Job Description
Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT)
What will you do?
The purpose of a General Virtual Assistant / Loan Processor is to assist Australian mortgage brokers with administrative tasks to process and track loan applications.
- Document management (collecting, renaming, organising, following up sensitive supporting documentation)
- NCCP Compliance checks
- Data entry of client information to MyCRM (CRM system)
- Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
- Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate.
- Pricing requests across multiple lenders, for new applications and settled loans.
- Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission.
- Ensuri...
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