Broker Support/Client Services Administrator

Australian Mortgage Broking Firm

Broker Support/Client Services Administrator

Views: 6990|Published on: Aug 08, 2024

Banking / Insurance /Financial Services

+1 more

Mid Level

Full Time

Vacancy: 1

Remote/Work from home|

Experience: More than 1 year|

NRs. 70,000 - 100,000 Monthly

Job Description

Roles and responsibilities of this job

Ability to do data entry into CRM and lender portals via Apply Online and Loan App.
Carry out pricing, and valuations, generate property reports, suburb reports and Equifax reports.
Package the application, prepare the compliance and submission folder with required documents and lender forms for the submission of home loan applications.
Make regular follow up with the clients once the credit proposals and lender forms have been sent.
Lodging new applications with the lenders and following through to approval and settlement.
Make regular follow up with lenders and provide regular update to the clients on the status of their home loan applications.
Regular communications with clients keeping them updated with the progress via email.
Ability to handle missing information requests from the lenders and action accordingly.
Prepare discharges, FHLDS forms, first home buyer forms, deposit bonds, etc., depending on applications.
Check for new offset/transaction account details, direct debit set up and shortfall/surplus funds to ensure smooth settlement.
Booking and organising settlements with the clients, solicitors, and lenders.
Do re-pricing for the clients when rate rises for the lenders post settlement.
Capable of raising BDM escalations as and when needed.
Ensuring all settled files are compliant.
Keeping application tracker within the CRM updated along with the excel sheets for the file updates.
Preferably someone who has a better understanding of credit, loan servicing, reading payslips, funding position and product comparison.

Other Specification:

Good knowledge on Australian lender policies and mortgage industry.
Excellent knowledge in using Sales Trekker, FLEX, and Apply Online to enter the loan and clients details.
Excellent verbal and written communication.
Candidates with a sound credit knowledge and skills is a plus point.
General assistant duties.
Team Player and Positive attitude.
Proactive and Attention to Details.
Solution-focused and a Problem Solver.

Job Specification

Required qualifications for this job

Required Education Level:Under Graduate (Bachelor)

Required Experience:More than 1 year

Skills Required

Required skills for this job

Flex

Apply Online

Sales Trekker

Loan App

Salary

Offered financial and non-financial compensation for this job

Offered Salary:NRs. 70,000 - 100,000 Monthly

Applying Procedure

Click on Login to Apply and apply to this job via your jobseeker profile with easy apply process.

Note: You need to have merojob registered jobseeker profile to apply via your profile.

Apply Before: Aug 10, 2024

About the organization

Australian Mortgage Broking Firm

We are a Brokerage Company, Founded in 2013, we have built a powerful team with a real focus on delivering outstanding customer service and carefully considered, strategic home loan advice.

We have the knowledge and expertise to find the right home loan for your unique needs. We’re so much more than just low rates, and it is our absolute passion to help you maximise opportunity and grow your wealth.