Mortgage Broking Assistant

About the role

We are looking for a skilled Mortgage Broking Assistant to join our team and play a crucial role in providing top-notch support to clients and brokers.

Requirements

• 2-3 years of experience in similar roles within the mortgage broking industry.
• Proficiency with Salestrekker, including data entry, credit quote production, and lender comparisons.
• Experience with AOL (Apply Online), specifically with Macquarie Bank, BankWest, St George, Suncorp, and Commonwealth Bank.
• Familiarity with the processes and policies of Macquarie Bank, BankWest, St George, Suncorp, and Commonwealth Bank.
• High attention to detail and accuracy.
• Strong English language skills for communicating with bank assessors and clients.
• Confidence in calling clients to provide updates on their applications and chase outstanding documentation.
• Experience with Salestrekker 2.0.
• Knowledge of SMSF loans and producing compliance documentation.
• Background in commercial lending.

Skills Required

• Provide dedicated loan administration support.
• Prepare documentation for loan submissions and order valuations.
• Analyze and interpret client documents, perform credit checks, and run serviceability and funding calculations.
• Enter data into processing systems (AOL) and prepare lodgement packs.
• Follow up on outstanding loan conditions and track applications to unconditional approval and settlement.
• Manage communications with customers and third parties (valuers, solicitors/conveyancers, accountants).
• Conduct needs analysis, serviceability assessments, and product assessments based on client objectives.
• Research lender policies and prepare loan comparisons.
• Provide dedicated customer support services and manage databases and marketing efforts.
• Gather current loan and property data, prepare annual review reports, and process loan variations.
• Monitor pre-approval applications and track construction loans.
• Send post-settlement or after-care emails to clients as required.

Pay

VAT2024-04-16T13:41:39+10:00