Summary
Oxcel Finance operates from Melbourne, catering Australia wide and Broker Support Officer position is to assist finance broker(s) in documents collection, preparation and submission of loan applications to a variety of lenders. The role will include conducting data entry into specific CRM (Mercury) and lodge into different online portal followed by settlement
Detailed Description
- Must have in-depth knowledge and understanding mortgage process (Initial Processing – Settlement)
- Timely and accurate input of customer application from various Client Fact Finds into multiple systems
- Indexing and organising supporting documents and identifying gaps
- Packaging (with the preparation of various documents such as a statement of advice or SOCA, NCCP documents – Credit Guide, and all other pertinent paper works as required) and submission of customer application to the lender. This includes interpreting lender credit requirements to ensure the appropriate supporting documents are held and provided to the lender Supporting documents must also be scanned into broker software
- Follow up with Lenders to ensure the file progresses in a timely manner
- Good understanding of Serviceability Calculators
- Customer follow-up for any outstanding documents
- Monitor applications daily and report on progress
- Send supporting documents and email pack to the lender after lodgement
Knowledge, skills-set, and experience required
- Solid experience of not less than 2 years with lending/mortgage company
- Strong background in the use of specific identified CRM i.e. Mercury or Salestrekker or similar
- Excellent working knowledge of mortgage originations; specifically, mortgage operations.
- Thorough knowledge of loan processing and closing policies, procedures, documents, underwriting requirements and lending guidelines, governmental and agency requirements, terminology, and automated processing systems.
- Able to Organize and review loan documentation
- Willing to undergo further training where needed
- Well-developed ability to manage multiple tasks/projects and deadlines simultaneously
- Candidates with strong end-to-end Parabroking experience will be a great advantage.
- Candidates with Certificate IV in Financial Services and Mortgage Broking is an advantage
- Must work from Docklands office and willing to take & make phone calls
What We Offer
- After probationary period, commissions on each settlements
- Yearly salary increments
- Company-wide monthly engagement activities
- Be part of a company that values its employees
In your application, please address the following questions
- Which statement best describes your right to work in Australia?
- How many years' experience do you have as a Broker Support Officer?
- Which Customer Relationship Management (CRM) systems do you have experience using?
