Loan Processor - St Kilda, Australia - Transcend Financial Solutions

Description

About Us
Transcend Financial is a national retail mortgage broking firm.

We have been providing home loan solutions to thousands of Australians since 2017 and pride ourselves with highest level of quality service and industry leading results, tailored to each of our client's needs and best interest.

Our company has a fast-paced, young and fun environment with a clear emphasis on client relationships and internal progression.


About the role

We are looking for a switched-on and ambitious Loan Processor/Client Relationship Manager to join the team of three mortgage brokers in our Melbourne office.

You will be an excellent communicator with proven experience in the finance industry and a willingness to learn.


Duties

• Provide ongoing administrative support to the Finance Brokers
• Follow up lodgements, process discharges and organise settlements
• Maintain client files in CRM/Database
• Assist with servicing calculations and lender recommendations
• Work with the Mortgage Broker to develop and present loan scenarios for clients
• Support our brokers with adhering to compliance & NCCP requirements
• Liaising with third party channel (solicitors, conveyancers, real estate managers, accountants, and financial planners)

Skills & Experience

• 2 or more years of experience in a similar role
• High level of communication skills and attention to detail
• Ability to review and interpret income documentation to assess client serviceability
• Knowledge & experience with FLEX & ApplyOnline
• Cert IV in Finance and Mortgage Broking (not essential)

Benefits

• Clear, accelerated professional growth with professional development and external training
• WFH flexibilities (once established in the role)
• Flexible working hours for great work/life balance
• Performance bonuses

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To apply:_

Please include a cover letter, current curriculum vitae and include the name and contact details of three current professional referees.

All new employees are required to provide a satisfactory National Criminal History Record (Police Check) prior to commencement.


Salary:
$50, $60,000.00 per year


Benefits:

• Professional development assistance
• Work from home

Schedule:

• 8 hour shift

Supplemental pay types:

• Commission

Ability to commute/relocate:

• Perth, WA: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

• Australia (required)