Loan Interviewers and Clerks

Job Description

We are seeking enthusiastic Loan Interviewers and Clerks to provide essential support to our mortgage loan officers. This role involves reviewing loan applications and interacting with clients to facilitate the mortgage process effectively.

Responsibilities

• Coordinate with underwriters to expedite the loan approval process.
• Provide exceptional customer service through effective communication and follow-up.
• Conduct thorough file reviews while ensuring compliance with lending policies.
• Assist in maintaining the department's workflow and administration.
• Contribute to team meetings and suggest process improvements.

Requirements

Education

• Certificate IV in Mortgage and Finance Broking or equivalent.
• Bachelor's degree in Finance or Economics preferred.

Experience

• 1-2 years of experience in customer service or a financial role.

Technical Skills

• Loan Processing Tools
• Data Entry

Soft Skills

• Teamwork
• Organizational Skills

Certifications

• Current license as a Mortgage Broker or Loan Officer.
• Certificate IV in Mortgage and Finance Broking.

Languages

• English: Fluent

Advantageous

• Experience in marketing/sales related to mortgages.: Ability to attract and engage potential clients effectively.
• Proficiency in CRM software.: Useful for managing client relationships and follow-ups.

Benefits

• Attractive remuneration and bonuses based on performance.
• Support for further education and certifications.
• Regular team-building activities and social events.
• Employee assistance programs.

Company Culture

• Inclusivity: We value diversity and encourage applications from individuals of all backgrounds.
• Innovation: We are dedicated to fostering an environment where fresh ideas are welcomed and explored.
• Client-Centric Approach: Our clients remain at the heart of everything we do, and we tailor our services to meet their needs.