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.
Ensuring settlement occurs on time and meets crucial deadlines....
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.
Ensuring settlement occurs on time and meets crucial deadlines....
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