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Why Join Us?Are you looking for a role that provides opportunities to develop and grow? Take the next step in your career journey with us! We’ll provide you with a professional support structure and benefits to ensure you can thrive.We offer Premium HMO, awesome technology, and above-market remuneration. Our high performers are frequently invited to visit their colleagues internationally for professional development. We’re always searching for great talent to join our team.Responsibilities Maintain clear and effective communication with clients throughout the mortgage application and settlement process. This includes explaining the mortgage terms, conditions, and requirements to clients and addressing any questions or concerns they may have. Review and prepare all necessary documents required for the mortgage settlement, including loan agreements, mortgage contracts, disclosure statements, and any other documentation specific to the mortgage application. Collaborate with various lenders to ensure that the mortgage application is processed smoothly. This involves submitting all necessary documents to the lender and providing any additional information or documentation required for the loan approval process. Verify the client's identity, financial information, and creditworthiness to ensure that they meet the lender's eligibility criteria and that the loan application is accurate. Coordinate the settlement meeting or process, which may involve multiple parties such as the borrower, lender, solicitors, and settlement agents. Ensure that the settlement occurs at an agreed-upon time and location. Oversee the transfer of funds between parties involved in the settlement. This includes disbursing the loan amount to the seller or to cover the purchase price, settlement fees, and other related costs. Ensure that the mortgage settlement process adheres to all relevant Australian laws and regulations governing the mortgage brokering industry and the financial services sector. Maintain accurate records of all transactions and documents related to the mortgage settlement, including submitting the necessary paperwork to relevant authorities for property registration. Address any issues or discrepancies that may arise during the settlement process, such as errors in documentation, disputes between parties, or unexpected delays. Requirements 2 years in Customer Service experience preferably in Broker Loan, Mortgage or Finance. Working with customer relationship management systems Accounts receivable exposure is preferred but not mandatory. Has a basic understanding of AU lending practices is desirable. Strong communication skills, both written and verbal, to interact effectively with clients and stakeholders. Has good understanding of Google workflows, Microsoft Office particularly in Excel. Organize and has an ability to multitask. Shows positivity and resiliency. Benefits Work from Home Set Up Working Hours (Monday to Friday 6:00 AM to 3:00) PH Time HMO process on Day 1 Paid Time-Off Quarterly Sick-Leave conversion Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)
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