Responsibilities :

• Data entry of loan application information into lender platforms
• Assist with processing & tracking home loans from pre-submission through to post-settlement
• Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence, and present the recommendations to the Broker
• Liaise with customers to request supporting documentation and update them on the progress of their application
• Form relationships and communicate with (mostly Australian) customers, lenders, referrers, and other business agents
• Keep active notes and manage applications in a dedicated Customer Relation Management (CRM) platform
• Assist in ensuring compliance processes are followed and maintained
• Provide exceptional customer service
• Contribute to the development of client education events and resources, where required.

Source : Merojob

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