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Mortgage Support Career Developer

2 weeks ago

City of Parramatta Council, Australia beBee Careers Full time
Mortgage Industry Career Starter Role

We are seeking an enthusiastic and dedicated individual to join our team as a Mortgage Broker Support Specialist. This entry-level opportunity is ideal for someone looking to start their career in the mortgage and finance industry.

As a Mortgage Broker Support Specialist, you will support our team by managing the loan application process, maintaining client relationships, and handling essential administrative tasks. This role offers comprehensive training and mentoring, equipping you with all the tools and knowledge needed to excel in the mortgage industry.

Your Key Responsibilities:
  • Client Retention & Relationship Support:
    • Assist in managing existing client loans through bi-annual repricing.
    • Prepare annual review documents to strengthen client relationships and maintain engagement.
  • Loan Process Administration:
    • Collect and review all required documentation from clients for loan applications.
    • Enter client data accurately into our system.
    • Request loan pricing from various banks and upload supporting documents.
    • Book property valuations and coordinate with stakeholders to ensure seamless loan settlements.
    • Securely organize and store documentation in a cloud-based system, ensuring compliance.
  • Specialized Project Support:
    • Create proposal documents for ultra-high-net-worth clients.
    • Draft structure proposals for private lending transactions.
    • Prepare detailed credit memoranda for commercial lending deals.
What We're Looking For:
  • Key Skills & Qualifications:
    • Strong attention to detail and organizational skills.
    • Eager to learn and develop within the mortgage industry.
    • Ability to prioritize tasks and meet deadlines effectively.
    • Previous experience in administration or customer service is beneficial but not required.
  • Career Growth Opportunities:
    • Gain real-world experience and a clear path to advancement in the mortgage industry.
    • Work closely with experienced professionals committed to your development.
    • Join a collaborative and welcoming environment.