澳大利亚抵押贷款处理员
AU Mortgage Loan Processor
职能支持限定地区(需当地身份)
公司Three Peaks International Pty Ltd
薪资未公开
工作地点Philippines
地域资格限定地区(需当地身份)
时区要求日间重叠约 9 小时,基本正常作息
用工类型Contractor
发布时间11 天前
数据来源Himalayas
注意地域限制:该职位明确限定在 Philippines 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。
职位描述:
理想的候选人应具备行政和财务中介业务方面的专业知识。以下是详细的工作职责和要求。
职位职责
- 为抵押贷款经纪人提供全面的行政支持。
- 与客户沟通,获取贷款申请所需的信息和文件。
- 准确地在CRM系统和ApplyOnline中输入和维护客户及申请数据。
- 协调客户、贷款方、律师、会计师和其他相关方,推动申请流程直至结算。
- 及时向客户提供申请进度的更新。
- 通过持续培训保持对贷款方政策、产品和行业要求的最新了解。
- 通过电话和电子邮件跟进客户和相关方,获取缺失的信息和文件。
- 根据客户需求研究并确定合适的贷款解决方案。
- 与贷款方代表沟通,明确申请要求和政策问题。
- 管理多个系统、门户和数据库中的数据录入。
- 安排和协调会议、后续跟进和相关方沟通。
- 维护准确的CRM记录,确保内部系统的数据完整性。管理电子邮件通信和支持邮箱管理。
- 贷款申请管理 从提交到结算管理抵押贷款申请。
- 验证文件,完成评估,并准备贷款方要求的材料。
- 通过CRM和ApplyOnline提交申请。
- 与贷款方和客户沟通,提供更新和后续跟进。
- 支持结算后的活动并保持准确的记录。
我们寻找的人选
- 3–5年澳大利亚抵押贷款全流程处理经验。
- 商业、会计、金融或相关领域的学位。
- 具有澳大利亚抵押贷款CRM(如Salestrekker、Mercury Nexus)和ApplyOnline的经验。
- 对澳大利亚贷款政策和合规要求有深入了解。
- 优秀的书面和口头沟通能力。
- 熟练使用Microsoft Office和Google Workspace。
- 注重细节,具备较强的分析和解决问题的能力。
- 能够处理复杂文件,按时完成任务,并能独立工作。
- 熟悉技术,适应性强,注重流程。
- 高度有条理,积极主动,能够在快节奏的环境中茁壮成长。
我们提供的福利
- 正式工作职位
查看英文原文
Job Description:
The ideal candidate has strong knowledge both in administrative and financial broking business. Below are the detailed duties and responsibilities.
JOB RESPONSIBILITIES
- Provide comprehensive administrative support to mortgage brokers.
- Liaise with clients to obtain information and documentation required for loan applications.
- Accurately enter and maintain client and application data within CRM systems and ApplyOnline.
- Coordinate with clients, lenders, solicitors, accountants, and other stakeholders to facilitate applications through to settlement.
- Provide timely updates to clients regarding the progress of their applications.
- Maintain current knowledge of lender policies, products, and industry requirements through ongoing training.
- Follow up with clients and stakeholders via phone and email to obtain outstanding information and documentation.
- Research and identify suitable lending solutions based on client requirements.
- Communicate with lender representatives to clarify application requirements and policy matters.
- Manage data entry across multiple systems, portals, and databases.
- Schedule and coordinate appointments, follow-ups, and stakeholder communications.
- Maintain accurate CRM records and ensure data integrity across internal systems. Manage email correspondence and support inbox administration.
- Loan Application Management Manage mortgage applications from submission to settlement.
- Verify documents, complete assessments, and prepare lender requirements.
- Lodge applications through CRM and ApplyOnline.
- Liaise with lenders and clients, providing updates and follow-ups.
- Support post-settlement activities and maintain accurate records.
WHO ARE WE LOOKING FOR?
- 3–5 years of end-to-end Australian mortgage loan processing experience.
- Degree in Business, Accounting, Finance, or a related field.
- Experience with Australian mortgage CRMs (e.g., Salestrekker, Mercury Nexus) and ApplyOnline.
- Strong understanding of Australian lending policies and compliance requirements.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office and Google Workspace.
- High attention to detail with strong analytical and problem-solving skills.
- Ability to manage complex files, meet deadlines, and work autonomously.
- Tech-savvy, adaptable, and process-driven.
- Highly organized, proactive, and able to thrive in a fast-paced environment.
What's On Offer?
- Permanent Work from home set up
- Performance Appraisal and Increase and Bonus (Merit based)
- Paid Time off
- Paid Australian Holidays
Technical Requirements (Independent Contractor Role)
- Reliable laptop/desktop (with at least one backup device)
- Noise-cancelling headset (for interviews and meetings)
- Stable internet connection with a backup (minimum 100 Mbps)
Three Peaks International is a Sydney based staffing solutions partner which provides local and virtual staffing solutions to Australian businesses through outsourcing, recruitment, and migration. Simply put, we help businesses grow by providing them the staff they need that gets the job done.
Originally posted on Himalayas
本页面信息整理自 Himalayas,版权归原发布方所有。职位可能随时关闭,投递请以原始页面为准。
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