Hire me as your next mortgage processing support from pre-lodgement to post settlement. Let me help you upscaling your business by allowing me to assist you with the below tasks.
Experience with below tasks
Data and document collection
Verifying supporting docs for accuracy and completeness
Renaming and organising file documents to naming standards
Evaluation of clients financial position
Maintaining clear and open communication with broker, clients, lenders, solicitors, valuers and etc.
Data entry in the aggregators software and ApplyOnline
Liasing with brokers to follow-up missing information required both prelodgment & conditional approval.
Generate application forms & send to clients for signatures
Valuations
Pricing
Credit checks
Completing servicing calcs
reviewing HEM
Discharge Forms
Submit applications
Monitor submitted apps to the lender daily and keep posted
Make follow-ups with the builder/conyencers/ real estate agents
Organising settlements
Generating post settlement letters
Liaising with builders / conveyancers as required.
Ensuring compliance with all relevant financial regulations and lending policies
Keeping abreast of changes in industry trends, market conditions and lending guidelinesSo yeah, let's talk on how we can leverage my skills and experience to help you in growing your business.
