Loan Administrator

2 weeks ago

Melbourne, Victoria, Australia Inject Full time
Part-time, permanent role. Flexible around existing commitments.

  • Work oneonone with an engaged and collaborative director.
  • No industry experience required, full training provided.

About Seven Equity
Founded 15 years ago, Seven Equity has firmly established itself at the forefront of the Mortgage Broker industry.

The director, a seasoned mortgage broker, utilised their industry experience to cultivate valuable connections with both customers and banks, ensuring optimal solutions for all parties involved.

Specialising in residential home loans and investments, Seven Equity prioritises understanding their clients' requirements and preferences, crafting tailored solutions that perfectly align with their needs.

***
Why You Want to Work Here

  • Whilst we have a modern working space in Chadstone, you can split your time between the office and home. We can discuss any existing schedules you may have, and value life/work balance. We want you to feel motivated and engaged while completing your work, but understand you may have other priorities outside the office.
  • By engaging with customers from all over, you will have the opportunity to learn about their unique experiences while fostering longlasting relationships.
  • Enjoy a small and nimble team where your thoughts and contributions are highly valued. There is scope to review and refine existing processes and templates, you'll have a tangible impact on the business's growth.

About You


Throughout your time in customer service, what you've truly got a kick out of is getting to know your customers and having a genuine conversation with them.

You're that person that remembers children's names or someone's birthday.

You're the first to pick up the phone, even if it's for 10 seconds to confirm a customer is satisfied.

Your exceptional organisational skills ensure nothing falls through the cracks.

Whether this be through following a methodical checklist and calendar, your ability to prioritise tasks and meet deadlines sets you apart.

You have the ability to catch even the smallest errors or inconsistencies, ensuring that each task is completed with precision.


About the Role

  • Calling customers to ensure all necessary supporting documents are returned and uploading them into the online portal.
  • Calling banks to get an update on where your customers' loans are at and forwarding that information to the customer.
  • Tracking customers' progress using the Broker Engine platform, from the initial lead stage to settlement and postsettlement.
  • Updating workflows, checklists, and templates to accurately reflect current processes and requirements.
  • Efficiently coordinating documents including contracts and customer documentation into precise filing systems.
  • Overseeing the upkeep of the existing database, while also coordinating and scheduling meetings for both the director and customers.

Selection Criteria
To be successful in this opportunity, you'll need to tick the list below:

  • Customer service or administration experience
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