Overview of the Role
The Senior Mortgage Broking Assistant is responsible for managing loan applications from initial document preparation through to post-settlement functions. This includes liaising with clients, financial institutions, and other stakeholders to ensure a seamless and efficient loan process.
Main duties include:
- Broker management and support
- Liaise with internal and external stakeholders on a regular basis
- Gather information from clients, retrieve documentation and process applications from the initial document preparation through to post credit functions
- Submit loans and processing approvals through to settlement
- Analysing Lender, Credit and Application submission requirements
- Packaging and submitting fully completed loan applications to lenders.
- Tracking the progress of loan applications through to settlement
- Communicating with all parties to the transaction, i.e. clients, banks, settlement agents/solicitors, debt collectors, real estate agents.
- Keeping the client and business partners updated throughout the loan process
- Post Settlement Customer Care
- Maintaining database system i.e. updating client information
- General administrative duties
Requirements
- Graduate of Business Administration - Major in Accountancy, Management, Financing and other related courses
- Proficient use of MS Outlook, Excel, Word and PowerPoint
- Previous experience with accounting, finance or banking
- Previous experience on Platform Plus (nice to have)
- Understand diverse banking sectors, asset finance, cash flow lending, debtor finance and property is an advantage
- Understanding of business lending
- Knowledge in using Mortgage broking CRM preferably , MyCRM,
- Experience in ApplyOnline
- Knowledge in Australian lender portals - Macquirie
- Understanding of the end to end lending process (application - credit - settlement)
- Excellent written and verbal communication skills
- Ability to self-manage and show initiative to drive results
- Flexibility; ability to multi-task, adapt to changing priorities and prioritize projects
- Excellent interpersonal skills
Benefits
- Salary increments on the 6th and 12th months, with annual performance appraisals
- 500K per incident HMO coverage + Dental & Optical benefits
- Career growth opportunities
- 2-week paid Christmas vacation
- 25K Educational Assistance
- Referral bonuses
- Leave encashments
- Company savings plan
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM