Responsibilities
* You will be required to assist in all aspects of the mortgage broking and lending administration processes, which may at times extend beyond the duties listed below.
* Managing the day-to-day loan process daily, such as following up to chase outstanding documentation, packaging loans, and liaising with lenders to efficiently support your clients' processes.
* This will require you to order valuations and credit reports and manage any requests for further information from the lender while keeping your client fully informed.
* Collect client documents, analyse financial information, run serviceability calculations using Quickli, and perform basic pre-qualification assessments.
* Reviewing payslips and financial statements is a requirement for the role.
* Packaging loans from inception to settlement.
* CRM data entry and maintenance.
* Prepare discharge authority, FHOG, and FHLGS forms.
* Submit pricing requests and lodge files to lenders.
* Order valuations and credit reports.
* Manage lender requests for additional information.
* Send post-settlement info to clients.
* Conduct post-settlement follow-ups every 6 or 12 months.
* Prepare NCCP and lender application documents.
Qualifications
* A higher education degree is preferred.
* Minimum 3 years' experience in the Australian mortgage industry.
* Proficient in document collection, serviceability analysis using Quickli, and pre-qualification assessment.
* Skilled in reviewing payslips and financial statements to verify income and financial capacity.
* Working knowledge of Connective CRM (Mercury) is highly desirable.
* Experience in SMSF lending is an advantage.
* Sound understanding of Australian lender policies and market changes.
* Experience dealing with major Australian bank lenders is highly regarded.
* Honest, reliable, and proactive with strong problem-solving and mathematical skills.
* Creative thinker with a strong desire to find effective solutions.
* Excellent verbal and written communication skills, with daily client interaction via email and phone.
Benefits
* Medical, dental, and life insurance from day one
* Paid vacation and sick leave (with quarterly conversion)
* Competitive salary and annual appraisals
* Financial assistance program
* Mandatory government benefits and 13th-month pay
* Company events - promoting work-life balance and career growth
Only shortlisted candidates will be contacted.
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