Intellectual Samurai Hiring for Finance Admin / Loan Processor – Residential & Business / Commercial Job at Dhanbād

Intellectual Samurai

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Prism Aus Pty Ltd. T/A Prism Finance is looking to employ on an ongoing basis, a reliable Finance Admin / Loan Processor, preferably with at least 1-2 years of experience in the mortgage industry, mainly residential & preferably in commercial lending as well

Key Responsibilities

  • Analysis, appraisal and evaluation of loan applicants

***No marketing or cold calling or interviewing clients involved***

Skills and Attributes

  • Comprehension of direct/indirect lending procedures
  • Balance between customer satisfaction orientation and a results-driven approach
  • Preferable prior working experience in a loan processor role
  • Good knowledge of banking computer software and MS Office
  • Previous experience with Salestrekker Business CRM tool would be ideal
  • Ability to work both under instruction as well as independently

Detailed Task Overview

  • Once provided with the info/docs received from my clients, naming the received files as per mutually agreeable naming convention.
  • Creating a list of any o/s info/docs to be sourced from clients for application to be lodged.
  • Creating a property profile for their existing property to generate the basis of projecting their current estimated market value for requested equity release.
  • Working out serviceability calculator for various lenders.
  • Entering data in Salestrekker and migrating it to ApplyOnline to be lodged.
  • Completing compliance docs in Salestrekker & taking out the pdf versions of the same in the clients’ folder.
  • Keeping a track of the Status of the file & keeping the team leader in the loop with respect to that.
  • Responding to elementary exceptions raised by the respective assessor while reverting to team leader only for involved credit-related exceptions.
  • Lodging valuation request once client finalises the property & providing back to the lender once completed.
  • Lodging a pricing request with an existing lender to keep the clients at par with the best possible current market interest rate.
  • Co-ordinating with Real estate agent & Solicitor/conveyancer in terms of requested info/docs.
  • Responding to clients for any discrepancies in final disbursement figures, not covered by Solicitor/Conveyancer.

Job Type: Full-time

Salary: ₹23,000.00 – ₹25,000.00 per month

Schedule:

  • Monday to Friday

COVID-19 considerations:
Not Required due to ongoing work from Home proposition

Application Deadline: 26/10/2022
Expected Start Date: 01/11/2022

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