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Mô tả công việc
Our mortgage broking network is seeking a Finance Supporter assistant with strong Finance experience or Accountant experience and great English to help our broker with processes loan applications, customer servicing collecting loan documents and liaising with lenders via phone calls and email.
Your Responsibilities
. Prepare loan applications and Data entry, ensuring accuracy and compliance with regulatory requirements
. Work alongside Mortgage Broker to process loan application and submit Apply Online, lodge application to lender recommended by Mortgage Broker
. Collect supporting documents, ensure bank statements are in correct dates, and submit loan applications while ensuring the completeness and accuracy of supporting documents
. Efficiently manage client data within CRM systems, navigating the loan portal 'Apply Online' for application submissions.
. Verify documentation for accuracy, validity, and compliance with policies and legislation, ensuring thorough understanding of loan products and policies
. Interact with customers to obtain all required deal information.
. Action missing information and conditional approval lender requests.
. Communicating with customers, Buyers Agents and Conveyancers to update them on the status of applications up until Settlement.
. Perform basic income calculations, assist with loan sign-ups, conduct initial borrower appraisals, and prepare annual review meetings for clients
. Provide exceptional service, verify supporting loan documentation, follow up on incomplete documentation, and maintain regular client communication.
. Manage the client experience from application to settlement.
. Develop a thorough understanding of loan products and policies
Your Responsibilities
. Prepare loan applications and Data entry, ensuring accuracy and compliance with regulatory requirements
. Work alongside Mortgage Broker to process loan application and submit Apply Online, lodge application to lender recommended by Mortgage Broker
. Collect supporting documents, ensure bank statements are in correct dates, and submit loan applications while ensuring the completeness and accuracy of supporting documents
. Efficiently manage client data within CRM systems, navigating the loan portal 'Apply Online' for application submissions.
. Verify documentation for accuracy, validity, and compliance with policies and legislation, ensuring thorough understanding of loan products and policies
. Interact with customers to obtain all required deal information.
. Action missing information and conditional approval lender requests.
. Communicating with customers, Buyers Agents and Conveyancers to update them on the status of applications up until Settlement.
. Perform basic income calculations, assist with loan sign-ups, conduct initial borrower appraisals, and prepare annual review meetings for clients
. Provide exceptional service, verify supporting loan documentation, follow up on incomplete documentation, and maintain regular client communication.
. Manage the client experience from application to settlement.
. Develop a thorough understanding of loan products and policies
Yêu cầu
To succeed in this role, you must have:
. Excellent English skill verbal, written, and interpersonal communication skills Is a MUST
. Excellent attention to detail is a MUST.
. A finance background or accountant background is preferred.
. A genuine interest in people with a desire to learn and build effective relationships with clients and colleagues
. Efficient, self-motivated individual with positive energy
. The drive to work in a fast-paced successful environment.
. Problem-solving skills with the capability to meet deadlines
. Strong organizational skills
. Excellent English skill verbal, written, and interpersonal communication skills Is a MUST
. Excellent attention to detail is a MUST.
. A finance background or accountant background is preferred.
. A genuine interest in people with a desire to learn and build effective relationships with clients and colleagues
. Efficient, self-motivated individual with positive energy
. The drive to work in a fast-paced successful environment.
. Problem-solving skills with the capability to meet deadlines
. Strong organizational skills
Quyền lợi
Thưởng
Salary month 13th
Chăm sóc sức khoẻ
Annual Healthcare check
Máy tính xách tay
Provide laptop to work
Salary month 13th
Chăm sóc sức khoẻ
Annual Healthcare check
Máy tính xách tay
Provide laptop to work
Thông tin khác
NGÀY ĐĂNG
16/05/2024
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Kế Toán/Kiểm Toán > Kế Toán Tài Chính
KỸ NĂNG
English Speaking, English
LĨNH VỰC
Tài Chính
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
Không yêu cầu
QUỐC TỊCH
Không hiển thị
Xem thêm
16/05/2024
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Kế Toán/Kiểm Toán > Kế Toán Tài Chính
KỸ NĂNG
English Speaking, English
LĨNH VỰC
Tài Chính
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
Không yêu cầu
QUỐC TỊCH
Không hiển thị
Xem thêm
Thông tin chung
- Ngày hết hạn: 16/06/2024
- Thu nhập: Thỏa thuận
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