New to Industry Brokers and Loans Processor AU Mortgage

Company Description

TransformBiz is a consulting firm specialising in accounting, mortgage solutions, financial advisory, and technology services, offering a comprehensive suite of customised solutions. With extensive industry expertise, we empower families and businesses to achieve their financial and strategic goals. By optimising investment strategies, securing mortgages, and offering innovative technology solutions for growth, we provide a trusted partnership in navigating key financial decisions. Our commitment to excellence, integrity, and personalised service defines our approach, ensuring clients receive the support needed to thrive. Visit us at www.transformbiz.com.au or contact us at vineet@transformbiz.com.au.

Role Description

This is a full-time remote opportunity for New to Industry Brokers and Loans Processors in the Australian mortgage sector. In this role, you will assist in loan processing, customer support, and liaise with clients and lenders to ensure seamless transactions. Key responsibilities include managing loan applications, conducting assessments, collating client documentation, and following up with stakeholders to ensure timelines are met. You will also assist with compliance, manage customer engagement, and support loan settlement procedures.

Qualifications

• Strong organizational, time management, and attention-to-detail skills
• Ability to navigate loan applications, processes, and compliance guidelines
• Effective communication, interpersonal, and customer service skills
• Proficiency in using technology and loan management systems
• Collaboration, problem-solving, and multitasking capabilities
• A willingness to learn, grow, and adapt in a fast-paced remote working environment
• Previous knowledge or experience in finance, banking, or mortgage industries is advantageous but not required
• Relevant professional certifications or coursework in finance or related fields is desirable