Mortgage Broking Assistant
Mortgage Broking Assistant
Full-time
AEST (Australian Eastern Standard Time)
Are you an experienced professional with a passion for helping clients navigate the complex world of mortgages? If so, we’re looking for you!
We are looking for a skilled Mortgage Broking Assistant to join our team and play a crucial role in providing top-notch support to clients and brokers.
Requirements:
- 2-3 years of experience in similar roles within the mortgage broking industry.
- Proficiency with Salestrekker, including data entry, credit quote production, and lender comparisons.
- Experience with AOL (Apply Online), specifically with Macquarie Bank, BankWest, St George, Suncorp, and Common Wealth Bank.
- Familiarity with the processes and policies of Macquarie Bank, BankWest, St George, Suncorp, and Common Wealth Bank.
- High attention to detail and accuracy.
- Strong English language skills for communicating with bank assessors and clients.
- Confidence in calling clients to provide updates on their applications and chase outstanding documentation.
- Experience with Salestrekker 2.0.
- Knowledge of SMSF loans and producing compliance documentation.
- Background in commercial lending.
Skills Required
- Provide dedicated loan administration support.
- Prepare documentation for loan submissions and order valuations.
- Analyze and interpret client documents, perform credit checks, and run serviceability and funding calculations.
- Enter data into processing systems (AOL) and prepare lodgement packs.
- Follow up on outstanding loan conditions and track applications to unconditional approval and settlement.
- Manage communications with customers and third parties (valuers, solicitors/conveyancers, accountants).
- Conduct needs analysis, serviceability assessments, and product assessments based on client objectives.
- Research lender policies and prepare loan comparisons.
- Provide dedicated customer support services and manage databases and marketing efforts.
- Gather current loan and property data, prepare annual review reports, and process loan variations.
- Monitor pre-approval applications and track construction loans.
- Send post-settlement or after-care emails to clients as required.
VAT2024-04-16T13:41:39+10:00
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