This is a remote position.
Job Overview:
We are seeking a dedicated Broker Support who embodies our core values of Integrity Ethics Honesty and Accountability. As a key member of our team you will be responsible for supporting our organizations commitment to continuous learning and growth while upholding the highest standards of ethical conduct.
Job Description:
Prelodgment
- 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
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
- 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.