Credit Analyst

We are looking for a detail orientated, customer focused individual to fill our credit analyst position supporting our Brokers with the assessment and management of loan applications.

 You will be responsible for;

·       Monitoring and processing mortgage files from initial meeting to settlement

·       Liaising with clients, referrers, and lenders to ensure loan applications are proceeding smoothly

·       Providing customers with timely, periodic loan application status updates

·       Compiling documents for customer files and accurately entering data into CRM

·       Processing documents, verifying the accuracy and completeness of each document and, ensuring all files meet industry and compliance standards

·       Client follow up calls and yearly home loan reviews.

• Lender Policy Review/Serviceability assessments.

 The successful applicant will possess the following skills and attributes:

• Detail oriented due to the financial nature of the role.

·       A strong understanding of Microsoft Office especially Excel and Word, Adobe and database management

·       Excellent written communication skills enabling the candidate to work effectively with the business partners, broker team and clients

·       Ability to learn quickly

·       Highly organised & proficient at multi-tasking and must be able to manage their own time, establish schedules and meet deadlines.

·       Likes to work in a team

• Ability to assess complex self-employed financials a requisite.

Required minimum 3 years in a similar role.