Loan Maintenance Officer  

• Join a professional and social workplace with a dynamic and supportive culture!
• A premier Australian mortgage broking firm working in a pivotal, growing Manila team!

The Team

The Manila and Australian team members enjoy helping people achieve their goals. Customer focus is genuine, and they all strive for the perfect loan where the customer is stress free, no matter the hidden issues along the way. The team thrive on getting things done, in a diligent, timely and precise manner. Everyone is systematic in dealing with their work and don’t take shortcuts, they all like following procedures. Should the occasional problem arise, the team deal with it head on, taking ownership until resolved. Nurturing the customer relationship is their best source of new business.

RESPONSIBILITIES:

• Accurately input information received from lenders into Process Street;
• Accurately input information received from lenders into each client’s ‘Portfolio Tracker’;
• Complete the review process of a client product one week before the fixed rate or interest only period expire;
• Ensure the correct rate and product is implemented once a client chooses an option;

ACTIVITIES:

• Call lenders to check on current loan details for clients;
• Order and follow-up valuations;
• Prepare property profile reports;
• Order and follow-up pricing discounts;
• Prepare loan options and other emails for clients using the company’s email templates;

SECONDARY TASKS:

• Prepare a request for supporting documents from clients through File Invite;
• Check supporting documents received from clients (example: bank statements, identification documents, income documents…) to ensure they comply with the lender’s requirements;
• Complete a ‘supporting document checklist’ for each client on Process Street;
• Rename the supporting documents received accordingly to the company’s naming convention;
• Completion of discharge and variation forms;

SKILLS & EXPERIENCE

The following experience will be looked at favorably:

• Experience being accountable and responsive when working in a small team environment, for example a small business;
• Long tenure in the same role;
• Experience working in the home loans department of a bank or with a mortgage broker;

Skills/Qualities: The following skills will be required from the candidate:

• Basic to Intermediate Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
• Great level of verbal and written communication skills
• Attention to detail
• High organization skills
• Pro-activity

PERFORMANCE GOALS:

• Complete 4 loan reviews (from research to options email) per day;
• Reply to client’s emails within 4 business hours;