United States onlyThe role
In the role of Broker Support, you will be assisting the Loan Administrators with tasks to assist with client mortgage applications including but not limited to ordering and managing to completion; pricing request, valuations, First Home Buyer Forms, Discharge of Mortgage Forms, and anything else that the Loan Administrators need assistance with.
What you'll need to succeed
Seeking intelligent, energetic and ambitious individuals that are eager to work in a mortgage broking environment. You must be a quick learner, have impeccable communication skills and a strong work ethic.
You will have some previous broker support experience and understand the full end to end mortgage application process and be eager to assist your colleagues with tasks to help the clients towards formal approval and settlement.
- Health Insurance/HMO
• Enjoy unlimited MadMax Coffee
- Diverse learning & growth opportunities
• Accessible Cloud HR platform (Sprout)
• Above standard leaves
Responsibilities:
Creating compliance documents for all home loan applications
Preparing Finance Strategies (with assistance from the broker)
Preparing and Lodging home loan applications
Managing loan applications
Preparing and Lodging First Home Buyer, Scheme, Discharge forms and other applications associated with home loan applications
Researching lender policy and process
Communicating with various lenders
Ordering valuations
Pricing requests & actioning pricing requests
Providing customer service for settled clients
Undertake any other finance-related duty, as requested.
Excellent attention to detail and the ability to work to strict deadlines.Process and deadline-drivenHighly organised and efficientGood working knowledge of lending products and the banking environment.You must have excellent customer relationship skills, and be able to nurture customers throughout their entire finance journeyAbility to learn quicklyStrong administration and customer service skills.Strong Computer skills are essential as you will be working with Microsoft Office (incl. Outlook, Excel, Word and Powerpoint)Experience with ApplyOnLine and/or Flex/Broker Engine is not essential but would be an advantage.
AU, CA + 3 more