This is a remote position.
Prelodgment
- Input new client data onto Trello and myCRM
- Follow up clients for requested supporting documents
- Rename organise 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
Lodgment
- 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
Postlodgment
- 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
- Organise settlement gifts
Requirements
- Proficiency in Trello and myCRM 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
Join our team for an exhilarating adventure with these amazing perks:
- Enjoy a fixed dayshift schedule ensuring predictability and stability in your worklife rhythm.
- Embrace the freedom of permanent workfromhome arrangements granting you the flexibility to excel from the comfort of your own space.
- Say hello to hasslefree setups with a topnotch companyprovided laptop.
- Reap the rewards of a competitive monthly salary that recognizes your talent and dedication.
- Stay healthy and secure with HMO coverage on day one plus free dependent coverage every year!
- Unlock the power of time with 100% cash conversion of unused leave credits.
- Feel valued and appreciated with loyalty gifts Christmas surprises and birthday treats throughout the year.
- Treat yourself with Grab evouchers every month adding a dash of delight to your routine.
- Achieve harmony with worklife balance initiatives that prioritize your wellbeing and fulfillment.
Join us on this thrilling journey where work meets joy and every day is filled with possibilities!