Loan Administrator
I
Intogreat Solutions PhilippinesMortgage Processing
United StatesFull-TimeMiddle
SalaryAUD 30000 - 30000 / year
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Job Details
- Experience
- At least 1 year
- Required Skills
- Microsoft ExcelComplianceCRM
Requirements
- Bachelor’s degree.
- At least 1 year of experience in the mortgage industry on the broker side.
- Working knowledge of Microsoft Word, Excel, and Outlook.
- Experience using LMG software.
- Ability to manage compliance checklists and maintain standard file orders.
- Proficiency in monitoring loan application status and updating records.
- Capability to provide coverage for onshore teams during peak periods.
Responsibilities
- Request and manage supporting documents using HelloPack and FileInvite.
- Create applications in the aggregator CRM and maintain accurate records.
- Prepare and print lender application forms via ApplyOnline for client signatures.
- Verify application files meet minimum lodgment and compliance requirements.
- Assist mortgage brokers with appointment preparation and administrative tasks.
- Communicate with clients, solicitors, and stakeholders to collect documentation.
- Order pricing, credit reports, and property valuations.
- Monitor application status from lodgment to formal approval and settlement.
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