Finmasters Finance & Mortgage Solutions, Australia
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Janakpuri
06 Nov
Finmasters Finance & Mortgage Solutions, Australia
Janakpuri
Position Overview:
The Mortgage Broker Assistant will provide end-to-end administrative and operational support from India to the main Mortgage Broker (Operating from Australia), ensuring a seamless and efficient loan process for clients. The role requires a high level of attention to detail, excellent communication skills, and the ability to manage multiple tasks simultaneously to contribute to a positive client experience and successful loan settlements.
Key Responsibilities:
- Assist in gathering and assessing clients' financial information and supporting documentation.
- Review and verify client information to ensure all necessary documents are accurate and complete.
- Prepare loan applications, proposals, and recommend appropriate loan structures based on client needs and lending policies.
- Submit applications to lenders via relevant platforms and monitor application progress.
- Order property valuations and follow up with lenders and valuers to ensure timely completion.
- Coordinate and request pricing discounts from lenders, negotiating where applicable to obtain the best possible outcome for clients.
- Liaise with banks, solicitors, and clients throughout the loan process to manage correspondence and provide regular updates.
- Track loan applications through to formal approval, settlement, and post-settlement stages.
- Ensure all compliance requirements and file checklists are completed accurately and on time.
- Proactively follow up on outstanding requirements to avoid delays.
- Maintain CRM system and client records with up-to-date and accurate information.
- Assist with general administrative tasks and client service inquiries as required.
Key Skills & Attributes:
- Previous experience in mortgage broking, banking, or finance administration (preferred).
- Robust attention to detail and high level of accuracy.
- Excellent communication and interpersonal skills.
- Ability to manage multiple tasks and work under pressure to meet deadlines.