Intogreat Solutions Philippines
This is a remote position.
- 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
- Assistance with pre and post approvals
- Handling Sales Trekker
- Manual client list management – through manual follow ups
- Maintaining Ongoing data base engagement and retention
- Client profiling assistance
- Managing Settlements
- Assistance with Accessing and actioning emails on behalf of the client and banks
Requirements
- Intermediate experience
- Strong knowledge of mortgage lending process
- Excellent Microsoft Office Skills
- Knowledgeable in Australian Mortgage, preferred
- Previous finance broking or banking experience preferred
- Nice to Have – Experience in using Sales Trekker preferred
- Knowledgeable in Quickli and One note
- Experience using Mortgage Calculators and Bank comms
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
Working in United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
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