Company

Level Up LoansSee more

addressAddressFrankston, VIC
type Form of workFull time
salary Salary$60,000 - $75,000 a year
CategoryAccounting & Finance

Job description

About you:
Qualifications & Experience:
  • Experience in loan processing or a similar role, preferably 2+ years within mortgage broking.
  • Thorough knowledge of loan products, regulatory compliance, and documentation.
  • Excellent written, communication and telephone skills are essential.
  • A detail-focused approach, commitment to accuracy and problem solving.
  • Capable of performing well in a dynamic, fast-paced, and deadline-oriented environment.
  • A Certificate IV & Diploma in Finance & Mortgage Broking is desirable.
  • Experience with ApplyOnline, MyCRM, and FileInvite will be highly regarded.
  • Experience with property investors & self-employed financials will be highly regarded.
Tasks & Responsibilities:
  • Data entry, process and handle various loan applications with efficiency.
  • Completion of servicing calculations and validating supporting documents.
  • Rigorously check financial documents for precision and regulatory adherence.
  • Work closely & liaise with clients, lenders, and our internal team to facilitate a seamless and prompt loan approval journey.
  • Liaise with third parties, such as solicitors, accountants, conveyancers.
  • Assisting the broker with existing clients' home loan reviews.
  • Stay updated on industry rules and best practices.
  • Deliver outstanding customer service and address general client queries.
  • Positive attitude and a team player.
Benefits:
  • Career progression to a mortgage broker, within a growing brokerage.
  • Ongoing support & mentoring from the head mortgage broker/director.
  • Work-life balance, no expectation to work weekends or extended hours.
  • Regular team catch-ups - coffee, lunches, etc.
  • Bright, energetic office with a fantastic large outdoor space along the river.
  • Hybrid working arrangements available, after initial probation.
  • Collaborate with an experienced, positive, like-minded, and driven team.
  • Company laptop & mobile phone provided.
About us:

Level Up Loans takes pride in being a forward-thinking and solution-oriented mortgage brokerage, based in the idyllic Mornington Peninsula. We are an up-and-coming brokerage, committed to assisting individuals, property investors & self-employed in building their wealth by way of personalised funding solutions. We have a strong focus on professional & exceptional customer service, foster a team-oriented culture, and are currently seeking an experienced Parabroker/Loan Processor to join our team. If you're solution-oriented, passionate, driven to succeed, and all about building long-term relationships with clients, we want to work with you! 

Refer code: 1376788. Level Up Loans - The previous day - 2024-01-29 14:08

Level Up Loans

Frankston, VIC
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