• Reviewing all the documents for pre-lodgment and data entry on the CRM or Customer Relationship Management Systems such as payslips of the applicants, identification cards, employment documents, contract of sale, rental statements and appraisal, and other documents
• Ensuring all the systems are ready before lodging it such as the ApplyOnline, Broker Platform, and SalesForce.
• Preparing and ordering the valuation for the property being assessed
• Calculating the borrowing capacity of the applicants using the servicing calculators of different lenders in Australia
• Generating all the necessary documents that need to be filled up prior in submitting the attachments (the documents required by the lender).
• Preparing all the documents to be submitted to the lender
• Compliance: double-checking all the documents to be sent before tossing it to the lenders
• Loan tracking: Ensuring that the loan has proceeded to the bank, checking the updates of the current application up to settlement.
• Post-settlement and Annual Review of existing clients
• Preparing manuals for the staff on our branch to be able to lessen the training process
• Discounts to be requested to the lenders using their tool kits in order to minimize the interest being paid by the borrowers
• Handling complex loan deals such as SMSF
(Self-Managed Super Fund Application, Cross-securitization deals, Bridging applications and other deals.
