Credit Analyst

. On a day-to-day basis, your specific duties will include, but not be limited to Data entry and completing Apply Online applications

· Collecting and preparing financial information from clients

· Ordering valuations, pricing and preparing as part of lodging client’s application

· Collating and storing client files

· Communicating with lender partners

· Providing updates of milestones to clients

· Assisting with credit solutions and assessing living expenses

· General broker assisting duties

· Assisting broker with packaging and lodging loan applications

· Managing the loan process

· Drafting and managing internal and external communications

· Assessment of the borrower's circumstances (Mortgage/Loan fact find forms interview) and affordability (verified by income documentation).

Gathering all the necessary documents required to assess home loan (Paystubs/ Payslip, Bank Statement etc)

· Completing a lender application form or Need Analysis form

· Submitting all documents to the lender.

· Corresponding with applicants for necessary documents request

· Keep up to date on the loan policies as well as regulatory requirements.

· Maintain a Record of all home loan application

· Client File Management, Compliance documentation, and daily office operation & admin covering tasks you normally expect in such a role – Data entry, Phone work, process improvement.

· Primary focuses Preparation of Home loan applications.

· Support with Correspondence, and client communication.

· Attention to detail is important and supported by a strong work ethic the basis for success in this role

. Follow the process of lending and reporting