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Open nowFirst seen 3 days ago

Virtual Post Settlement Mortgage Assistant (Part-Time)

Three Peaks International Pty Ltd16 open roles

Where
Remote
Work mode
Remote
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Your applicationOpen nowVirtual Post Settlement Mortgage Assistant (Part-Time)Three Peaks International Pty Ltd · Remote

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  2. CV RocketCV written for this posting.

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  4. CV RocketApplied on Three Peaks International Pty Ltd's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 3 days ago

The posting

Reports To Broker

Position Summary | Scope of Work | Key Responsibilities

Settlement & Post Settlement Care

  • Completing pricing requests and negotiating interest rates where required – ability to escalate pricing based on client's strengths
  • Prepare loan switches & variations accurately as instructed by broker and client
  • Support Client Loan Review
  • Maintain Client Database & Broking Systems
  • Manage Gift Cards & Referral Program

ADHOC- Cross training during lean season

  • File Management
  • Generate and prepare all compliance and application paperwork as instructed by Broker
  • Downloading all supporting documents and information received by client or third party, i.e. Accountant, Lawyer & Real Estate Agent
  • Renaming supporting documents and allocating into the correct folder structure
  • Generate supporting document pack that includes all documents and information, and ensure you have not missed any documents
  • Identifying gaps in supporting documentation or what would be a roadblock for the broker to complete an 'assessment
  • Transfer information from the pack into our Fact Find and Client Assessment (Living Expenses, Property Portfolio)

Loan Submissions and Data Entry

  • Know where to source information to input into the aggregator software and ApplyOnline (i.e. client notes, supporting document pack, client assessment)
  • Accurately enter all borrower, guarantor, or business information into the aggregator software (incudes but not limited to contact details, residential address, employment information, assets, liabilities, income and living expenses)
  • Identifying gaps in supporting documentation, information or what would 'make a deal' – be able to cross reference what has been received with the lender's checklist and ApplyOnline
  • Ability to quality check own work if there are validation errors in ApplyOnline
  • Merge all signed documents into the 'Final' supporting document pack
  • Upload and verify accurately the pack into ApplyOnline and Aggregator Software for submission and compliance

Ordering Valuations

  • Instruct different types of valuation reports ranging from free property reports, desktop valuations / AVM's, to full valuation reports requiring a physical inspection
  • Instruct these reports across different banks through their nominated system e.g. Valex / Corelogic or over email where required
  • Accurately enter all owner, borrower and property details into these systems, ensuring data is checked, with zero tolerance for errors
  • Follow up valuation reports when there is a delay and responding to request for additional information
  • Saving down reports correctly, entering key information into client assessments and notifying the broker

Completing Lender Application and Discharge Forms

  • Manually enter borrower information in lender's application forms (Private Clients) using PDF software
  • Be able to execute on instructions given to accurately present the borrower information into the application forms
  • Know where to source the borrower information to accurately complete the Discharge Form in full i.e. Loan Account #, security address, OFI information & Broker information

General Admin and Data Entry

  • Requesting credit check consent via DocuSign – ensuring client's full name and email is accurate
  • Ordering credit report through various lender system (Equifax via Macquarie and ANZ etc.)
  • Ordering company information via ASIC
  • Any other project work as required by SF Capital

Highlighted Skills

  • Complex pricing scenarios – loan reviews
  • Complex pricing scenarios – origination
  • Draft recommendations to clients
  • Email and reply to clients without second checking
  • Call banks and non-bank lenders to make queries, follow up and escalate statuses
  • Operate Broker Engine and other tools
  • Make suggestions to improve processes and client experience
  • One loan review per month leading to a refinance
  • NEW area of responsibility: Support Settlements Process

Technical Requirements

  • Reliable laptop or desktop computer, with at least one backup device
  • Noise-cancelling headset for interviews and client meetings
  • Stable internet connection (at least 100 mbps) with a backup connection
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