Broker Support - Loan Processor | Australian Mortgage Account

Working closely with our Australian brokers and lenders, you’ll use our very own Client 1st platforms and other applications to ensure our high service standards are maintained throughout the loan cycle, from application to post-settlement. With a minimum of three years experience as a Loan Processor or in a similar customer-focused role; you will be responsive, have an eye for detail, and be able to demonstrate what excellent customer service is all about

Main Roles and Responsibilities:

Input applications and generate documents such as an application form, “Game Plan” for certain Brokers, SOCA, Client Needs Analysis, other NCCP documents, discharge authority form via Salesforce, Podium, and other broker platforms/CRMEnsure all data is correct and accurate and within SLAIdentify missing information and documents, and follow up brokers as requiredOrder valuations via lender RP Data portalSubmit pricing discount requests via lender/broker portalsAssist in the preparation, assessment, and submission of home loan applicationsSend supporting documents and email pack to lenders after lodgementGenerate client credit reports as per broker requestsFollow-up/liaise with relevant stakeholders (brokers, banks, solicitors, builders, and conveyancers)Follow-up lenders to ensure the file progresses in a timely mannerReceive, classify, name, and save supporting documents into broker/client dropboxEmployees may perform other related duties as required to meet the ongoing needs of the organization

Must have:

Outstanding customer service and communication skillsA highly organized approach with strong attention to detailStrong problem-solving skillsAbility to learn new technology and administrative processes quicklyWillingness to adapt and be part of a team working as one

Highly Desirable:

Experience with broker CRMs and software platforms ie MyCRM, Podium, Mercury, Apply Online, Infynity, and FlexExperience in loan processing or file management for the Australian financial services sectorExperience communicating will Brokers and LendersAt least 1 year of relevant experience

Additional Information:

Qualification - Bachelor's/College Degree

Working from home benefits to be agreed

Company Website: https://client1st.ph/

Client1st originally came about as an internal support team of Loan Processing staff, to Australian broker group, finweb.finweb CEO and founder, James Angus, saw an ideal fit with the quality workforces of the Philippines, supporting Australian finance professionals.James says "With increasing compliance and regulatory demands on Australian finance professionals, it was more important than ever, that these professionals, are empowered with a scalable team, that deliver to the same standard, that the end-clients likewise should expect."