Financial Services Coordinator

4 days ago


Gold Coast, Queensland, Australia CDMGURU Full time

About the Role

The Loans Processing Officer position at CDMGURU is a key role within our dynamic mortgage broking firm. This opportunity will see you support both mortgage brokers and clients in a variety of loan processing activities.

Key Responsibilities

  • Collaborate with mortgage brokers to compile, manage, and handle commercial lending, investment loans, refinancing, and car loans.
  • Assist in serving clients and ensure their requirements are efficiently addressed.
  • Facilitate the processing of loan applications and collecting necessary information for submissions.
  • Offer specialized assistance to clients throughout the loan application journey.
  • Coordinate with clients and lending institutions to streamline communication and transaction procedures.

Requirements

  • Minimum 2 years' experience as a Loans Processing Officer in an Australian mortgage broking firm.
  • Proficient use of Mercury Connective Mortgage Broker CRM required.
  • Familiarity with loan application procedures and documentation.


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