Manages the end-to-end loan process from pre-submission through to post-settlementExperienced in handling a variety of loan types, including residential owner-occupied, residential investment, construction, off-the-plan, first home buyers, government guarantee scheme purchases, SMSF loans, and loans for trust or company borrowersKnowledgeable in PAYG income types (full-time, part-time, casual, contractor), including non-base income calculations, as well as self-employed income verification for sole traders, companies, and trustsPerforms data entry in CRM systems and Apply Online for loan applicationsCompletes servicing calculations using Quickli, bank-specific calculators, and scenario workshops in collaboration with BDMsPrepares detailed broker notes to support application submissionsSubmits property valuations and pricing requests as requiredGenerates Equifax reports, credit guides, and other compliance-related documentationTracks loan application progress and follow up with clients and lenders to ensure timely processingCommunicates with clients and banks via phone and email to manage inquiries and provide updatesReviews financial documents, including transaction histories, credit card statements, and home loan statementsProcesses repricing requests for existing clients’ home loansHandles post-settlement requests and provides ongoing loan supportPerforms general administrative duties such as saving, organizing, and indexing documentationConduct quality checks on tea-----------mbers’ servicing calculations to ensure accuracy and adherence to bank policies
Verified
