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Mortgage Application Assistant

Remote:

Full Remote

Contract:

Full time

Work from:

Australia

Offer summary

Qualifications:

Experience as a Mortgage Broker Assistant, Familiarity with AOL and loan processing, Proficient in CRM systems like Finsure, Detail-oriented with strong analytical skills.

Key responsabilities:

Assist with loan processing and documentation
Manage communication with clients and lenders

BruntWork Human Resources, Staffing & Recruiting SME https://www.bruntworkcareers.co/

501 - 1000 Employees

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Job description

This is a remote position.

Schedule:

40 hours per week
Monday to Friday 9am - 6pm Canberra, Australia time, with 1-hour unpaid break

About the Client:

The client is a mortgage broker company based in Canberra, ACT, Australia. They specialize in providing a wide range of financing options to assist individuals in finding the best mortgage solutions tailored to their needs and budget.

Key Responsibilities

- Assist with loan processing, application follow-ups, and documentation.

- Manage communication with clients and lenders.

- Support the mortgage broker in administrative tasks and scheduling.

- Ensure compliance with industry regulations and standards.

Requirements

Proven experience as a Mortgage Broker Assistant or similar role in an Australian mortgage company
Experience in AOL (Apply Online)
Worked as Loan Processor / Virtual Assistant for an Australian broker previously and can take an application from Submission – through to – Settlement.
Experience with dealing with Settlement agents (FMS, Dentons, Galilee etc), Including calling and discussing the application with them over the phone.
Experience dealing with Lender Credit Assessors
Proactive and efficient at multi-tasking
Experience with communicating with clients; with excellent communication and customer service skills.
Detail-oriented with strong analytical abilities.
Has experience in using CRM from Finsure, Connective, Vow, SFG preferred.
Higher level rather than data collection; Someone who is assessing rather than just collecting

Ideal to have:

Experience in communicating with clients via phone (most prefer only email, not phone calls. It would be ideal to have someone that doesn’t shy away from a quick hello to introduce themselves to the client.