Responsibilities

• Working with the Broker(s) to ensure loan applications are complete and accurate by making sure all relevant supporting information has been provided and is up to date.
• Some financial analysis and loan application preparation required.
• Liaising with Lenders throughout the loan decision process with regards to information required, timeframes and outcomes.
• Arranging / Ordering appropriate loan documentation.
• Collating loan documentation and approval conditions for lodgement of settlement.
• Liaising with Lenders to ensure settlement is effected in a timely manner.
• Working closely with the Broker on client relationship management and loan maintenance queries.
• Customer Service – Working with the other Broker Support Officer(s) and Receptionist to handle general customer enquiries.
• Update/Maintain Client files with Database as required,
• Remain up to date and ensure compliance with legislative requirements including, Privacy Act and AML etc.
• Remain up to date with various Lender policies and processes.
• To manage Broker client base needs and requirements in times of Broker absence such as Annual Leave or Sick Leave.

Qualifications

• Completion of year 12 (QCE or HSC equivalent) is required.

Experience

• Strong Customer Service ethic.
• Strong computer skills, with the ability to learn and work with multiple software applications and systems.
• Sound written and verbal communication skills.
• Sound attention to detail and data accuracy skills.
• Sound organisation and planning skills.
• Professional personal appearance.
• Ability to handle pressure at times of peak workflow.
• Ability to work autonomously and as a part of a team.