Residential Mortgage Broker Support Specialist

3 weeks ago


Melbourne, Victoria, Australia Talent Web Full time

Support the Success of Our Mortgage Brokers

Talent Web is seeking a skilled Residential Mortgage Assistant to join our team in the medical industry. As a key player in our operations team, you will collaborate with a team of brokers to ensure that all clients are serviced in a positive and timely manner.

Key Responsibilities:

  • Verify documentation for accuracy, validity, and compliance with policies and legislation, ensuring a thorough understanding of loan products and policies.
  • Provide exceptional service, verify supporting loan documentation, follow up on incomplete documentation, and maintain regular client communication with internal stakeholders.
  • Conduct income verification, credit history, asset and liability assessments.

Requirements:

  • Excellent time management and prioritisation skills.
  • Strong understanding of self-employed, PAYG, SMSF, and Trust structure.
  • Prior experience with Connective as a mortgage aggregator or Mercury as a CRM.
  • Be adaptable and have excellent problem-solving skills.
  • Certificate IV in Mortgage Broking highly desired.

Benefits:

  • Collaborative team environment.
  • Hybrid work arrangement.
  • Internal development and progression opportunities.


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