This is a remote position. Job Description · Data entry of relevant client details into the system including: o All personal details o Assets and liabilities o Income and employment details o Potentially loading information on self-employed clients – training will be provided o Confirmation of all these details · Ordering valuations · Requesting special pricing for clients · Obtaining property reports · Some loan tracking follow-up · Liaising with the Melbourne based team regarding next steps · Application data entry · Lodgment of loans including uploading and sending off client loan applications · Compliance checklist activities including uploading data to CompliFast website

Requirements

Qualifications: · 2 yrs mortgage broking - end to end (lodgment, submission, settlement, post settlement) · Bachelor’s degree · Experience in the Mortgage industry · Working knowledge of Microsoft Word, Excel, Outlook · Experience in using Podium preferred · Experience in using software/tools: sales trekker, applyonline, corelogic