Mortgage Triage Officer

Location Parramatta, New South Wales
Discipline Finance
Job reference 106995
Salary AU$36 - AU$38 per hour

Our client is one of Australia's oldest bank and company providing banking and financial services globally, currently seeking Mortgage Settlement Officer for an initial contract engagement.

Job Location: Sydney - Paramatta

Contract: 12 months with high possibility of extensions

Mortgages & 3rd party broker proposition is a key contributor to our client's retail banking division

The role is responsible for validating mortgage application completion prior to credit assessment to ensure a smooth and efficient decision process. Coupled with providing an outstanding customer experience to both the broker and proprietary base - supporting and assisting Relationship Managers/Brokers with home loan applications.

Responsibilities:

  • Validation of all incoming home loan applications and supporting documents (pre-credit assessment)
  • Complete customer pre-screening checks for broker introduced customers to ensure all required KYC, ID/V & support docs have been completed correctly prior to formal credit assessment
  • Meet broker, proprietary and customer expectations in terms of efficiency, accuracy, timeliness, professionalism, and warmth
  • Managing and resolving any broker & proprietary enquiries on pending home loan applications and meeting requests within set service legal agreements (SLAs)
  • Maintain an understanding of Client's mortgage products and services
  • Validating home loan applications (pre-credit assessment)
  • Managing broker enquires over the phones or email
  • Liaise with Underwriting Services, Brokers & Proprietary, DocuPREP & settlement agent (FMS)

Requirements:

  • High attention to detail with strong focus on quality
  • Ability to work autonomously & within fast past team environment
  • Ideally have mortgage experience & understanding of loan process
  • Strong written & verbal communication skills
  • Problem solving aptitude

If you meet the above criteria, please click "apply now". Please note that only shortlisted candidate will be contacted for a confidential discussion.

Punam Ahluwalia

Technology & Digital
Key Accounts Consultant
Let's Connect
https://www.linkedin.com/in/punam-a-bb1a4212/
+ 61 3 8633 4112

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State: QLD, licensee/s Manpower Services (Australia) Pty Ltd, LHL-02026-D5L4Q. State: QLD, licensee/s Greythorn Pty Ltd, LHL-02014-Y5F6D. State: SA, licensee/s Manpower Services (Australia) Pty Ltd, LHS 288856