Senior Mortgage Broker Support
Core
Deliver high-quality finance applications and support all stages of the loan process from enquiry to post-settlement for IFA clients.
Role type
Senior Broker Support Assistant
Builds
Finance applications and loan settlements
Domain
Financial services / Mortgage broking
Required skills
Data entry, Application management, Document handling, Compliance management, Settlement coordination, Client liaison, Issue resolution, Construction loan management, Microsoft Office proficiency, Process improvement
Preferred skills
Mortgage broking experience, Financial services experience
Responsibilities
Perform data entry and application management using platforms such as Flex, Broker Engine, and Apply Online; Managing MIRs, valuations, pricing requests, credit reports, and conditional/unconditional approvals; Processing formal loan documentation, including Letters of Offer, Mortgage Documents, and Disbursement Forms; Coordinating settlements with clients, lenders, solicitors, conveyancers, builders, and land agents; Liaising with client solicitors to confirm documents are signed and returned; Ensuring client contribution funds are confirmed and available prior to settlement; Identifying and resolving potential issues that may delay approval or settlement; Managing construction loan progress payments with clients and builders; Support and guide clients through each phase of the loan process to ensure a smooth experience; Suggest improvements to processes that enhance efficiency and service quality; Provide administrative support to the General Manager and complete any additional duties as reasonably required.