Minimum 2 years of work experience in end-to-end processing and administration of loans with Australian Mortgage Broking.
Experience in using AFG FLEX, Broker engine, Quickli, Mercury Nexus, Podium, or other AU mortgage CRM.
Experience with complex finance calculations, document / application preparation, and knowledge of credit.
Understanding how to read financial documents and consider appropriate structuring options will be highly regarded.
Experience with Apply Online (NextGen), Broker Engine, and other mortgage broking tool.
What will you do
Working on end-to-end loan application processing.
Able to evaluate the client's serviceability and borrowing capacity.
Research, structure, lodge, and manage finance applications through to settlement.
Evaluate clients' financial position, borrowing capacity, and servicing.
Lender and policy analysis and negotiations to meet client outcomes.
Interpret complex financial documents for self-employed and entity structure clients and determine loan structures to achieve client outcomes.
Finance application compilation : work with clients and the loan administration team to complete living expenses analysis, supporting document collation, application preparation, and lodgement.
Work closely managing the broker and onshore team.
Liaise with clients throughout the loan application process on behalf of the broker.
Liaise with lenders and their business development managers throughout the application process, where required.
Skills Required
podium , Nexus, Mercury
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Support Experience • Noida, India
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