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Senior Mortgage Operations Administrator – Perpetual Corporate Trust
4 months ago
More time off for the things that matter - Up to 6 weeks’ leave
Flexible work environment
Supportive team environment that values innovation and growth
Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation portfolios, investment and debt structures to protect the interests of our clients’ investors. Corporate trust supports clients locally and overseas with a unique offering through five key service offerings: Debt Market Services; Managed Fund Services; Perpetual Asia, headquartered in Singapore; Perpetual Digital, which provides data services and software-as-a-service products; and Laminar Capital, which provides fixed income dealing, treasury and advisory services to government organisations, superannuation funds, local councils, ADIs, not-for-profits, wealth managers and sophisticated investors.
As the Senior Mortgage Operations Administrator within Document Custody, you will be responsible for supporting management with document verification, data entry and client reporting in NSW.
About the role
As a Senior Mortgage Operations Administrator at Perpetual Corporate Trust, you will:
Accurately verify and data enter incoming security documents in line with client verification checklists
Ensure Content Manager and DMS Web are updated with accurate information including but not limited to document and packet locations, system notes and correct actions
Review and distribute client reporting on time
Provide ongoing support and training to team members
Ensure accuracy of document tracking tools.
Other Responsibilities
Build effective relationships with clients and their service partners
Ensure all client enquiries are attended to maintaining good written and verbal skills
Ensure all training material is maintained and updated regularly when required
Maintenance of Document Custody’s policies and procedures
Ensure Client Connect obligations are completed on time
Respond to Investigations team enquiries including managing any follow up with clients attending to legal notices or otherwise on Perpetual’s behalf
Respond to Client Advocacy team enquiries including managing any follow up with clients attending to complaints or otherwise on Perpetual’s behalf
Assist with identifying operational trends, issues, and areas for improvement
In the absence of Manager, manage day to day operations in NSW liaising with National Manager Mortgage Operations when required
Analyse & investigate fee calculation issues and discrepancies
Ensuring all operational risk controls are maintained in line with policies and procedures. Communicate effectively on issues / problems to Senior Management and ensure proper and timely follow-up to ensure resolution
Appropriate handling of confidential and sensitive information.
About you
Previous client service experience and strong knowledge of mortgage operational tasks and experience with working with mortgage documents (essential to be considered for this role)
Good understanding of mortgage operations processes and service level targets and agreements
Demonstrated customer service and relationship management skills
Strong attention to detail and ability to multitask and manage time effectively
Knowledge and awareness of Privacy Act obligations.
Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Access to LinkedIn learning, study support and commitment to supporting professional development
Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with Jawun
Diversity and inclusion
WGEA Employer of Choice for gender equality since 2018
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
