Loan Application Coordinator Opportunity
5 days ago
Looking for a challenging and rewarding role in finance and mortgage broking? We've got the perfect opportunity for you
About the JobAs a Mortgage Broker Assistant at William Buck SA, you'll play a key role in supporting our Finance Advisory team in managing the loan application process.
Key Responsibilities:
- Managing the loan application process, ensuring seamless communication with clients and stakeholders.
- Supporting financial analysis and proposal preparation for clients, leveraging your expertise in loan application processes.
- Reviewing and submitting loan applications using aggregator software, maintaining high accuracy and efficiency.
- Assisting with regular client loan reviews, fostering strong relationships and trust.
- Coordinating with conveyancers, solicitors, bank staff, accountants, real estate agencies, valuers, and insurance providers to ensure timely settlements.
- Reconciling monthly upfront and trail commissions payable from lenders, guaranteeing accurate financial management.
- Ensuring compliance with all regulatory requirements and lending processes, upholding industry standards.
About You
We're looking for someone with a strong background in finance and mortgage broking, preferably with a Certificate IV in Finance and Mortgage Broking or similar discipline.
Requirements:
- Certificate IV in Finance and Mortgage Broking, or similar discipline.
- Previous experience in a similar role, preferably in finance and mortgage broking.
- Strong knowledge of loan application processes and lender requirements.
- Excellent communication and relationship-building skills, with the ability to work effectively with diverse stakeholders.
- Highly organized and able to manage multiple tasks efficiently.
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