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Mortgage broking assistant

Coin Capital
North Perth, WA
A$65,000-$80,000 p/a
Banking & Financial Services → Mortgages
Full-time
On-site

Posted 7 days ago


Mortgage Broking assistant

An award winning and fast-growing mortgage brokerage is seeking a Client Service manager to join their team. Based in North Perth and part of a high energy and high performing team, you will be a pivotal part of the mortgage broking team's success. Your technical mortgage broking and credit experience will set you up for success in this role as you handle all loan processing and stakeholder conversations from credit analysis through to settlement. This is one not to be missed and an opportunity for those with loan processing experience looking to take their career one step further!

This is a full time permanent position.

The role:

Your main aim is to take the load off the Mortgage Broker's shoulders so they can focus on what they do best (bringing in the business), while your A-game is crunching the numbers! You'll research the best lender, loan structure, product and policy including serviceability calculations.

You'll be highly client facing and one of the main business contacts for clients throughout an application. You'll be communicating with clients for outstanding information, producing loan proposals for the broker to discuss with the clients and then moving them through to application stage.

· Analysing and researching client credit requirements and making the files ready for submission

· Accurately manage and execute all loan submissions (lodgement through to post settlement)

· Actively managing the client relationships through regular updates and support throughout the home loan process

· Ensuring all documentation has been collated and signed

· Ensuring all deals are prepared for settlement

About you:

You have minimum of 1 year experience in the mortgage broking industry or branch lending experience and be highly skilled in bank policy and the loan application process (Cert IV or Diploma of Finance and Mortgage Broking preferred, but not essential).

You're likely a broker or bank lender who loves the number crunching and analytical aspect of broking or lending but not the pressure of sales and lead generation.

You strive to get the best possible outcome for your clients and hold them at the centre of your working life. You understand the trust they place in you to assist them, you respect that relationship and reward them with a gold standard experience and next level outcomes.

What else will you bring to the role?

· Demonstrated experience within loan processing and credit writing is a must

· Demonstrated mortgage broking industry experience is a must

· You have technical knowledge of the home loan process and credit

· You are organised, proactive and positive

· You have excellent communication skills


About Coin Capital

North Perth, WA, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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