
Senior Loan Processor
5 days ago
Job description
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 CRMs up to the lender online lodgement system via Apply Online and then onto Settlement.
Minimum 2 years of experience in the Australian mortgage industry, specifically in loan processing, covering the entire process from end to end, including post settlement activities.
Experience is using AFG360, and BrokerEngine used in the mortgage broking industry.
What will you do?
Data entry to various CRMs (Infynity, MyCRM, Mercury, Flex, Salestrekker) and Appy Online (AOL)
Generation of application paperwork, including First Home Buyer scheme and grants and discharge forms follow-up
Document management (collecting, renaming, organizing, follow up)
Valuations, pricing requests, credit checks, living expense analysis.
Handling end to end loan applications (From CRM to AOL submission, including pricing, valuation and servicing)
Finding suitable lenders for various scenarios
Running scenarios with BDM
Ability to understand and research lender policy
Liaise with customers, solicitor, lender and other stakeholders as required
Any other tasks, as assigned to you by the assigned broker
Nice to Have:
Certificate IV Financing & Mortgage Brokering
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