Offer summary

Qualifications:

3+ years of experience in loan processing, especially with complex applications., Proven communication skills for effective lender follow-up., Familiarity with Australian home loan documentation and related software., Detail-oriented and organized, capable of managing multiple priorities..

Key responsibilities:

Collect and input data for complex loan applications, including SMSF loans.

Complete and submit loan application forms, ensuring accuracy and consistency.

Assist brokers in addressing Missing Information Requests (MIRs) from lenders.

Ensure all documentation is handed over to the settlements team upon loan approval.

Job description

Opportunities:

Base range: 40,000 - 60,000 Php per Month (based on experience)
Full-time remote
Day shift, Sydney, Australian Time zone
28 days of Paid leave in a year
Annual Performance Bonus
HMO
Career growth

Essential Requirements:

3+ years of experience in loan processing, preferably with experience in handling complex loan applications.
Bank communication: Proven ability to effectively communicate and follow up with lenders to ensure smooth loan approvals.
Australian Home Loan Documentation

Note: Please ensure you meet the essential requirements before applying.

About the role
The Senior Loan Associate plays a crucial role in the loan application process, ensuring accuracy, efficiency, and timely completion. This role involves handling complex loan applications, including SMSF loans, from initial data gathering through to settlement handover. The ideal candidate is highly organized, detail-oriented, and possesses excellent communication skills, both written and verbal. They must be comfortable working in a fast-paced environment and be able to manage multiple priorities effectively.

Primary Responsibilities

Data Gathering and Entry:

Collect and meticulously input data for complex loan applications, including SMSF loans.
Review and organise submitted documents.
Regularly update information in the Hotspot system.
Verify and complete member details within the Infinity system.
Proactively follow up and obtain missing or incomplete documents.
Securely save and manage all relevant documents on Google Drive (Commencement).

Application Completion:

Accurately complete the Statement of Advice (SOCA) and Application Online (AOL) forms.
Ensure consistency and accuracy of data between the Infinity system and AOL (Handover).

Application Submission:

Submit loan application forms via AOL, obtaining necessary broker consent.

Addressing MIRs (Missing Information Requests):

Assist brokers in promptly addressing MIRs from lenders.
Verify information with lenders and diligently pursue outstanding documents.

Settlement Handover:

Ensure all necessary information and documentation are handed over to the settlements team upon formal loan approval.

Valuation and Pricing:

Initiate requests for property valuations and loan pricing.

Key Qualities:

Proficiency in using loan processing software (e.g., Infinity, HubSpot) and online application platforms (e.g., AOL).
Pricing and valuation tools: Knowledge of pricing and valuation tools used in the real estate industry.
Credit checks and reports: Experience conducting credit checks or working with Equifax reports.
Comfortable working on Zoom the whole shift

Technical requirements:

Windows 11 operating system or MacOS 13+
256GB Storage space - minimum
8GB RAM - minimum
Dual Core CPU - minimum
Camera: HD Webcam (720p)
Headset: Noise-cancelling (preferably)
Internet Speed: 50 Mbps - minimum

About The Company

Freedom Investment Lending is the dedicated mortgage broking division within the Freedom Group ecosystem. Aligned with Freedom Property Investors, Australia’s leading property investment mentoring and research group,

We deliver tailored finance solutions that help our Members acquire investment properties and build wealth through strategic lending.

With a deep understanding of residential property investment, lending policies, and financial structuring, our business provides end-to-end finance support - from pre-approval to settlement - for thousands of Members each year.

Apply now!!

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