Loan Processor

Full Time
Clark
Posted 2 months ago

Key Responsibilities:

Fact Find and Data Entry (Salestrekker)

  • Offshore Processor will input data onto Salestrekker
  • Selection of Lender, product, funding worksheet, compliance answers, notes, etc
  • Generates Credit Proposal/ Credit Quote
  • Send Credit proposal to borrower followed by an email stating credit proposal has been sent.
  • Once borrower has returned signed credit proposal push application onto apply online

Lodgment (Apply Online)

  • Offshore Processor inputs data into Apply online and upload supporting documents
  • Submit application into Apply online

 Monitoring and Additional responsibilities

  • Monitors compliance and controls all applications in progress, acts where progress is required
  • Ensures smooth calendar management, interacts with both internal staff and external clients
  • Responds timely to all incoming and outgoing communications, including electronic email
  • Renders general assistance, handles queries and valuation request

Minimum Requirements

•   Able to interact in a fast paced, proactive financial institution based in Australia

•   Attention to details and accuracy in data entry of information

•   A high level of English, both verbal and written

•   Preparedness to undertake Australian skills-based training

•   Competent in all aspects of Microsoft Office, incline to create different business presentations

•   Confidently ask questions, adaptable to new concepts, works independently and offers initiatives to improve processes

•   Strong time management skills and able to work within set timeframes

•   Accounting or finance background is an advantage but not required

Apply Online

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