Experience

Australian Secure Capital Fund Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Loan Settlement Officer

  • Sep 2018 - Present

  Assisting in the end to end loan settlement process, ensuring all incoming loans are processed accurately and according to compliance. Key Responsibilities: - Preparing loan documentation for settlement - Managing inbound and outbound inquiries from customers and stakeholders - Managing settlement turn around - Maintaining 100% adherence to legislation - Providing service within SLA's Assisting in the end to end loan settlement process, ensuring all incoming loans are processed accurately and according to compliance. Key Responsibilities: - Preparing loan documentation for settlement - Managing inbound and outbound inquiries from customers and stakeholders - Managing settlement turn around - Maintaining 100% adherence to legislation - Providing service within SLA's



Loan Market

• Australia
• Financial Services
• 1 - 100 Employee

• Business Support Officer

  • Sep 2016 - Apr 2017

  Responsibilities: - Manage and respond to daily emails received through shared team mailboxes - Work with the state teams and broker network to prepare Ray White & third party referral agreements - Follow up the third party referral agreements on weekly basis - Maintain broker and referral relationships within our CRM and broker software - Create profiles for transitioning brokers and new referral partners in our customer relationship management - Support the Agreements Administrator with the creation of Franchise documentation and record accordingly - Work with the National Onboarding and Agreements Manager and the Agreements Team to continually improve and develop our processes to ensure we are following the best practice Show less



Financier Australia

• Financial Services

• Mortgage Loan Processor

  • Jul 2015 - Jul 2016

  Responsibilities: - Supporting brokers and lending managers taking the applications from fact find through to settlement (ongoing loan monitoring) - Dealing with all of the major lenders and non bank lenders covering most residential loans - Deal with the clients directly, banks' BDM's and credit teams - Pre-­qualify clients using lender serviceability - Preparing and issuing pre­‐assessment information packs - Prepare lender serviceability calculations - Coordinate the gathering of supporting evidence - Prepare residential loans for submission, including NCCP documents and all supporting documents - Track the status of loan applications from initial enquiry to settlement - Use the appropriate Lenders help line or contact details for matters relating to applications - Maintenance of loan application through the Podium software - Liaise with customer and third parties throughout loan application process Show less


HappyLink Express
• Logistics Officer

  • Dec 2013 - Jan 2015