An exciting opportunity has arisen for a Loan Processor to join our Wealth Management team at Accru Melbourne. A Loan processor is responsible for supporting Mortgage brokers in the delivery of services to clients.
Responsibilities
Packaging and lodging predominantly residential purchase and refinance loan applications as well as a limited number of commercial and car loan applications
Accurately entering data, checking documents, and managing the database
Participating in ongoing client contact (including annual reviews for all existing clients)
Cross-referencing information from multiple sources
Checking bank policy and carrying out servicing calculations
Communicating regularly with customers and key stakeholders through the loan process on the phone and email
Post settlement duties including follow-up, compliance checks, client review preparation, loan pricing, and variations
Responding to deadlines delegated by senior team members
Discussing delays with senior team members as soon as they become apparent
Producing high quality documents that are accurate across spelling, grammar, formatting and data through careful review of one’s own work
Qualifications
At least 1-2 years of experience in the banking & finance industry
Intermediate skill level using Microsoft Office software including Word, Excel and Outlook
Preferred experience with Mortgage broking software Mercury and AOL
Preferred experience working with Australian clients (not required)
Must have excellent verbal and written English communication skills
Demonstrate commitment in upholding core values and behavioral standards
Excellent customer service, problem solving and analytical skills
Ability to be flexible, adaptable and work in fast-paced environment
Strong command of the English language, both oral and written
Unlock Global Potential with HGS
We are HGS Offshore Staffing Solutions, a premier global partner in building offshore teams in the Philippines, with over 1,500 professionals across Metro Manila and Cebu.
Our goal is to ignite global potential by connecting exceptional talent with companies worldwide. We are committed to propelling your career forward by providing opportunities for growth, where your expertise can flourish in any field. Here, you'll have access to global industries, continuous training opportunities, and a culture where your voice always matters.
At HGS, we go beyond recruiting talented individuals, we cultivate a vibrant community. You'll be able to grow alongside your peers through professional development opportunities at your fingertips and connect with teammates during exciting company events. Our monthly huddles keep you connected with your team and colleagues. We also foster a dynamic community with our charity initiatives, reminding us that our careers can make a real difference. Whether you work remotely or side-by-side, you are always part of the team at HGS.