Please mention DailyRemote when applying
This is a remote position.
Job Description
o All personal details
o Assets and liabilities
o Income and employment details
o Potentially loading information on self-employed clients – training will be provided
o Confirmation of all these details
· Ordering valuations
· Requesting special pricing for clients
· Obtaining property reports
· Some loan tracking follow-up
· Liaising with the Melbourne based team regarding next steps
· Application data entry
· Lodgment of loans including uploading and sending off client loan applications
· Compliance checklist activities including uploading data to CompliFast website
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