Broker Support Officer - Australian Mortgage

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 documents and identifying gaps Packaging (with the preparation of various documents such as a statement of advice or SOCA, NCCP documents – 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 documents are held and provided to the lender Supporting documents 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 documents Monitor applications daily and report on progress Send supporting documents 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, documents, underwriting requirements and lending guidelines, governmental and agency requirements, terminology, and automated processing systems. Able to Organize and review loan documentation Strong written and verbal English proficiency Willing to undergo further training where 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