Qualifcations- At least 2 years AU experience
Attention to detail as in understanding client financials, doing serviceability assessments, reading and understanding lender policies and taking care to ensure key data is accurate; requiring literacy and numeracy- Good mathematical/analytical skills
Strong knowledge of mortgage lending process
- Excellent Microsoft Office Skills
Handled Residential Loans
- Essential Duties and Responsibilities
Ensuring business meets obligations specified in manuals and as directed from time to time- Ensuring client files are audit-ready
Conducting loan reviews at least annually and more often as agreed
- Maintaining client records, such as _Client Loan Summary _
Managing loan anniversaries, such as fixed rate and IO expiries- Developing and adhering to business processes for each stage of the client life cycle
_Create training guides for future support staff_
- Assist in the development of service standards and be responsible for ensuring all parts of the business meet and exceed these standards
Project management abilities to juggle different responsibilities without losing track- Help with ad-hoc projects like finding Marketing Materials
Preparing applications for submission to a lender:
o Checking documents and organising client files
o Being in touch with clients to make sure we have all the required documents
o Input data into lender serviceability calculators
o Search and understand lender credit policies and policy checks (parabroking)
o Preparing applications in ApplyOnline (AOL)
o Generating forms and ensuring lender's requirements have been met, including supporting documents
o Call lenders for updates and follow-ups for mortgage deals.
o Post settlements follow up with client.
- Here are the reasons why you should join Intogreat:
Competitive Salary Package
- HMO on day 1 w/ 2 Free Dependents
Group Life Insurance Bereavement Assistance
- Above Market Annual Appraisal
Work-life Balance & High Staff Engagement Culture- Long-term Development Plan Program
Free training courses
Emerging Leaders Program Employee awards and events
- Mental Health Reimbursement up to 20K
Job Type: Full-time
Benefits:
Life insuranceSchedule:Supplemental pay types:
Experience:- Broking Admin: 2 years (Required)
Credit Analyst: 2 years (Required)
* Residential Loans: 2 years (Required)