Mortgage AU Client Support Officer - WFH

This is a remote position.

• 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

Requirements