Main Responsibilities:
Pre-Settlement:
• Ensure that all aspects of loan settlements are completed in an accurate and timely manner
• Ensure that queries from brokers/partners are answered appropriately and accurately
• Update relevant systems in time to maintain data consistency
• Following up the case from formal approval until settlement
• Ensuring the OFI is ready for settlement (Refinance Only)
• Loan docs checking when issued
• Following up settlement conditions if applicable
• Advise the customer about the funds to complete prior to the settlement
• Liaise with all parties to ensure that the file is ready for settlement and advise the customer once the settlement is booked.
• Email notification to the customer about the settlement
• Send the breakdown details to the customer
• Complete the settlement checklist in our system
Post-Settlement:
• Setting-up Post Settlement Action Plan
• Supporting clients on loan maintenance service
• Follows up with clients every 6 months
• Loan change request
• Cash rebates apply and confirm
• Birthday review and annual review (Fixed rate expiry follow up)
• Construction Progress Drawdown:
1. Construction document checklist collection and follow up,
2. Commencement letters follow up and send to the builder/customer,
3. Construction tracking until construction completion
SELECTION CRITERIA
Candidate must possess at least a Bachelor’s Degree in any field
At least 1 year of working experience in the financial industry is required for this position
At least 2 years minimum Australian mortgage experience is required
Excellent verbal and written English communication skills
Ability to adapt to a fast-paced environment
A positive disposition and can-do attitude
Keen attention to details
Ability to work well within a team environment
To apply:
Attach a link to your resume and an audio recording answering the following questions below:
1. Will you be able to work full-time?
2. When could you start?
3. Are you capable of working from home?
4. What is your salary expectation?
5. Could you briefly introduce yourself and highlight your relevant experience?
APPLY FOR THIS JOB:
Company: HiEnd Accents
Name: Oscar Zhuo
Email: