Senior Mortgage Broker Assistant

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Bachelor's Degree
• 2-4 years of experience in the mortgage industry specializing in AU loan processing.
• Experience in using MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker or other CRM
• Software in the mortgage broking industry.
• Has a good understanding of IT concepts and technologies.
• Exceptional customer service skills and a friendly, professional demeanor.

Nice to Have:

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering

What will you do?

• Data entry to MyCRM and Apply Online (AOL)
• Generation of application paperwork, including those for the First Home Buyer scheme, grant applications, and discharge forms
• Document management (collecting, renaming, organising, following up)
• Document Compliance checks (ensuring NCCP requirements are met)
• Valuations, pricing requests, credit checks
• Living expense analysis
• Calculate basic income for PAYG applicants.
• Complete basic servicing calculators
• Transcribe compliance notes from dot points to paragraph form.
• Work on complex loan structures and loan types (multiple applicants, SMSF,...