AU Mortgage Loan Processor - WFH
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AI Summary
Manage loan applications from pre-approval to settlement, ensuring all files meet regulatory compliance standards. Coordinate between brokers, clients, and lenders to collect paperwork and track formal approval progress.
This is a remote position.
About the Role
Mortgage Loan Processor plays a critical role in ensuring loan applications are accurate, compliant, and smoothly progress from pre-approval to settlement, while supporting brokers and keeping clients informed.
Job Description
• Perform administrative duties required for processing a client’s loan application with a lender from Pre-approval to post Settlement • Receive pre-approved sales files from mortgage broker and check to ensure that the file meets minimum lodgment criteria/compliance checklists
• Check finance due and settlement dated on land contracts against the dates recorded in BBS/Mercury
• Support Mortgage Brokers with loan Lodgments/preparation of appointments where required
• Liaise with clients and building companies to arrange for collection of paperwork to satisfy conditions of approval and help manage through to post settlement.
• Order valuations and process FHOG applications if applicable
• Send HIA plans received from building companies with land contract to the lender on behalf of the client/broker
• Track progress to Formal Approval and update comments in CBS/Mercury on a regular basis
• Ensure all files meet Resolve’s and Regulatory minimum compliance standards
• Regular all files meet Resolve’s and Regulatory minimum compliance standards
• Regular and consistent contact/communication with our external customers and internal ABN customer on progress of loan application
• Ensure all Broker Support tasks have been marked as complete and that all standard letters have been sent
• Complete ‘File Review Checklist’ check compliance and place the file in standard order
• Ensure all Broker Support Standard Operating Procedures are always up to date
• The Client Support/Office Administrator may be required to cover other team members work in times of leave of as workload dictates
• Ensure KPI targets are met each month
• Assistance with pre and post approvals
• Handling Sales Trekker
• Manual client list management – through manual follow ups
• Maintaining Ongoing data base engagement and retention
• Client profiling assistance
• Managing Settlements
• Assistance with Accessing and actioning emails on behalf of the client and banks
Requirements
Qualifications
• Intermediate experience
• Strong knowledge of mortgage lending process
• Excellent Microsoft Office Skills
• Knowledgeable in Australian Mortgage, preferred
• Previous finance broking or banking experience preferred
• Nice to Have - Experience in using Sales Trekker preferred
• Knowledgeable in Quickli and One note
• Experience using Mortgage Calculators and Bank comms
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