United States onlyThis is a remote position.
About the Role
Mortgage Loan Processor plays a critical role in ensuring loan applications are accurate, compliant, and smoothly progress from pre-approval to settlement, while supporting brokers and keeping clients informed.
Job Description
- 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 standards
- 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
- Assistance with pre and post approvals
- Handling Sales Trekker
- Manual client list management – through manual follow ups
- Maintaining Ongoing data base engagement and retention
- Client profiling assistance
- Managing Settlements
- Assistance with Accessing and actioning emails on behalf of the client and banks
Requirements
Qualifications
- Intermediate experience
- Strong knowledge of mortgage lending process
- Excellent Microsoft Office Skills
- Knowledgeable in Australian Mortgage, preferred
- Previous finance broking or banking experience preferred
- Nice to Have - Experience in using Sales Trekker preferred
- Knowledgeable in Quickli and One note
- Experience using Mortgage Calculators and Bank comms
