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AU Loan Officer - Hybrid | Eastwood QC

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Job Description - AU Loan Officer - Hybrid | Eastwood QC

About the role

The role handles the full loan process from pre‑approval to post‑settlement, ensuring all documents meet compliance requirements, supporting brokers with loan lodgments, coordinating paperwork with clients and builders, ordering valuations and FHOG applications, updating internal systems, maintaining regular communication, and meeting monthly KPI targets.


Job Responsibilities

  • Perform administrative duties required for processing a client’s loan application with a lender from Pre -approval to post Settlement
  • Receive pre -approved sales files from mortgage broker and check to ensure that the file meets minimum lodgment criteria/compliance checklists
  • Check finance due and settlement dated on land contracts against the dates recorded in BBS/Mercury
  • Support Mortgage Brokers with loan Lodgments/preparation of appointments where required
  • Liaise with clients and building companies to arrange for collection of paperwork to satisfy conditions of approval and help manage through to post settlement.
  • Order valuations and process FHOG applications if applicable
  • Send HIA plans received from building companies with land contract to the lender on behalf of the client/broker
  • Track progress to Formal Approval and update comments in CBS/Mercury on a regular basis
  • Ensure all files meet Resolve’s and Regulatory minimum compliance standards
  • Regular all files meet Resolve’s and Regulatory minimum compliance standards
  • Regular and consistent contact/communication with our external customers and internal ABN customer on progress of loan application
  • Ensure all Broker Support tasks have been marked as complete and that all standard letters have been sent
  • Complete ‘File Review Checklist’ check compliance and place the file in standard order
  • Ensure all Broker Support Standard Operating Procedures are always up to date
  • The Client Support/Office Administrator may be required to cover other team members work in times of leave of as workload dictates
  • Ensure KPI targets are met each month


Requirements

Qualifications

  • Must have 2+ years of experience in Australian mortgage broking
  • Solid knowledge of the mortgage lending process
  • Strong skills in Microsoft Office applications
  • Previous experience in finance broking or banking


Original job AU Loan Officer - Hybrid | Eastwood QC posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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