AU Parabroker ZR539JOB

This is a remote position.

• Collect and verify all necessary financial and personal information from clients to complete mortgage applications.
  
• Guide clients in understanding the required documentation and ensure that all forms are filled out accurately and completely.
  

• Research and identify potential lenders and loan products that best suit the client s needs and financial situation
  
• Keep uptodate with current lender policies interest rates and mortgage products to provide the broker with accurate recommendations.
  
• Present potential lenders to the broker for consideration based on client requirements and financial profiles.
  

• Assist the broker by identifying possible solutions for complex scenarios such as credit issues or income discrepancies to improve the likelihood of loan approval.
  
• Work with the broker to craft strategic loan structures or recommend alternate lending options when necessary.
  

• Prepare and submit complete loan applications to the appropriate lenders ensuring all documentation is accurate and meets lender requirements.
  
• Confirm receipt of loan applications by lenders and ensure timely processing.
  

• Proactively follow up with lenders to monitor the status of loan applications and resolve any issues that arise during the approval process.
  
• Provide regular updates to clients and the broker ensuring everyone is informed of the progress of applications.
  

• Maintain detailed and accurate records of all communications applications and relevant documents in the CRM or system.
  
• Assist with managing the broker s schedule including setting up client meetings or calls.
  
• Perform any other administrative tasks required to ensure the efficiency of the mortgage broking process.
  

Requirements

• 5 Years of relevant experience
  
• Exceptional verbal and written communication skills in English with the ability to articulate complex financial concepts clearly and professionally.
  
• Ability to draft clear and concise emails reports and client communications.
  
• Experience in gathering comprehensive client information for mortgage applications ensuring all documentation is accurate and complete.
  
• Ability to explain the loan application process and assist clients in providing necessary documents.
  
• High attention to detail when processing client applications verifying information and handling documentation.
  
• Capable of researching lenders and mortgage products to recommend the best options for clients.
  
• Experience using CRM systems Microsoft Office (Word Excel Outlook) or other relevant software to manage data and client records.
  

Benefits