Loan Support Officer (AU Mortgage, WFH)

Posted 3 days agoViewed

💎 Seniority level: Junior, 1-2 years

📍 Location: Philippines, 06:00 AM - 03:00 PM Manila Time

💸 Salary: 40000.0 - 50000.0 PHP per month

🔍 Industry: Australian lending market

⏳ Experience: 1-2 years

🪄 Skills: Microsoft ExcelAccountingComplianceClient relationship managementData entryData management

At least 1-2 years admin experience in the Australian lending market is an advantage
Knowledge of current Australian lender policies and capacity to stay on top of lender and market policy movements is an advantage.
Familiarity with loan structures, particularly the difference between Asset Finance and Mortgage Finance is highly regarded.
Experience using ApplyOnline, Quickly, Infynity or any other loan application software is preferred
Graduate of any degree

Assist with accurately entering client details into our aggregation software (Infynity) and completing required forms.
Help prepare and organise lenders' document checklists for brokers.
Ensure client documents are correctly labelled and organised.
Follow up with lenders regarding application statuses and timelines.
Keep brokers informed of updates and outstanding requirements.
Complete discharge forms for clients and provide necessary assistance.
Assist with managing settlement bookings and ensuring smooth communication.
Learn to complete compliance tasks using our internal tools (e.g., Infynity).
Keep application statuses updated in our task management system (Pipedrive) and communicate effectively with the team.
Send confirmation letters and provide clients with payment details after settlement.
Support in applying for pricing adjustments for existing clients and communicating updates