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Broker Assistant

2 weeks ago

Croa New South Wales, Australia Finsure Full time $60,000 - $80,000 per year

About the Role

The Broker Assistant plays an essential role to ensure their clients are guided through the complexities of property finance process. Working with a small, but experienced team, you will play a key part in delivering exceptional home loan application support and service by helping them provide outstanding experiences for their clients from post-approval to settlement as well as reviewing existing client's needs and overall client management.

What you will do

  • Manage the home loan process from post-approval right through to settlement/funding
  • Deliver exceptional loan application support and service and pro-actively manage escalations, ensuring all relevant parties are across any potential issues which require action and/or resolution.
  • Meet all SLA's and ensure stakeholder expectations are met.
  • Liaise directly with varying parties to obtain applicable information, documentation or clarification as required.
  • Manage a pipeline of home loan applications simultaneously.
  • Maintain existing back-book/database by contact existing clients of Ark Lending Solutions and completing home loan reviews with a view to ensure Ark Lending Solutions becomes the existing clients first point of contact for all things mortgage lending.

What you will have

  • Ideally a minimum of 2 years' experience in a fast paced and high-volume home lending environment.
  • Solid understanding of mortgage deals, credit principles and loan application documentation.
  • Previous experience with Infynity CRM and Apply Online (AOL) would be highly regarded,
  • Ability to quickly understand an application and address any issues to ensure deal flow; and continually maintain exceptional levels of support and service delivery.
  • Ideally previous Mortgage Broker office experience in similar role.
  • A client-centric approach and the ability to naturally build relationships especially over the phone.
  • Self-driven with high organisational and time management skills to meet deadlines.
  • A real team-focused personality that embraces collaboration and excellent customer service.