JOB DESCRIPTION FOR A BROKER ASSISTANT - LOAN PROCESSING
Broker sends loan information to Loan Processing Team, Team processes them and prepares outputs for signatures. After signing, we submit the application to the lender and follow up until settlement.
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, pays lips 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
Any other tasks as directed by POC/Australian Management
Para Broking:
Reports to individual Broker that has employed in the role Scenario testing and policy research services to further improve a Brokers productivity. Propose up to four lenders and get our expert Para Broker will analyses their policies, servicing and provide you with options to advise your clients
SCENARIO TESTING SERVICE CONTAINING POLICY CHECK, SERVICING, VALUATION AND PRICING REQUESTS FOR UP TO FOUR DIFFERENT LENDERS ON EACH DEAL.
Policy check - Assess deal against lender specific policy using the input data provided
Servicing - Complete/check lender servicing calculators for lenders/products requested
Funding - Complete funding worksheet (based on the data provided) to ensure deal can be completed
Prepare for processing - Once the Broker selects the product, Para Broker will prepare deal for loan processing or send to the Loan Processing Team for processing.
Customer loan document sign ups
Overflow Loan processing during peak periods
Benefits (Tangible and Intangible)
20 days leave (15 VL and 5 SL) annually
Health insurance (HMO)
Salary increase based on performance upon 6th month and/or annually
Allowances
Learning opportunities
Work-Life balance
Open and transparent management
Boomering
Broker sends loan information to Loan Processing Team, Team processes them and prepares outputs for signatures. After signing, we submit the application to the lender and follow up until settlement.
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, pays lips 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
Any other tasks as directed by POC/Australian Management
Para Broking:
Reports to individual Broker that has employed in the role Scenario testing and policy research services to further improve a Brokers productivity. Propose up to four lenders and get our expert Para Broker will analyses their policies, servicing and provide you with options to advise your clients
SCENARIO TESTING SERVICE CONTAINING POLICY CHECK, SERVICING, VALUATION AND PRICING REQUESTS FOR UP TO FOUR DIFFERENT LENDERS ON EACH DEAL.
Policy check - Assess deal against lender specific policy using the input data provided
Servicing - Complete/check lender servicing calculators for lenders/products requested
Funding - Complete funding worksheet (based on the data provided) to ensure deal can be completed
Prepare for processing - Once the Broker selects the product, Para Broker will prepare deal for loan processing or send to the Loan Processing Team for processing.
Customer loan document sign ups
Overflow Loan processing during peak periods
Benefits (Tangible and Intangible)
20 days leave (15 VL and 5 SL) annually
Health insurance (HMO)
Salary increase based on performance upon 6th month and/or annually
Allowances
Learning opportunities
Work-Life balance
Open and transparent management
Boomering
Other Info
Philippines
Permanent
Full-time
Permanent
Full-time
Submit profile
Boomering
About the company
Position broker Assistant recruited by the company Boomering at , Joboko automatically collects the salary of , finds more jobs on Broker Assistant or Boomering company in the links above
About the company



