AU Mortgage Client Support Officer - WFH

About Us In Intogreat, we value not just your career opportunities with us but we also take pride in our work-life balance culture. We are dedicated to providing the needs of our staff to become productive at work. Here are the reasons why you should join Intogreat: 1. We provide competitive salary package 2. HMO coverage for you and up to 2 free dependents 3. Mental health reimbursement package 4. Paid sick and vacation leave credits 5. Fun and exciting events for our employees 6. Convenient work location that are accessible to the necessities and hangouts 7. We value work-life balance 8. Work with driven & talented professionals 9. Fun and supportive work environment 10. We provide security for your workplace 11. A growing team – more opportunities for you! Come and be part of our growing team that you will surely enjoy! Job Description This is a remote position. About the role: The Client Support Officer provides end-to-end administrative support for loan applications, from pre-approval through post-settlement. Responsibilities include verifying sales files for compliance, checking contract dates, assisting mortgage brokers with lodgments, and liaising with clients and building companies to collect required documentation. Job Responsibilities: • Perform administrative duties required for processing a client’s loan application with a lender from Pre-approval to post Settlement. • Receive pre-approved sales files from mortgage broker and check to ensure that the file meets minimum lodgment criteria/compliance checklists. • Check finance due and settlement dated on land contracts against the dates recorded in BBS/Mercury. • Support Mortgage Brokers with loan Lodgments/preparation of appointments where required. • Liaise with clients and building companies to arrange for collection of paperwork to satisfy conditions of approval and help manage through to post settlement. • Order valuations and process FHOG applications if applicable. • Send HIA plans received from building companies with land contract to the lender on behalf of the client/broker. • Track progress to Formal Approval and update comments in CBS/Mercury on a regular basis. • Ensure all files meet Resolve’s and Regulatory minimum compliance standards. • Regular all files meet Resolve’s and Regulatory minimum compliance standard. • Regular and consistent contact/communication with our external customers and internal ABN customer on progress of loan application. • Ensure all Broker Support tasks have been marked as complete and that all standard letters have been sent. • Complete ‘File Review Checklist’ check compliance and place the file in standard order. • Ensure all Broker Support Standard Operating Procedures are always up to date. • The Client Support/Office Administrator may be required to cover other team members' work in times of leave of as workload dictates. • Ensure KPI targets are met each month. • May be required take/make calls and emails on behalf of the broker. Requirements Technical/Educational Qualifications: • 2-4 years of experience • Strong knowledge of mortgage lending process • Mortgage broking support tasks experience • Excellent Microsoft Office Skills • Knowledgeable in Australian Mortgage • Previous finance broking or banking experience preferred