Mortgage Processor

We are seeking a detail-oriented Loan Officer to assist with the loan applications and administration tasks, with a genuine interest in making finance their career and who fits well in our culture (team player, collaborative, professional, customer focussed)

Work-from-home
Can start immediately
Experience with the following is preferred:

1) Microsoft Excel & spreadsheets

2) Document verification

2.1) ID documents like driver’s license & passport

2.2) Income documents like payslips and pay summary)

2.3) Debt statements like mortgage and credit card

3) Google drive

4) Our CRM loan system Salestrekker

5) Adobe reader


Roles and Responsibilities:

Loan Processing

Document verification, storing to google drive & renaming,
Processing loan application Through salestrekker and FLEX and Apply Online
Requesting documents as per mortgage broker’s instructions
Reviewing client profile in salestrekkker & requesting additional information (via salestrekker internal notes, email and SMS systems)
Processing other broker requests such as fact finds, pricing approvals, property valuations, credit reports, compliance tasks, loan reviews and loan proposals
Broker administration tasks including but not limited to: records, maintenance, file audits, file management, process documentation.
Liaising with clients, financial institutions, and other related parties to the loan application (telephone and email correspondence, format/templates are provided)
Qualifications and Experience/Skills Required

Previous experience as a loan processor for Australian clients or currently in a mortgage finance related field is essential
Salestrekker CRM
Excellent English communication skills, both verbal and written
Strong customer service and organisational skills