抵押贷款经纪人支持/贷款处理员（需使用MyCRM）
AU Mortgage Broker Support / Loan Processor (MyCRM required)
职位：贷款处理专员
薪资：1,100 澳元/月
工作时间与条件：澳大利亚办公时间
关于公司：
这是一家屡获殊荣的澳大利亚房贷经纪公司，自2007年以来一直帮助澳大利亚人顺利进行财务旅程。公司拥有全国范围内的经验丰富的经纪人网络，并可接触到60多家贷款机构，通过创新技术、卓越的客户服务以及对简化借款流程的承诺，为客户提供定制化的贷款解决方案。
概述：
客户正在寻找一位高度组织化且注重细节的房贷处理专员，以支持一家繁忙的澳大利亚房贷及商业金融服务经纪公司。该职位适合有澳大利亚贷款、贷款处理、行政和客户服务经验的人士。成功候选人将与经纪人密切合作，确保贷款申请高效处理，并在整个贷款过程中为客户提供优质服务。
职责：
贷款处理与行政
- 准备并打包住宅、商业和资产融资贷款申请
- 收集、审核并整理相关文件
- 向贷款机构提交申请并跟踪进度
- 与贷款机构、BDM、律师、会计师和客户跟进
- 在CRM系统中维护准确的记录
- 订单估值并跟踪未完成的要求
- 协助结算及结算后行政工作
客户服务
- 通过电子邮件和电话与客户沟通
- 提供贷款申请进度更新
- 安排会议并管理经纪人日历
- 始终保持高水平的客户服务
合规与文件
- 维护电子客户档案
- 确保文件完整且符合规定
- 协助贷款机构和聚合平台的要求
- 准备信用评估的支持性文件
市场与业务支持
- 协助社交媒体内容排期
- 管理客户数据库和跟进活动
- 支持推荐合作伙伴的沟通
- 协助准备演示文稿和营销材料
- 技能与经验
要求
- 有支持澳大利亚房贷经纪人的经验
- 对澳大利亚住宅贷款流程有深入了解
- 优秀的书面和口语英语能力
- 高度关注细节
- 能够独立工作并按时完成任务
查看英文原文
Position: Loan Processor
Salary: $ 1,100 AUD/ month
Working Hours & Conditions: Australian Business Hours
ABOUT THE COMPANY:
The company is an award-winning Australian mortgage broking business that has been helping Australians navigate their finance journey since 2007. With a nationwide network of experienced brokers and access to more than 60 lenders, the company delivers tailored lending solutions backed by innovative technology, exceptional customer service, and a commitment to making the borrowing process simple and rewarding.
OVERVIEW:
The client is seeking a highly organised and detail-oriented Mortgage Loan Processor to support a busy Australian Mortgage and Commercial Finance Brokerage. This role is ideal for someone with experience in Australian lending, loan processing, administration, and customer service. The successful candidate will work closely with the broker to ensure loan applications are processed efficiently and clients receive exceptional service throughout the lending process.
RESPONSIBILITIES:
Loan Processing & Administration
- Prepare and package residential, commercial, and asset finance loan applications
- Collect, review, and organise supporting documents
- Submit applications to lenders and monitor progress
- Follow up with lenders, BDMs, solicitors, accountants, and clients
- Maintain accurate records in CRM systems
- Order valuations and track outstanding requirements
- Assist with settlements and post-settlement administration
Client Service
- Liaise with clients via email and phone
- Provide updates on loan application progress
- Schedule appointments and manage broker calendars
- Ensure a high level of customer service at all times
Compliance & Documentation
- Maintain electronic client files
- Ensure documents are complete and compliant
- Assist with lender and aggregator requirements
- Prepare supporting documentation for credit assessments
Marketing & Business Support
- Assist with social media content scheduling
- Manage client database and follow-up campaigns
- Support referral partner communications
- Assist with preparation of presentations and marketing material Skills & Experience
Requirements
- Previous experience supporting an Australian mortgage broker
- Strong understanding of Australian residential lending processes
- Excellent written and verbal English communication skills
- High attention to detail
- Ability to work independently and meet deadlines
- Strong organisational and time management skills
- Hands-on experience with MyCRM is required
- Proficiency with Microsoft Excel and Google Workspace
Highly Desirable
- Experience with commercial lending
- Experience with asset and equipment finance
- Experience dealing with Australian lenders and aggregators
Benefits
- Full time and remote job
- Australian business hours (dayshift)
Originally posted on Himalayas