Experienced Loan Processor/Broker Assistant

1 week ago

North Sydney Council, Australia Shore Financial Full time $90,000 - $120,000 per year

We are currently seeking an experienced Loan Processor/Broker Assistant looking to progress their career and join one of Australia's top brokerages.

The Role:

Your duties will include, but are not limited to:

  • General broker assisting duties;
  • Loan processing & packaging;
  • Communicating with clients, lenders & legal professionals;
  • Managing the loan process from lead to post-settlement;
  • Drafting and managing internal and external communications;
  • Diary and email management & general assistant duties where needed;
  • Data entry into Salestrekker and Apply Online;
  • Preparing Compliance Documentation for proposed loans where required;
  • Lodging loan applications & following up lenders where required;
  • Organising valuations and pricing approvals with lenders;
  • Booking & organising settlements with the clients, solicitors, & lenders; and
  • Ensuring all settled files are compliant.

The Candidate:

  • Minimum of 2 years loan processing experience (for a Mortgage Broking business);
  • ApplyOnline experience;
  • LoanApp experience;
  • Salestrekker experience (highly desirable but not crucial);
  • Ability to review and interpret income documentation to assess client serviceability;
  • Ability to manage a high-volume workload & work well in stressful situations;
  • Ability to prioritise;
  • Think proactively;
  • Provide a high standard of customer service;
  • Strong communication skills (written & verbal); and
  • Ability to work autonomously & as part of a team.

The Benefits:

  • Being a member of Australia's no 1 independent brokerage
  • Office in North Sydney close to the train line & metro with views of the harbour
  • Large young & driven team
  • Excellent social environment; and
  • Flexibility available for the right person.

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