Summary:
The purpose of the role is to support Australian mortgage brokers in document preparation, packaging, and submission of loan applications to a variety of lenders. The role will include conducting data entry into client-specific CRM’s up to lender online lodgment system via Apply online and then onto Settlement.
Detailed Description:
Must have in-depth knowledge and understanding of the Australian mortgage process (Initial Processing – Settlement) Timely and accurate input of customer application from various Client Fact Finds into multiple systems Indexing and organizing supporting docu
ments and identifying gaps Packaging (with the preparation of various docu
ments such as a statement of advice or SOCA, NCCP docu
ments – Credit Guide, and all other pertinent paper works as required) and submission of customer application to the lender. This includes interpreting lender credit requirements to ensure the appropriate supporting docu
ments are held and provided to the lender Supporting docu
ments must also be scanned into broker software Follow up with Lenders to ensure the file progresses in a timely manner Request pricing discounts from lenders and order valuations, organize property reports Good understanding of Serviceability CalculatorsUpdating tracking worksheet and/or software to ensure brokers are aware of loan status at all times Customer follow-up (if required) for any outstanding docu
ments Mo
nitor applications daily and report on progress Send supporting docu
ments and email pack to the lender after lodgment
Knowledge, skills-set, and experience required:
Solid experience of not less than 2 to 3 years with an Australian lending/mortgage company Strong background in the use of specific AU-identified CRM i.e. Mercury (M5 & Nexus), Infinity, Podium, Flex, MyCRM, Salestrekker and ApplyOnline Excellent working knowledge of mortgage originations; specifically, mortgage operations. Thorough knowledge of loan processing and closing policies, procedures, docu
ments, underwriting requirements and lending guidelines, governmental and agency requirements, terminology, and automated processing systems. Able to Organize and review loan docu
mentation Strong written and verbal English proficiency Willing to undergo further training wher
e needed Well-developed ability to manage multiple tasks/projects and deadlines simultaneously Candidates with strong end-to-end Parabroking experience will be a great advantage.Candidates with Certificate IV in Financial Services and Mortgage Broking (from an Australian Institution) is an advantage
What We Offer:
Open for candidates with Team Lead role experience of 2 years and up Experience in QA role is an advantage Dayshift with Sat-Sun off Leave accrual upon hiring HMO for principal + 1 dependent Other allowances
GBSS or Galilee Business Support Services is a premiere Company providing a wide range of managed business and offshoring services to Multinational Clients in various industries around the world.Founded in 2010 initially as a back office support for an Australian Client, GBSS continues to grow as we expand across multiple sites in BGC Taguig and acquire new Clients and acquire top talent.GBSS makes offshoring easy by providing first class staffing solutions and investing in our people and partnering with our Clients consistently.