Broker Admin Officer - Part Time (AU Financial, WFH)

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Requirements:

• Must have broker support experience preferably in Loan and Mortgage industry
• Will be client facing for calls only.

Responsibilities:

• Exceed client expectations by delivering a seamless loan application experience.
• Collect, organise, and submit loan applications while ensuring the accuracy and completeness of supporting documents.
• Liaise with lenders to facilitate timely assessments and influence processing timelines.
• Act as the main point of contact for clients, providing updates and proactively addressing documentation needs.
• Communicate with professionals such as conveyancers, real estate agents, accountants, and valuers to ensure smooth loan processing.
• Manage client data within CRM systems and navigate the loan portal 'Apply Online' for application submissions.
• Verify documentation for accuracy, validity, and compliance with policies and regulations.
• Conduct basic income calculations, assist with loan sign-ups, and support borrower appraisals.