Loan Processor & Client Support Officer - Dynamic Team

The purpose of this role is to assist the Director/Finance Broker to assist our clients in gaining their finance approval. Your time and energy will be focused on collecting information, researching finance products and scenarios, completing compliance notes and packaging up finance applications to be submitted to lenders. From here, you will work with lenders to achieve finance approval by assisting the finance broker as they work through approval conditions.

You will also work with clients post-settlement, who require interest rate reviews and have general enquiries about their loans.

Tasks and responsibilities

• Liaising with clients to assist them with their finance application from end to end.
• Collecting information, completing compliance notes, and packaging up finance applications to be submitted to lenders.
• Liaising with lenders to achieve finance approval by assisting the finance broker as they work through approval conditions.
• Researching finance products, scenarios and policies
• Supporting clients post-settlement, conducting interest rate reviews end to end, and dealing with general enquiries regarding their lending.
• Enhancing the business, by improving systems and efficiencies.
• Meeting and documenting Best Interest Duty obligations 

Qualifications & experience

• A minimum of two years previous Mortgage Broking, Banking or Loan Processing experience required.
• Excellent communication skills and customer service
• Word processing/Microsoft Office/CRM proficiencies and experience
• A high degree of accuracy, follow-through and accountability
• Ability to work independently, willingness to learn and take responsibility for client files.
• A strong commitment to results.

Benefits

• The role will grow with you - opportunity to grow into operations manager role into the future.
• Generate extra income through introducing finance leads.
• Be part of a small, flexible and supportive team.

About us:

At Amplified Lending Solutions, our mission is to improve our clients lives by empowering them, through lending knowledge and advice, to realise their financial and investing potential.

We are passionate about enabling our clients to achieve their finance goals, whether that is paying off their home loan sooner or creating a property portfolio.

We collaborate with our clients through each step of their lending requirements, and help them through their journey from first homebuyer, to investor and beyond. Partnering with our clients  enables us to build an effective and evolving finance strategy tailored to their needs.

Amplified Lending Solutions is a boutique brokerage with three brokers and a one broking assistant. We are looking to expand our team to help more of our community access excellent finance advice and options.

Sound like your dream job?

We want to hear from you, so please complete the following two steps.

Step One: Send us your CV and cover letter describing why this role is for you to [email protected].

Step Two: Take this quick 5-minute assessment. Copy and paste this link into a new browser: https://assessment.predictiveindex.com/bo/87VF/AmplifiedClientServices