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Experienced Loan Processor/Broker Assistant

Shore Financial
North Sydney, NSW
A$80,000 p/a + super
Banking & Financial Services → Mortgages
Full-time
On-site

Posted 6 days ago


We are currently seeking an experienced Loan Processor/Broker Assistant looking to progress their career and join one of Australia's top brokerages.

The Role:

Your duties will include, but are not limited to:

General broker assisting duties;

Loan processing & packaging;

Communicating with clients, lenders & legal professionals;

Managing the loan process from lead to post-settlement;

Drafting and managing internal and external communications;

Diary and email management & general assistant duties where needed;

Data entry into Salestrekker and Apply Online;

Preparing Compliance Documentation for proposed loans where required;

Lodging loan applications & following up lenders where required;

Organising valuations and pricing approvals with lenders;

Booking & organising settlements with the clients, solicitors, & lenders; and

Ensuring all settled files are compliant.

The Candidate:

Minimum of 2 years loan processing experience (for a Mortgage Broking business);

ApplyOnline experience;

LoanApp experience;

Salestrekker experience (highly desirable but not crucial);

Ability to review and interpret income documentation to assess client serviceability;

Ability to manage a high-volume workload & work well in stressful situations;

Ability to prioritise;

Think proactively;

Provide a high standard of customer service;

Strong communication skills (written & verbal); and

Ability to work autonomously & as part of a team.

The Benefits:

Being a member of Australia’s no 1 independent brokerage

Office in North Sydney close to the train line & metro with views of the harbour

Large young & driven team

Excellent social environment; and

Flexibility available for the right person.


About Shore Financial

North Sydney, NSW, 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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