AU Broker Assistant ZR607JOB
AU Broker Assistant ZR607JOB
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Broker Assistant plays a crucial role in supporting brokers throughout the loan application process by performing a range of administrative and data entry tasks. This position involves managing client information coordinating with brokers and ensuring that all necessary documentation and application details are accurate and complete. The Broker Assistant works closely with brokers or credit analysts to assist in the preparation and submission of loan applications ensuring smooth processing and compliance with lender policies.
- Data Entry including inputting all client personal and financial information (from fact find) into aggregator software (Infynity) and completing data entry of Apply Online to prepare for loan submission
- Verifying and reviewing all supporting documents and noting to broker any additional documents required prior to submission.
- Ordering valuations requesting lender pricing
- Reviewing income documents and servicing calculators to ensure accuracy
- Working directly alongside broker or credit analyst to assist with data entry and submission of the loan application.
- Generating and understanding application documentsResearching and understanding different lender policy
Requirements
- Understanding of Compliance: Indepth knowledge of compliance requirements specific to Australian mortgage submissions including the Statement of Credit Assistance and other regulatory obligations.
- Lender Policy Knowledge: Strong understanding of lender policies including their processes and criteria for submitting loan applications to ensure accurate and compliant submissions to multiple lenders.
- Document Verification Expertise: Expertise in reviewing and verifying various types of documentation ensuring that everything required for the loan application is correctly submitted and uptodate.
- Mortgage Industry Knowledge: A solid understanding of the Australian mortgage industry loan products and the application process across various lenders.
- Communication Skills: Excellent communication skills to liaise effectively with brokers clients and lenders ensuring all parties are kept informed throughout the process.
- Organizational Skills: Ability to manage multiple loan applications simultaneously prioritize tasks and meet deadlines efficiently.
Benefits
Employment Type
Full Time
