I do Loan Processing for an Australian/New Zealand mortgage
My responsibilities include:
- Preparation, assessment, and submission of loan applications to lenders across Australia
- Document collection from the clients
- Accomplish serviceability calculators
- Administers valuation and pricing requests
- Makes broker submission notes
- Data entry to CRMs like Infynity, Salestrekker, and Applyonline.
- Generates compliance documents and application forms and sends these out to clients along with all documents required at submission.
- Manually submits loan applications or via Applyonline
- Gather and send supporting documents to lenders
- Status follow-up of submitted deals
- Communication with BDM and assessors for faster formal approval.
- Communication with the lenders to ensure timely settlement
- Requests deal escalation if required
- Updates clients on the status of their loan applications
- Ensures loan documents are issued and returned by the clients
- Handles discharge requests and ensures the outgoing lender is ready for settlement on time
- Confirms settlement and relays new loan details to the applicants
- Filing and organization of documents to GDrive, One Drive, Zoho Docs or Dropbox
- Knowledgeable with Broker Engine, Docusign, Hellosign, Cashdeck, Google
Docs, Google Hangouts, Slack, Dropbox, Google Workspace.
Verified
