As a Senior Mortgage Specialist, you will be responsible for managing the entire process of mortgage files from start to finish. This includes collaborating with senior stakeholders to review securities documentation and supporting the Chief Lending Officer on end-to-end mortgage files.
* Set up new loan facilities by conducting relevant searches, entering information into the administration system, and sourcing quotes from experts;
* Review valuation reports and input relevant data into the system;
* Prepare Supplementary Product Disclosure Statements, Disbursement Authorities, Loan Settlement Accounts, cheque requests, and tax invoices;
* Lodge documents for registration, collate deed packets, prepare mortgage summaries, and mail documents to borrowers;
* Prepare documentation for loan variations and extensions;
* Manage subdivision consents—provide consent, liaise with valuers, and update system details;
* Handle discharges—liaise with borrowers/legal representatives, prepare payout figures, instruct conveyancers, receipt funds, and manage system updates;
* Maintain renewals of key documents, loan transaction statements, and reconcile trust accounts;
* Respond to borrower enquiries via phone and email.
To succeed in this role, you will need:
* A minimum of 5 years' experience in mortgage document preparation and/or conveyancing role;
* Strong communication skills, both written and verbal;
* Ability to effectively liaise with third parties including borrowers, guarantors, quantity surveyors, engineers, valuers, and third-party legal agents;
* Ability to understand and adhere to compliance protocols and internal policies to ensure all client interactions and transactions are conducted in accordance with legal and regulatory requirements;
* Experience with loan management systems and tools (e.g., PEXA, MYOB, Excel);
* A proactive mindset;
* High attention to detail;
* Ability to work collaboratively within a team.
This is an exciting opportunity to work in a dynamic environment where you can utilize your skills and experience to deliver exceptional results. If you are interested in learning more about this position, please contact us at [insert contact information].