United States onlyThis is a remote position.
About the role:
The Client Support Officer provides end-to-end administrative support for loan applications, from pre-approval through post-settlement. Responsibilities include verifying sales files for compliance, checking contract dates, assisting mortgage brokers with lodgments, and liaising with clients and building companies to collect required documentation.
Job Responsibilities:
- Perform administrative duties required for processing a client’s loan application with a lender from Pre-approval to post Settlement. • Receive pre-approved sales files from mortgage broker and check to ensure that the file meets minimum lodgment criteria/compliance checklists.
- Check finance due and settlement dated on land contracts against the dates recorded in BBS/Mercury.
- Support Mortgage Brokers with loan Lodgments/preparation of appointments where required.
- Liaise with clients and building companies to arrange for collection of paperwork to satisfy conditions of approval and help manage through to post settlement.
- Order valuations and process FHOG applications if applicable.
- Send HIA plans received from building companies with land contract to the lender on behalf of the client/broker.
- Track progress to Formal Approval and update comments in CBS/Mercury on a regular basis.
- Ensure all files meet Resolve’s and Regulatory minimum compliance standards.
- Regular all files meet Resolve’s and Regulatory minimum compliance standard.
- Regular and consistent contact/communication with our external customers and internal ABN customer on progress of loan application.
- Ensure all Broker Support tasks have been marked as complete and that all standard letters have been sent.
- Complete ‘File Review Checklist’ check compliance and place the file in standard order.
- Ensure all Broker Support Standard Operating Procedures are always up to date.
- The Client Support/Office Administrator may be required to cover other team members' work in times of leave of as workload dictates.
- Ensure KPI targets are met each month.
- May be required take/make calls and emails on behalf of the broker.
Requirements
Technical/Educational Qualifications:
- 2-4 years of experience
- Strong knowledge of mortgage lending process
- Mortgage broking support tasks experience
- Excellent Microsoft Office Skills
- Knowledgeable in Australian Mortgage
- Previous finance broking or banking experience preferred
