Mortgage Broker Support / Loan Administrator
Opportunity to work alongside an experienced financial planner/mortgage broker and to assist in the processing of home loans in Western Sydney.
Summary about this job
Mortgages
Company: HNW Planning
Location: Sydney
Work type: Full Time
Salary: $55,000 - $70,000 base plus commission
Phone: +61-3-9706-6618
Fax: +61-3-1049-8995
E-mail: n\a
Site: n\a
Detail information about job Mortgage Broker Support / Loan Administrator. Terms and conditions vacancy
Our Corporate Representative, SMI Financial Solutions, is seeking a smart, energetic and trustworthy individual for a Loan Processing position.
This is an exciting opportunity for you to join an established and dynamic wealth creation company located in Parramatta.
SMI Financial Solutions delivers professional financial, property investment and financial planning services to clients across high net worth individuals and everyday Australians to help them achieve their personal and professional goals.
You will be working closely with a highly qualified Mortgage Broker/ Financial Planner and a close-knit team to follow up leads, obtain supporting documents from clients, complete applications from fact find through to settlement (and ongoing loan monitoring).
You will be involved in general administrative duties, chasing up loan applications with lending institutions, tracking loans from lodgement to settlement, liaising with all associated parties including: finance brokers, real estate agents, lending institutions, builders and settlement agents.
You would be joining a company with excellent working conditions with a dynamic culture and engaging team environment, you will be exposed to a great career growth opportunity, with opportunities to pursue a Mortgage Broker career path for the right individual.
Duties and responsibilities will include: -
- Responsible for the pre-credit functions of the mortgage home loan process
- Completing and submitting home loan application documents
- Liaising with clients during the fact find process through to loan lodgement
- Researching lender policy and procedures
- Lodging home loan applications and following applications through to settlement.
- General office duties and assisting the Home Loans Team with other adhoc duties when needed
- Dealing with the clients directly, bank BDM's and credit teams as well as with internal stakeholders. The business works with all the major lenders and non-bank lenders covering all types of residential Home Loans, car loans, construction Loans, to SMSF Loans.
- Following up clients, lawyers, bank lenders
- Data entry
- Assessing loan checklists, and order property Valuations
Must Have:
- 1-2 Years previous experience in loan processing
- Experience in a Mortgage Broking environment
- Knowledge of loan applications and processing through to settlement
- Ability to hit the ground running & work unsupervised
- Immaculate reporting & administrative skills
- Time management skills
- Understanding of Mercury preferable but not essential
- Have completed or are in the process of completing a Cert 4 in Mortgage Broking
In the first instance please contact Chris on 02 9890 7144 or [email protected].