Area：All Cities
Industry Category：Accounting / Finance
Position：Banking / Finance
Department：
Number Of Recruits：several
Nature Of Work：Full Time
Gender Requirements：Male
Marriage Requirement：No marital status restrictions
Education Level：Open to all levels
Work Experience：No work experience restrictions
Age：Above 18 years old
Salary Package：Negotiable
Working closely with our Australian brokers and lenders, you’ll use our very own Client 1st platforms and other applications to ensure our high service standards are maintained throughout the loan cycle, from application to post-settlement. With a minimum of three years experience as a Loan Processor or in a similar customer-focused role; you will be responsive, have an eye for detail, and be able to demonstrate what excellent customer service is all about
Main Roles and Responsibilities:
Input applications and generate documents such as an application form, “Game Plan” for certain Brokers, SOCA, Client Needs Analysis, other NCCP documents, discharge authority form via Salesforce, Podium, and other broker platforms/CRMEnsure all data is correct and accurate and within SLAIdentify missing information and documents, and follow up brokers as requiredOrder valuations via lender RP Data portalSubmit pricing discount requests via lender/broker portalsAssist in the preparation, assessment, and submission of home loan applicationsSend supporting documents and email pack to lenders after lodgementGenerate client credit reports as per broker requestsFollow-up/liaise with relevant stakeholders (brokers, banks, solicitors, builders, and conveyancers)Follow-up lenders to ensure the file progresses in a timely mannerReceive, classify, name, and save supporting documents into broker/client dropboxEmployees may perform other related duties as required to meet the ongoing needs of the organizationMust have:
Outstanding customer service and communication skillsA highly organized approach with strong attention to detailStrong problem-solving skillsAbility to learn new technology and administrative processes quicklyWillingness to adapt and be part of a team working as oneHighly Desirable:
Experience with broker CRMs and software platforms ie MyCRM, Podium, Mercury, Apply Online, Infynity, and FlexExperience in loan processing or file management for the Australian financial services sectorExperience communicating will Brokers and LendersAt least 1 year of relevant experienceAdditional Information:
Qualification - Bachelor's/College Degree
Working from home benefits to be agreed
Company Website: https://client1st.ph/