Key Responsibilities:

• Key Point of Contact – Act as the client’s key point of contact thru phone calls and emails. Ensure calls are answered promptly and emails are replied to on time. This also includes reviewing and voicemails and inbox management to ensure nothing is missed.

• Review Loan package – Review the loan package as presented by the analyst to determine possible issues before submitting the loan application in apply online.

• Submission – Review the Apply online data to ensure the data presented in the loan package is translated correctly in apply online. This task also involves updating incorrect data in Apply online. Submit the loan application in Apply online and ensure Service level agreements are meet.

• Document management – Review the documents use by the analyst to create the loan package and ensure tax file numbers are redated, the documents e.g. Payslips, savings statements and liabilities statements meet the bank policy and the banks checklist.

• Compliance – Responsible for reviewing documents signed by the customer and determine if it meets regulatory requirements. This task also includes redacting tax file numbers before submitting documents to the bank

• Addressing Missing Information Required – Review and address the missing information required list as may be determined by the assessors. This task involves ensuring the MIR’s are reviewed first and check that the MIR does apply before requesting any further information from the clients. If the MIR does apply, ensure the list is communicated to the clients.

• Meet Deadlines – Action emails, and task promptly to ensure urgent task are prioritize and SLA’s are meet. This task involves proper management of finance clause dates, settlement dates and ensuring awareness of bank SLA’s and knowing when to follow up clients.

• Customer Service – Provide excellent customer service by properly handling client queries, answering questions correctly, providing regular and relevant updates on what the client should expect, loan progress and next steps and proper handling of irate clients.

• Documentation – Ensure communications with clients whether call or email are recorded in the CRM as part of internal compliance and to ensure everyone in the team can be across the file progress when needed.

• Liaison – Act as the liaison officer between the client and the bank by calling the bank to check on file progress, speaking with assessors to address Missing information, speaking with the solicitors to organize settlement dates and talking to the buyers advocate when necessary.

• Settlement – Be primarily responsible for organizing settlement on time as per the set date in the contract of sale or the agreed date with all parties. This involves calling the bank and client’s solicitor and other parties involved to agree and set a date for settlement.

Qualifications:

• Educational Background: Bachelor’s degree in Business Administration, Finance, or a related field.

• Experience: Minimum of 2+ years of robust experience in Australian mortgage processing.

• Communication Skills: Excellent written, verbal, and interpersonal communication skills.

• Technical Proficiency: Highly computer literate with proficiency in MS Office, Nexus, Apply Online, and related business tools.

• Multi-tasking & Time Management: Manage multiple tasks efficiently while meeting deadlines.

• Detail Orientation: Maintain a high level of accuracy and attention to detail.

Why Join Us?

• Attractive salary package (70K – 90K gross salary including SSF) plus Quarterly incentives

• Secure employment with one of Australia’s largest and most reputable brokerage firms

• Professional work environment with a comfortable workspace

• Career growth opportunities with Paid training programs

• Work-from-Home Flexibility

• Five-day work week (Monday to Friday)

• Employee Referral Bonus program

• Regular employee engagement and team-building activities