Dedicated and results-driven Australian Mortgage Loan Assistant with a proven track record in assisting brokers. Offering expertise in finding suitable lenders and products, conducting thorough scenario analysis, adhering to lender policies, and ensuring seamless communication throughout the application process. Adept at pre-screening files to ensure compliance with lender checklist and providing end-to-end support to brokers.
Proficient in various CRM like Broker Platform, Mercury, Flex, Salestrekker, and other tools such as ApplyOnline, Loanapps, and portals used for credit checks, valuation, and pricing.
Proficient in various CRM like Broker Platform, Mercury, Flex, Salestrekker, and other tools such as ApplyOnline, Loanapps, and portals used for credit checks, valuation, and pricing.
Skills:
- Proficient in searching for suitable lenders and products tailored to clients' needs.
- Experienced in running scenarios and checking lender policies to ensure optimal loan options.
- Skilled in preparing servicing calculators to assess clients' capacity for mortgage repayments.
- Expertise in structuring and lodging home loan applications, ensuring accuracy and compliance.
- Committed to assisting brokers throughout the end-to-end loan application process, providing exceptional support and service.
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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