Mortgage Broker Assistant/ Loan Processor

Overview

Looking for full-time work (8 hours/day)

at $7.39/hour ($1,300.01/month)

Bachelors degree

Last Active

April 22nd, 2024 (5 days ago)

Member Since

April 24th, 2020

Profile Description

I have been working as a Mortgage Broker Assistant/Loans Processor/Parabroker for an Australian company for 6 years now. I have worked along side different aggregators and mortgage managers in which I have audited the broker's work. Furthermore, I have also worked with different brokers and assisted them in completing the lodgement of their applications. In this experience, I have learned to do the following: 
* Preparing loan documents and sending welcome pack to the clients
*Send out the compliance documents 
* Input all information on the system. (The systems I've worked with includes, Salestrekker, Mercury, Loan Market's MyCRM, Infynity) 
* Complete the application to be lodged via ApplyOnline
* Fill out Lender's Application Forms, FHOG Forms and Discharge forms
* Complete a product comparison for the clients. 
* Ordered pricing requests
* Order valuations for properties
* Process progress payment drawdowns for construction loans 
* Review living expenses
* Completing the servicing calculator 
* Follow-up of missing loan documents to the clients
* Follow-up loan application from the lenders
* Conduct post-settlement calls to discuss their loan set-up
* Do loan reviews especially for fixed rate expiry