Must have previous or current experience with the following:

• Good knowledge on Australian lender policies and mortgage industry. 
• Excellent knowledge using CRM to enter the loan and client details.
• Ability to carry out the servicing to calculate maximum borrowing capacity and explore suitable lender options.
• Strong ability to read income documents.
• Excellent email and verbal communication 
• Prepare the funding position, determining purchase price, repayments, and lender options.
• Carry out pricing, and valuations, generate property reports, and suburb reports and Equifax reports.
• Package the application, prepare compliance, master notes, and finalise documents for submission based on proposed loans.
• Ability to read and review payslips, bank statements, income documents, etc.
• Data entry into CRM and lender portal via Apply Online and Loan App
• Make regular follow up with the clients once the proposals have been sent.
• Lodging new applications with the lenders and following through to approval & settlement
• Communication with clients keeping them updated with progress.
• Handle both credit and non-credit related MIRs and action accordingly.
• Prepare discharges, FHLDS forms, first home buyer forms, deposit bonds, etc., depending on applications.
• Check for new offset/transaction accounts, direct debit set up and shortfall/surplus funds to ensure smooth settlement.
• Booking and organising settlements with the clients, solicitors, and lenders
• Ensuring all settled files are compliant.
• Keeping application tracker within the CRM updated along with the excel sheets for the file updates,
• Supporting broker to achieve settlement targets.
• General assistant duties
• Team Player and Positive attitude
• Do re-pricing for the clients when rate rises for the lenders post settlement.

Source: Merojob

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