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
All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.
Be the first to receive the latest Others Full-Time Jobs in the Philippines.
Setup your job alert:
By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime.
Skip
GrabJobs is the no1 job portal in the Philippines, connecting you to thousands of jobs fast!
Find the best jobs in the Philippines, apply in 1 click and get a job today!