Virtual Loan/ Mortgage Processor (Full time)

• Full-time, ( 40 hrs a week, Monday-Friday)
• Work schedule- Sydney, Australia timezone ( 7 am to 4 pm)
• Permanent Work-from-home set up ( Remote)
• Must have work experience in Australia's loan and mortgage financing

Be part of a business that makes a difference.

Three Peaks International is a people partner in the areas of outsourcing, recruitment, and migration. We deliver innovative staffing solutions that unleash the true potential in people and organizations. 

Our client is a Sydney-based growing firm whose goal is to guide their clients through the complex and ever-changing landscape of home loans and investment lending to find the right loan for them. They work with families and business owners all over Australia, as well as Australian clients living and working overseas. 

Our client needs 1 full-time Virtual Mortgage / Credit officer who will support their growing team of financial consultants. Knowledge of Australia's loan and mortgage process is a MUST.

Your roles and responsibilities:

- Engage prospective or existing customers to evaluate their finances and advise their viability in obtaining a loan

- Communicate directly with customers requesting supporting documentation and lending needs.

- Communicate verbally and over email with banks and lenders to discuss bank lending policies and status updates for existing applications

- Collate and manage client information in our CRM systems and client databases

- Review client financials and verification documents and input the data into our CRM’s and servicing calculators

- Determine the best financial products available to meet the clients needs

The main qualities for a successful candidate are:

• Must have a working knowledge of Australia’s banking policy and loan procedure.
• Should have a basic understanding of mortgage finance and had direct experience in dealing with primary loan/mortgage applicants
• Proven experience in reading through financial documents and making correct conclusions on the viability of said client to obtain a loan
• Experience in determining client requirements based on their current circumstance and finding the appropriate financial products
• Proven experience in client relationship development, building, and management and able to creatively help find solutions for clients
• Positive attitude and trustworthy
• Excellent numeracy skills
• Qualifications in accounting and finance will be highly favored along with any loan processing experience with a reputable financial institution

On offer for the successful candidate is a competitive compensation package and to work with a team whose goal is to help families gain financial freedom with multiple property portfolios and create real wealth and passive income.

If this is you,

Subject Line: VA-Mortage/ Loan Processor

Only shortlisted applicants will be contacted.