AU Mortgage Client Support Officer – WFH

• 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 standard.
• 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.
• May be required take/make calls and emails on behalf of the broker.

Requirements