AU Mortgage Client Services Manager (Apply Online, CoreLogic, Lender Broker Portals, File Invite, MyCRM) | ZR_667_JOB

• Secure and organize the necessary supporting documents directly from customers applying for finance. Ensure that all required paperwork is complete, accurate, and uploaded within specified timelines.
  
• Appropriately organize supporting documents in compliance with internal processes and lender requirements.
  
• Accurately enter customer and loan-related data into the myCRM system, ensuring data integrity and seamless flow of information across the team.
  
• Apply for loan pricing directly through lenders, ensuring that clients are offered competitive and accurate pricing options.
  
• Order property valuations through CoreLogic and directly from lenders to facilitate the loan approval process in a timely manner.
  
• Assist with the loan re-pricing process, ensuring clients receive the best possible rate and renegotiating terms when necessary.
  
• Accurately enter and manage Application for Loan (AOL) data in the myCRM system, ensuring the timely and efficient processing of applications.
  
• Proactively follow up with customers via phone and email to provide updates, gather additional information, or answer any questions throughout the loan application process.
  
• Maintain effective communication with lenders via phone and email to track loan progress, resolve issues, and ensure timely processing.
  
• Regularly provide updates to customers, lenders, and third-party stakeholders on the status of loan applications, pricing, and other related processes.
  
• Schedule and manage appointments for clients to meet with brokers, ensuring smooth coordination and customer satisfaction.
  
• Assist brokers in designing and implementing efficient loan processing workflows within myCRM to streamline operations and improve team productivity.
  
• Answer inbound calls, qualify new leads, and assist potential clients by guiding them through the initial steps of the loan application process.
  

Requirements

• Must have previous experience min 3 years, ideally 4 years
  
• Must have fluent English, both spoken and written, to communicate effectively with clients, lenders, and other stakeholders.
  
• Excellent verbal and written communication skills, with the ability to articulate complex information clearly and professionally in a remote working environment.
  
• Exceptional attention to detail is a must. Candidates should be meticulous and able to maintain accuracy across all aspects of the job. Perfectionists will thrive in this role.
  
• A strong understanding of the basic fundamentals of credit, including loan qualification criteria, credit scoring, and lending processes, is essential.
  
• Ability to think critically and design efficient loan processing workflows in collaboration with brokers. Must be able to implement and refine these processes as the new standard operating procedure.
  
• Must be a free thinker with good initiative. The ideal candidate will be able to make decisions independently, keep the loan application process moving forward, and resolve issues without needing constant supervision.
  
• Practical and reliable with a strong focus on efficiency. Ability to complete tasks accurately and on time, with minimal errors or rework.
  
• Must have excellent time management skills and the ability to handle multiple priorities simultaneously, ensuring that high-priority tasks are completed first while maintaining a strong focus on other responsibilities.
  
• Strong organizational skills are essential to manage documentation, customer communications, data entry, and follow-ups effectively. Must be able to keep track of multiple cases and deadlines with ease.
  

Benefits