AU Loan Admin (Mortgage) - WFH | 30K SOB
Posted 2 hours ago
Worldwide
⭐
0-2 years experience
Please mention DailyRemote when applying
AI Summary
Manage the end-to-end loan application process, including document collection, CRM maintenance, and compliance verification. Provide administrative support to mortgage brokers and track application progress from lodgment to settlement.
This is a remote position.
Loan Application Administration
• Use tools such as HelloPack and FileInvite to request and manage supporting documents.
• Send Manual Fact Find, Credit Guide, and Privacy Consent via email; confirm privacy consent is signed.
• Create applications in the aggregator CRM and maintain accurate records.
• Print lender application forms via ApplyOnline for client signatures, including additional forms such as discharge, FHOG, or other applicable documents.
• Print and save Application Summary in the client’s document older.
File Review & Compliance
• Verify they meet minimum lodgment and compliance requirements.
• Complete compliance checklists and maintain files in standard order according to company and regulatory standards.
Client & Broker Support
• Assist mortgage broker with loan lodgments, appointment preparation, and related administrative tasks.
• Communicate regularly with clients, solicitors, and stakeholders to collect documentation and satisfy approval conditions.
Loan Processing Tasks
• Order pricing, credit reports, and property valuations as required.
• For refinance applications, check discharge readiness and follow up accordingly.
Progress Tracking & Communication
• Monitor application status from lodgment to formal approval and settlement.
• Update comments and progress notes in ApplyOnline regularly.
• Keep Standard Operating Procedures (SOPs) up to date.
Team & Performance
• Provide coverage for onshore team during leave or peak workloads.
• Achieve monthly KPI targets and contribute to overall team efficiency
Requirements
Technical/Educational Qualifications
• Bachelor’s degree
• Experience in the Mortgage industry (At least 1 year – broker side)
• Working knowledge of Microsoft Word, Excel, Outlook
• Experience in LMG software
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