AU Mortgage Broker Assistant

This is a remote position.

Pre-lodgment

Input new client data onto Trello and myCRM

Follow up clients for requested supporting documents

Rename, organise, and review supporting documents

Ensure privacy consent form is signed and conduct credit checks

Order upfront valuations from various banks

Request pricing discounts from various banks

Calculate funding positions

Assist with researching and completing scenarios

Research and prepare lender product comparisons

Update Trello with every action performed on client file

Assist with client enquiries and requests

Lodgment

Complete CRM and AOL data entry according to broker’s submission notes

Generate NCCP compliance documents

Prepare and assist with VOI as required

Upload supporting documents onto CRM and AOL

Generate application forms for client signing

Ensure QA and compliance checks are completed before lodging application

Advise clients of loan lodgment and expected SLA

Post-lodgment

Assist with any requests for additional documents from clients

Follow up with lenders and BDMs on SLAs

Advise clients of formal approval and next steps

Assist with the signing and returning of loan documents

Liaise with solicitors, real estate agents, builders and other parties to ensure successful settlement

Ensure settlement is booked in

Assist with construction progress payments

Organise settlement gifts

Requirements

Proficiency in Trello and myCRM for data input.

Organizational skills for document management.

Knowledge of privacy regulations and credit checks.

Negotiation skills with banks.

Ability to calculate funding positions.

Research skills for lender comparisons.

Excellent communication for client inquiries.

Benefits

Join our team for an exhilarating adventure with these amazing perks:

Enjoy a fixed dayshift schedule, ensuring predictability and stability in your work-life rhythm.

Embrace the freedom of permanent work-from-home arrangements, granting you the flexibility to excel from the comfort of your own space.

Say hello to hassle-free setups with a top-notch company-provided laptop.

Reap the rewards of a competitive monthly salary that recognizes your talent and dedication.

Stay healthy and secure with HMO coverage on day one, plus free dependent coverage every year!

Unlock the power of time with 100% cash conversion of unused leave credits.

Feel valued and appreciated with loyalty gifts, Christmas surprises, and birthday treats throughout the year.

Treat yourself with Grab e-vouchers every month, adding a dash of delight to your routine.

Achieve harmony with work-life balance initiatives that prioritize your well-being and fulfillment.

Join us on this thrilling journey where work meets joy, and every day is filled with possibilities!