Tools
CRM
Methods
Revenue operations
Role signals
Finance
About this role
Job description
Primarily responsible for the processing of our client’s home loan applications to our partner lenders according to established guidelines:
- Assist with processing and tracking home loans from pre-submission to settlement
- Analysis of application
- File data organisation and validation
- Data entry of application into aggregator platform
- Frame assumptions to aid processing
- Follow instructions necessary to complete the application; and
- Communicate with lenders to confirm loan details.
Skills and
Qualifications
- We are looking for performance-driven individuals who possess:
- Commitment to creating amazing experience for our clients
- Collaborate with others in a team environment
- Aptitude to understand and follow workflow guidelines
- Critical thinking to solve problems
- Professional communication skills in English, both verbal and written
- Background in finance or banking especially with home loans will be given priority
- Proficiency in technology i.e. computers, internet, CRM, Office 365, etc.
- Experience working with Australians will be an advantage
- High attention to detail;