Job Description
At The Property Education Company, we are dedicated to supporting Australians through the property buying and finance process, particularly first-home buyers and first-time investors. We pride ourselves on our core values:
We do the RIGHT THING
We are HUMBLE & HUNGRY
We are DRIVEN
We CARE – about each other & our clients
We are FUN
As a Loan Documents & Pricing Specialist, you will play a crucial role in ensuring a seamless experience for our clients from the initial inquiry to the post-settlement process. Your primary responsibility will be to assist clients in gathering necessary documentation and ensuring compliance, all while embodying our values of care and dedication.
Job Title
LOAN DOCUMENTS & PRICING SPECIALIST
Work Schedule
- Day shift
Job Qualifications/Requirements
- Previous experience in loan processing, mortgage lending, or a related financial service role.
- Familiarity with compliance and documentation processes in the finance industry.
- Understanding of loan products, pricing strategies, and property valuation processes.
- Knowledge of relevant regulations and compliance requirements in the finance sector.
- Alignment with the company’s core values: integrity, humility, drive, care for clients, and a sense of fun.
- A proactive and customer-focused attitude, aiming to enhance client experience.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Strong organizational skills and attention to detail.
- Excellent communication skills, both verbal and written.
- Proficiency in using CRM software and document management systems (e.g., Mercury, Google Drive).
- Ability to manage multiple tasks and prioritize effectively.
- Experience with data entry and document management.
- Ability to work collaboratively within a team environment.
- Willingness to learn and adapt to changing processes and technologies.
Job Responsibilities
- Manage the collection of essential documents from clients to ensure compliance and facilitate smooth loan assessments.
- Conduct biannual reviews of existing clients’ loan rates and update property values.
- Clear the documents email daily and ensure all items are correctly filed in Mercury and Google Drive.
- Remove sensitive information from submitted documents and update client records accurately.
- Order property valuations when requested and assist in the pricing of new loan applications.
- Conduct compliance reviews on all files once submitted, ensuring accuracy and completeness.
- Maintain regular communication with clients, ensuring they are informed and supported throughout the process.
- Handle post-settlement tasks, including sending anniversary greetings and updating client information.
Good luck and God Bless!