Loan Associate

Direct message the job poster from Freedom Property Investors

Certified LinkedIn Recruiter | Bringing Companies Together to Discover Incredible Talent | Assisting gifted and driven individuals in discovering…

• Base range: 55,000 - 60,000 Php per Month (based on experience)
• Full-time remote
• 28 days of Paid leave in a year
• Annual Performance Bonus
• HMO
• Comfortable working on Zoom the whole shift

Note: Please ensure you meet the essential requirements before applying. About the role The Senior Loan Associate plays a crucial role in the loan application process, ensuring accuracy, efficiency, and timely completion. This role involves handling complex loan applications, including SMSF loans, from initial data gathering through to settlement handover. The ideal candidate is highly organized, detail-oriented, and possesses excellent communication skills, both written and verbal. They must be comfortable working in a fast-paced environment and be able to manage multiple priorities effectively. Minimum Requirements:

• 5+ years of experience in loan processing, preferably with experience in handling complex loan applications and SMSF loans.
• Strong understanding of the loan application process and relevant regulations.
• Proficiency in using loan processing software (e.g., Infinity, Hotspot) and online application platforms (e.g., AOL).
• Experience handling real estate transactions, processing, and ordering property valuations.
• Proven ability to effectively communicate and follow up with lenders to ensure smooth loan approvals.
• Skilled in promptly identifying and resolving missing information requests.
• Strong ability to address and resolve missing information requests (MIRs).
• Familiarity with servicing options and service calculators related to real estate transactions.
• Knowledge of pricing and valuation tools used in the real estate industry.
• Experience conducting credit checks or working with Equifax reports.

Primary Responsibilities:

• Data Gathering and Entry:
• Collect and meticulously input data for complex loan applications, including SMSF loans.
• Review and organize submitted documents.
• Regularly update information in the Hotspot system.
• Verify and complete member details within the Infinity system.
• Proactively follow up and obtain missing or incomplete documents.
• Securely save and manage all relevant documents on Google Drive (Commencement).

• Application Completion:
• Accurately complete the Statement of Advice (SOCA) and Application Online (AOL) forms.
• Ensure consistency and accuracy of data between the Infinity system and AOL (Handover).

• Application Submission:
• Submit loan application forms via AOL, obtaining necessary broker consent.

• Addressing MIRs (Missing Information Requests):
• Assist brokers in promptly addressing MIRs from lenders.
• Verify information with lenders and diligently pursue outstanding documents.

• Settlement Handover:
• Ensure all necessary information and documentation are handed over to the settlements team upon formal loan approval.

• Valuation and Pricing:
• Initiate requests for property valuations and loan pricing.

Technical Requirements:

• Windows 11 operating system or MacOS 13+
• 256GB Storage space - minimum
• 8GB RAM - minimum
• Dual Core CPU - minimum
• Camera: HD Webcam (720p)
• Heads net Speed: 50 Mbps - minimum

The Company: Freedom Property Investors is the largest and number one property investment company in Australia, with its main offices in the Sydney and Melbourne CBDs. We were awarded the 3rd fastest-growing business in Australia across all industries according to the Australian Financial Review. We are privileged to have 25+ years of combined experience between our two founders, who served over 10,000 valued members and over 300 full-time staff spread across Australia and growing. We pride ourselves on being the industry leaders. It is our mission to serve our valued members, earning over 1,800 positive Google reviews and a 4.8 Star rating, this is unheard of in our industry. We are in need of people who share the same values as we do. This opportunity is open to all driven individuals who are committed to helping people and earning life-changing income. Join Australia’s largest and number 1 property investment team and contribute to our mission to help Australians achieve their goals of financial freedom every day. Apply now!!!

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Administrative and Customer Service #J-18808-Ljbffr