Virtual Assistant for a Mortgage Broker

We are looking to hire an assistant for a mortgage broker for an immediate opening. Working hours are in AUS (AEDT – GMT+11).

Non Negotiable Requirements:

– Proficiency in English, both written and verbal
– Willingness to learn and accept challenges
-Internet reliability and back up (need to be online)
– Need to be trustworthy and offer care, knowledge and efficiency
– Skillset – AOL (ApplyOnline)
– You are a problem solver and adaptable to change

INSTRUCTIONS:

Please review the job requirements below.
Serious applicants only.
Send your resume and a 2 minute video on why you are qualified for this position.

Initial Data Entry and Client Engagement
? Send privacy & document collection request
? Credit checks via Equifax – scan for adverse or anomalies (need to configure access)

Pick Anomalies or Document Verification
? Download files from collection systems & apply naming convention to each file
? Scan for validity of each file – date range, expiry date, clarity/legibility
? Data entry to Customer Relationship Management Tools
? Cross check Veda report liabilities to Vownet and input
? Generate SOCA (compliance docs) for Broker or Associate to check
? Push data into AOL and remedy all or most red crosses
? Send SOCA and lender (if applicable) to client via DocuSign or relevant tools
? Upload supporting docs to AOL
? iLovePDF to merge/separate/compress
? Complete Lender calcs but Broker to confirm figures
? Brokerpedia and Lender policies

Pre-lodgment duties
? Lender Pricing Tools
? Order valuations
? Lender Servicing calc
? Broker notes – brief only, Broker or Associate to complete

Serviceability
? Quickli servicing
Refinance plus cashout
Purchases
Self Employed
Complex Transactions or multiple Properties

Completing missing information
? During the interview
o Complete BID questions from Broker form
o Complete missing A&L
o Complete missing info in CRM/AOL
? residential & employment history (dates)
? Liabilities – interest rates, repayments, IO or P&I, asset linked to, etc
? Number of dependents and ages
? Check SOCA and recommend amendment(s) as necessary

Post Lodgement
? Checking and Updating on application status
? Attending to missing information & conditionals
? Progressing deals to settlement – followup & escalations
? Completing Discharge forms when deal is formal
? Dealing with Solicitors/Lenders/Settlements Team

Database maintenance
Update loan amount on CRM and other checks?
Followup – Customer Rating systems
Referral Partner setup
Active Pipe or something similar

Soft Skills
Remove low value activities from your day
Allow you more time for your higher-value activities
Finding & nurturing new clients – Cross sells
Who’s who in the zoo? i.e. BDMs & contact details
Communication Style with client