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Post Settlement Mortgage Assistant, Part-Time

Job not on LinkedIn

🕒 October 16

🇦🇺 Australia – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

✨ Assistant

Where this job comes from

Posted on Three Peaks International's careers page, not through a job board

First seen by Remote Rocketship October 16

Still open on Three Peaks International's site. Checked 50 minutes ago.

Logo of Three Peaks International

Three Peaks International

1 - 10 employees

Founded 2017

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Three Peaks International is a recruitment and outsourcing agency dedicated to providing tailored staffing solutions for businesses of all sizes. With a focus on permanent, temporary, and short-term recruitment services, they connect organizations with candidates that align with their culture and values. Additionally, Three Peaks offers international recruitment and migration services, assisting both employers and job seekers through the hiring process and visa application journey, making staffing hassle-free.

📋 Description

• Complete pricing requests and negotiate interest rates where required, escalating pricing based on client strengths • Prepare loan switches and variations accurately as instructed by the broker and client • Support client loan reviews • Maintain the client database and broking systems • Manage gift cards and the referral program • Complete cross-training during the lean season • Generate and prepare compliance and application paperwork • Download, rename, organize, and verify supporting documents • Identify gaps in supporting documentation and assessment roadblocks • Transfer information into the Fact Find and Client Assessment • Enter borrower, guarantor, and business information into aggregator software and ApplyOnline • Cross-reference documentation with lender checklists and ApplyOnline • Quality-check work and resolve ApplyOnline validation errors • Merge signed documents and upload the final supporting document pack • Order and follow up property valuations through lender systems such as Valex and CoreLogic • Enter owner, borrower, and property details accurately for valuation requests • Save valuation reports, enter key information into client assessments, and notify the broker • Complete lender application and discharge forms using PDF software • Request credit-check consent via DocuSign and order credit reports • Order company information through ASIC • Support the settlements process • Complete other project work as required by SF Capital

🎯 Requirements

• Part-time position • Reliable laptop or desktop computer, with at least one backup device • Noise-cancelling headset for interviews and client meetings • Stable internet connection (at least 100 mbps) with a backup connection • Ability to complete complex pricing scenarios for loan reviews and origination • Ability to draft recommendations to clients • Ability to email and reply to clients without second checking • Ability to call banks and non-bank lenders to make queries, follow up and escalate statuses • Ability to operate Broker Engine and other tools • Ability to make suggestions to improve processes and client experience

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