broker AssistantThe VITO Group

Qualifications:
Bachelor's degree in Finance or relevant field.
2+ years' experience as a Loan Processor or similar role is preferred
In-depth knowledge of closing procedures, loan processes, and documentation
Good understanding of banking computer software and MS Office
Excellent interpersonal and communication skills.
Good multitasking abilities with outstanding time management skills
Responsible for a pipeline, both purchase and refinances
Review loan application package for completeness and accuracy, reconcile application against system input
Responsible for gathering required documentation from customer and third parties in support of the loan approval decision
Responsible for prompt, professional communication to customers, loan officers & underwriters
Responsible for calculating and analyzing income, assets and liabilities
Utilization of Encompass and company procedures
Establish an ongoing relationship by delivering best-in-class customer service
Responsibilities:
● Services:
● Application lodgment and NCCP docs
● Valuation ordering
● FHOG and Discharge documentation
● Lender follow up and status reporting
● Borrower follow up and updates
● All loan types - standard, trust, construction and SMSF loans
● Tasks include:
● Broker CRM data entry
● Next Gen (Apply Online) data entry
● Preparation of Lender Application form and NCCP documents
● Checking of supporting documents such as ID, statements, payslips, etc. to ensure they comply with lender requirements
● Discharge form preparation
● FHOG form preparation
● Servicing calculator preparation
● Valuation ordering and follow up
● File lodgment to lender
● Broker phone support 9AM to 6PM
● Lender follow up to settlement
● Solicitor follow up to settlement
● Regular broker updates during application process
● Regular customer updates during application process
CATSONE

Pampanga
Permanent
Full-time