliance and submission folder with required documents and lender forms for the submission of home loan applications. 
• Make regular follow up with the clients once the credit proposals and lender forms have been sent.
• Lodging new applications with the lenders and following through to approval and settlement. 
• Make regular follow up with lenders and provide regular update to the clients on the status of their home loan applications. 
• Regular communications with clients keeping them updated with the progress via email. 
• Ability to handle missing information requests from the lenders and action accordingly.
• Prepare discharges, FHLDS forms, first home buyer forms, deposit bonds, etc., depending on applications.
• Check for new offset/transaction account details, direct debit set up and shortfall/surplus funds to ensure smooth settlement.
• Booking and organising settlements with the clients, solicitors, and lenders.
• Do re-pricing for the clients when rate rises for the lenders post settlement.
• Capable of raising BDM escalations as and when needed.
• Ensuring all settled files are compliant.
• Keeping application tracker within the CRM updated along with the excel sheets for the file updates. 
• Preferably someone who has a better understanding of credit, loan servicing, reading payslips, funding position and product comparison.

Other Specification:

• Good knowledge on Australian lender policies and mortgage industry. 
• Excellent knowledge in using Sales Trekker, FLEX, and Apply Online to enter the loan and clients details. 
• Excellent verbal and written communication.
• Candidates with a sound credit knowledge and skills is a plus point. 
• General assistant duties.
• Team Player and Positive attitude.
• Proactive and Attention to Details.
• Solution-focused and a Problem Solver.

Source: Merojob

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