Broker Support Officer – Australian Mortgage

SUMMARY

The purpose of the role is to support Australian mortgage brokers in document preparation, packaging, and submission of loan applications to a variety of lenders. The role will include conducting data entry into client-specific CRM’s up to lender online lodgment system via Apply Online and then onto Settlement.

All Interested Applicants MUST be open to working at BGC FULL TIME ONSITE

DESCRIPTION

• Must have in-depth knowledge and understanding of the Australian mortgage process (Initial Processing – Settlement)
• Timely and accurate input of customer application from various Client Fact Finds into multiple systems
• Indexing and organizing supporting documents and identifying gaps
• Packaging (with the preparation of various documents such as a statement of advice or SOCA, NCCP documents – Preliminary Assessment, Credit Proposal disclosure, Credit Guide, and all other pertinent paper works as required) and submission of customer application to the lender. This includes interpreting lender credit requirements to ensure the appropriate supporting documents are held and provided to the lender Supporting documents must also be scanned into broker software
• Follow up with Lenders to ensure the file progresses in a timely manner
• Request pricing discounts from lenders and order valuations, organize property reports
• Good understanding of Serviceability Calculators
• Updating tracking worksheet and/or software to ensure brokers are aware of loan status at all times
• Customer follow-up (if required) for any outstanding documents
• Monitor applications daily and report on progress
• Send supporting documents and email pack to the lender after lodgment

KNOWLEDGE, SKILL-SET, AND RELATED EXPERIENCE

• Solid experience of not less than 2 to 3 years with an Australian lending/mortgage company
• Strong background in the use of specific AU-identified CRM i.e. Mercury (M5 & Nexus), Infinity, Podium, Flex, MyCRM, Salestrekker and ApplyOnline
• Excellent working knowledge of mortgage originations; specifically, mortgage operations.
• Thorough knowledge of loan processing and closing policies, procedures, documents, underwriting requirements and lending guidelines, governmental and agency requirements, terminology, and automated processing systems.
• Able to Organize and review loan documentation
• Strong written and verbal English proficiency
• Willing to undergo further training where needed
• Well-developed ability to manage multiple tasks/projects and deadlines simultaneously
• Candidates with strong end-to-end parabroking experience will be a great advantage.
• Candidates with Certificate IV in Financial Services and Mortgage Broking (from an Australian Institution) is an advantage

WHAT WE OFFER

• Dayshift with Sat-Sun off – more time to spend with the family
• Leave accrual upon hiring
• HMO for principal + 1 dependent
• Specific client-initiated benefits
• Company-wide engagement activities
• A company that values its employees
• Career planning and development opportunities