AU Mortgage Loan Processor | w/ 30K Sign-on Bonus

 Posted 2 hours ago
     
2-5 years experience
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AI Summary

The role involves data entry of client details, ordering valuations, and liaising with the Melbourne-based team. Additional tasks include loan tracking follow-up and compliance checklist activities.

This is a remote position.

Job Description


·         Data entry of relevant client details into the system including:

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



Requirements

Qualifications:

·  2 yrs mortgage broking - end to end (lodgment, submission, settlement, post settlement)
·  Bachelor’s degree
·  Experience in the Mortgage industry
·  Working knowledge of Microsoft Word, Excel, Outlook
·  Experience in using Podium preferred
· Experience in using software/tools: sales trekker, applyonline, corelogic

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