Mortgage Broker Assistant
Mortgage Broker Assistant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Unlock Global Opportunities from Home!
This is your chance to make your mark on the international finance scene all from the comfort of your home. Embrace an exciting opportunity to work with global leaders in the mortgage broking industry where your skills will directly impact the success of clients worldwide.
As a Mortgage Broker Assistant you ll play a crucial role in the mortgage broking process by handling the essential administrative and loan processing tasks that keep the operation running smoothly. From collecting applicant documents to preparing serviceability calculators you ll manage various elements of loan applications while adhering to strict deadlines and compliance regulations. This role offers global career exposure allowing you to build a legacy without crossing borders. If you re ready to grow and make a lasting impact this role is for you!
- Collating applicant documentation to ensure applications meet established timeframes
- Gathering and renaming supporting documents for loans in the designated cloud drive and CRM ensuring compliance with aggregator and lender requirements
- Preparing serviceability calculators for clients by interpreting financial data
- Requesting pricing discounts and negotiating strong offers by presenting competing bank offers
- Ordering property valuations
- Preparing loan lodgments
- Preparing RP data searches and property reports
- Performing data validations
- Running files through the compliance checklist
- Adhering to strict timeframes and deadlines for loan applications
- Collecting information from lenders for existing clients and preparing a database
- Following up with lenders and key stakeholders in a timely manner maintaining accurate records
- Analyzing bank statements and living expenses for applicants
- Generating and reviewing credit reports addressing any items of concern
- Verifying potentially fraudulent items (e.g. conflicting addresses) and flagging them to the broker
- Researching lender offerings and preparing product comparison reports
- Generating and identifying compliance requirements in the CRM and completing required data entry for lodgment
- Preparing outstanding documents for lenders and stakeholders to get files approved and ready for settlement
- Managing prelodgment lodgment preparation approval presettlement and postsettlement tasks following templates as needed
- Managing and assisting existing clients with requests (e.g. repricing refixing loans loan variations)
- Handling adhoc projects including setting up process guides system upgrades and automation projects and training junior mortgage broking assistants and loan processors when required
Loan Processing:
- Chasing lenders for status updates and keeping the broker and applicant informed
- Chasing valuation status updates
- Handling administration tasks fielding calls from applicants and managing emails for the group and personal mailbox
- Preparing postsettlement activities
- Handling any rework required
- Booking appointments and managing calendars and travel schedules
- Providing marketing sales and operational support (when required)
- Keying information into the brokers CRM and keeping records up to date
- Attaching scanned files to CRM records
- Assisting with lead generation marketing sales and operational tasks (when required)
Requirements
LoanApproved Skills and Experience
- College degree (preferred)
- Minimum of one year of endtoend Australian loan processing experience (preferred)
- Experience using Mercury Nexus CRM and Apply Online (AOL) is ideal
- Familiarity with Australian residential or commercial mortgage processing personal/car loan experience is considered
- Exceptional attention to detail with strong analytical and numeracy skills
- Ability to assess complex loan applications and analyze Australian financial statements
- High proficiency in Excel Word and webbased processing systems
- Excellent phone manner with strong communication skills (verbal and written)
- Experience with MyCrm software is an advantage
- Proactive and able to resolve issues independently
- Australian mortgage broker experience is essential (if not junior roles may be considered)
Benefits
Perks That Fit Your Needs
- Competitive Package
- Medical Life Insurance
- Remote work arrangement
- Standard government and Emapta benefits
- Free upskilling through Emapta Academy courses (Want to know more Visit )
- Wellequipped modern and accessible offices
- Fun employee engagement activities
- Mentorship and exposure to global leaders and teams
About the Client: Innovating Finance Building Futures
Our client is a leader in the mortgage broking industry known for their tailored financial solutions and dedication to helping clients navigate the mortgage landscape. With a global reach and local expertise they pride themselves on creating lasting financial legacies for individuals and families alike. Their commitment to excellence is evident through their handson approach and deep understanding of both commercial and residential loan markets. Join a company that is at the forefront of innovation transforming the way mortgages are managed globally.
Welcome to Emapta Sri Lanka Your Gateway to Professional Excellence!
At Emapta Sri Lanka we believe in fostering a community where your career aspirations align seamlessly with the stability of our growing organization. Join us in this journey where your professional dreams not only take root but also thrive in the vibrant landscape of Sri Lankan culture. Our diverse portfolio of international clients across various industries and a proven track record of success provide a stable foundation for your career. Team up with likeminded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips
In Sri Lanka Emapta opens the door to a unique opportunity. With over 700 global partners preferring to open remote jobs in the country our vision is to help you and thousands more reach your full potential and dreams without the need to leave the country and work abroad.
#EmaptaExperience
Loan-Approved Skills and Experience College degree (preferred) Minimum of one year of end-to-end Australian loan processing experience (preferred) Experience using Mercury Nexus CRM and Apply Online (AOL) is ideal Familiarity with Australian residential or commercial mortgage processing, personal/car loan experience is considered Exceptional attention to detail with strong analytical and numeracy skills Ability to assess complex loan applications and analyze Australian financial statements High proficiency in Excel, Word, and web-based processing systems Excellent phone manner with strong communication skills (verbal and written) Experience with MyCrm software is an advantage Proactive and able to resolve issues independently Australian mortgage broker experience is essential (if not, junior roles may be considered)
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
