Application Management: Manage the loan application process from post appointment stage to post-settlement support, ensuring a seamless experience for brokers, clients, and stakeholders. This includes responding to client inquiries, assist with loan packaging, tracking application progress, identifying follow-up actions, and liaising with lenders and internal teams to resolve issues efficiently.
Data Entry and Processing: Accurately inputting loan applications, borrower information, and relevant data into the system, ensuring the integrity of our records with meticulous attention to detail and precision.
Document Management: Managing crucial loan documents is foundational to our operations. You'll organize, scan, file, and retrieve these documents in strict adherence to established procedures and regulatory requirements.
Customer Communication: Engage with borrowers, internal stakeholders, and external partners to facilitate the loan application process. Address inquiries, provide updates, and uphold positive interactions to ensure client satisfaction.
Administrative Support: Help keep things running smoothly by assisting Australian Brokers and stakeholders with tasks like scheduling appointments, coordinating meetings and preparing reports. You'll also provide general administrative support, including keeping an eye on emails for important actions and keeping everyone updated on application statuses. Assist the brokers with valuation, pricing and rate reviews.
Ad hoc tasks: May involve occasional monitoring and management of social media accounts, with the flexibility to respond to queries from clients and stakeholders as needed, to support a cohesive working environment. Additionally, it encompasses other ad hoc tasks as assigned.