Senior Loan Officer, Mortgage
GoodleapSalary not specified
- Full Time
- Mid-level (3 to 4 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Mortgage BankingIndustries
Requirements
Candidates must possess a Bachelor’s degree in a relevant course and more than 2 years of experience in the Australian mortgage broking industry specializing in AU loan processing, with proficiency in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook. Experience with aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker is required, along with experience using Project/Task Management Tools (e.g., Monday.com, Trello, Airtable etc).
Responsibilities
The Broker Service Specialist will assist Australian mortgage brokers with administrative tasks to prepare, process, and track loan applications, including document management, NCCP Compliance checks, income calculations, lender servicing calculators, data entry into MyCRM and AOL, living expense analysis, generation of application paperwork, ordering valuations, pricing requests, generating credit reports, assisting in mitigating MIRs, Conditional Approvals, and Settlement Conditions, cross-checking approval and settlement documents, and ensuring settlement occurs on time. They will also be responsible for initial exposure to complex loan structures and loan types, joining the team for onsite training, and participating in company-wide events and utilizing available resources.
Skills
Mortgage Broking
Loan Processing
CRM (MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker)
IT Software
Google Workspace
Microsoft Office
Project Management Tools (Monday.com, Trello, Airtable)
Documentation Management
NCCP Compliance
Income Calculation
Data Entry
Valuation Ordering
Credit Report Interpretation
Mitigating MIRs and Conditions
Connectly
AI-powered marketing automation for e-commerce
About Connectly
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.
San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees