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