United States onlyThis is a remote position.
Loan Application Administration
- Use tools such as HelloPack and FileInvite to request and manage supporting documents.
- Send Manual Fact Find, Credit Guide, and Privacy Consent via email; confirm privacy consent is signed.
- Create applications in the aggregator CRM and maintain accurate records.
- Print lender application forms via ApplyOnline for client signatures, including additional forms such as discharge, FHOG, or other applicable documents.
- Print and save Application Summary in the client’s document older.
File Review & Compliance
- Verify they meet minimum lodgment and compliance requirements.
- Complete compliance checklists and maintain files in standard order according to company and regulatory standards.
Client & Broker Support
- Assist mortgage broker with loan lodgments, appointment preparation, and related administrative tasks.
- Communicate regularly with clients, solicitors, and stakeholders to collect documentation and satisfy approval conditions.
Loan Processing Tasks
- Order pricing, credit reports, and property valuations as required.
- For refinance applications, check discharge readiness and follow up accordingly.
Progress Tracking & Communication
- Monitor application status from lodgment to formal approval and settlement.
- Update comments and progress notes in ApplyOnline regularly.
- Keep Standard Operating Procedures (SOPs) up to date.
Team & Performance
- Provide coverage for onshore team during leave or peak workloads.
- Achieve monthly KPI targets and contribute to overall team efficiency
Requirements
Technical/Educational Qualifications
•Bachelor’s degree
- Experience in the Mortgage industry (At least 1 year – broker side)
- Working knowledge of Microsoft Word, Excel, Outlook
- Experience in LMG software
