Loan Processor / Loan Writer

Responsibilities:

• Completing file management for multiple loan applications.
• Liaise directly with clients ensuring a high degree of customer service.
• Liaising with Brokers to clarify scenarios to provide the best outcome for the clients.
• Cross-referencing lender policy to find solutions.
• Conducting serviceability assessments with lenders.
• Entering and maintaining customer data including maintaining data management systems (e.g., accurately entering client information, electronic filing documentation).
• Ordering valuations followed by conducting pricing requests.
• Reviewing each loan to verify that all documentation is available, accurate, and completed, prior to underwriting and preparing submissions to lenders.
• Liaising with lenders during the assessment process.
• Communicating with clients, lender partners and business contacts (e.g., Solicitors, real estate agents, accountants).
• Ongoing loan management from application through to settlement an escalation when required.
• Ensuring the accurate and efficient lodgement of loan applications.
• Ensuring all compliance procedures are followed.
• Assistance with booking and finalising settlement.
• Conducting follow ups post settlement.