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Intogreat Solutions Philippines

Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity. Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company. Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles.

AU Mortgage Loan Processor

Location

Australia

Posted

96 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

AU Mortgage Loan Processor

Intogreat Solutions Philippines

Role Description 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. - 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 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 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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