Mortgage Broker Support ZR360JOB

This is a remote position.

• Input new client data onto Trello and myCRM
  
• Follow up clients for requested supporting documents
  
• Rename organize and review supporting documents
  
• Ensure privacy consent form is signed and conduct credit checks
  
• Order upfront valuations from various banks
  
• Request pricing discounts from various banks
  
• Calculate funding positions
  
• Assist with researching and completing scenarios
  
• Research and prepare lender product comparisons
  
• Update Trello with every action performed on client file
  
• Assist with client enquiries and requests
  

• Complete CRM and AOL data entry according to broker s submission notes
  
• Generate NCCP compliance documents
  
• Prepare and assist with VOI as required
  
• Upload supporting documents onto CRM and AOL
  
• Generate application forms for client signing
  
• Ensure QA and compliance checks are completed before lodging application
  
• Advise clients of loan lodgment and expected SLA
  

• Assist with any requests for additional documents from clients
  
• Follow up with lenders and BDMs on SLAs
  
• Advise clients of formal approval and next steps
  
• Assist with the signing and returning of loan documents
  
• Liaise with solicitors real estate agents builders and other parties to ensure successful settlement
  
• Ensure settlement is booked in
  
• Assist with construction progress payments
  
• Organize settlement gifts
  

Requirements

• Proficiency in myCRM and ApplyOnline for data input.
  
• Organizational skills for document management.
  
• Knowledge of privacy regulations and credit checks.
  
• Negotiation skills with banks.
  
• Ability to calculate funding positions.
  
• Research skills for lender comparisons.
  
• Excellent communication for client inquiries.
  

Benefits

• Permanent Workfromhome setup
  
• Companyprovided equipment
  
• Secondary WiFi Modem
  
• 21 Leave Credits
  
• 100% conversion of UNUSED leave credits
  
• HMO on Day 1
  
• Grab Voucher every month
  
• Birthday Gift
  
• Loyalty Gift
  
• Christmas Gift
  
• WorkLife Balance
  
• Active employee engagements physically such as Christmas Party & Team Building and virtual events such as townhall with prizes.