AU Mortgage Broker istantLoan Processor ZR498JOB

This is a remote position.

• Review incoming loan applications for completeness and accuracy.
  
• Ensure all necessary documentation has been provided such as identification income verification etc..
  

• Verify the accuracy of borrowerprovided documents.
  
• Crosscheck information on applications with supporting documents.
  

• Validate applicant entered information into the CRM.
  
• Update the system with new information or corrections as needed.
  

• Identify key fixed expenses ongoing and undisclosed liabilities from bank credit card and loan statements.
  

• Communicate with clients to gather missing documentation or clarify details via File
  

• Coordinate with banks and financial institutions to ensure timely processing of loans. Follow up with lenders on the status of loan approvals documents verification and settlement
  

• Ensure all loan files comply with minimum documents standards and audit checklist.
  
• Perform checks to ensure all documentation is in order before submission to the lender.
  

• Manage and track the pipeline of loan applications. Prioritize tasks to ensure timely processing of all loan files.
  

• Push loan application from CRM to AOL and complete AOL from broker to attach documents and submit to lender.
  

• Approval & post settlement templated email communications such as Approved Settled What next Leave us a Google review.
  

• Post settlement compliance checks to meet audit requirements.
  

• Biannual/annual reviews including lender pricing requests
  
  

Requirements

• Ability to meticulously review documents and data to ensure accuracy.
  
• Catch errors or inconsistencies in loan applications and supporting documents.
  

• Strong ability to manage multiple files and tasks simultaneously.
  
• Keep track of deadlines and ensure all documents are filed and processed in a timely manner.
  

• Excellent verbal and written communication to interact effectively with clients and lenders.
  

• Ability to identify potential issues in loan applications and find solutions.
  
• Handle unexpected challenges or delays in the loan process.
  

• Ability to assess financial documents and credit reports to determine eligibility.
  

• Strong focus on providing excellent service to clients.
  

• Ability to prioritise tasks effectively to ensure timely processing of all loan files.
  
• Manage a high volume of work without compromising quality.
  

• Familiarity with loan processing software and mortgage industry tools.
  
• Proficient in Microsoft Office Suite (Excel Word Outlook).
  
• Ability to learn and adapt to new software quickly.
  

• Understanding of the mortgage lending process
  

• Ability to make sound judgments based on the information provided.
  
• Assess risk factors and escalate issues when necessary.
  

• Ability to work effectively autonomously.
  
• Open to receiving and giving constructive feedback.
  

• Maintain strict confidentiality with sensitive client information.
  
• Adhere to data protection and privacy regulations.
  

• Ability to adapt to changing regulations lender requirements and internal processes.
  
• Flexible in managing workload and handling new challenges.
  

• Handle various tasks and client interactions concurrently without losing focus.
  
• Manage a large pipeline of loans while maintaining attention to detail.
  

• Comfortable working with numbers Ability to interpret and analyse numerical data accurately.
  

Benefits