Senior Loan Processor (Australian Process) - Work From Home Available

Ambient Consultancy; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A prominent consultancy firm is seeking a mortgage processing specialist to assist Australian brokers with document preparation and loan applications. This role requires a minimum of 3 years in the mortgage industry, focusing on all aspects from data entry to managing lender interactions. Candidates should have experience with specific CRMs and a strong understanding of the mortgage process.

Qualifications

• Minimum 3 years of experience in the Australian mortgage industry.
• Experience in end-to-end loan processing.
• Ability to work with CRMs and lender systems.

Responsibilities

• Conduct data entry into various CRMs and systems.
• Manage documentation for loan applications including follow-ups.
• Liaise with customers and stakeholders through the loan process.

Skills

Data entry

Document management

Customer liaison

Understanding lender policy

Valuations

Education

Certificate IV Financing & Mortgage Brokering

Tools

AFG360

BrokerEngine

Infynity

MyCRM

Mercury

Flex

Salestrekker

Apply Online

Job description

Job description

Summary:

The purpose of the role is to support Australian mortgage brokers in document preparation, packaging, and submission of loan applications to a variety of lenders. The role will include conducting data entry into client-specific CRMs up to the lender online lodgement system via Apply Online and then onto Settlement.

Minimum 3 years of experience in the Australian mortgage industry, specifically in loan processing, covering the entire process from end to end, including post settlement activities.

Experience is using AFG360, and BrokerEngine used in the mortgage broking industry.

What will you do?

Data entry to various CRMs (Infynity, MyCRM, Mercury, Flex, Salestrekker) and Appy Online (AOL)

Generation of application paperwork, including First Home Buyer scheme and grants and discharge forms follow-up

Document management (collecting, renaming, organizing, follow up)

Valuations, pricing requests, credit checks, living expense analysis.

Handling end to end loan applications (From CRM to AOL submission, including pricing, valuation and servicing)

Finding suitable lenders for various scenarios

Running scenarios with BDM

Ability to understand and research lender policy

Liaise with customers, solicitor, lender and other stakeholders as required

Any other tasks, as assigned to you by the assigned broker

Nice to Have:

Certificate IV Financing & Mortgage Brokering