Loan Administrator

Three Peaks International is a Sydney based staffing solutions partner which provides local and virtual staffing solutions to Australian businesses through outsourcing, recruitment, and migration. Simply put, we help businesses grow by providing them the staff they need that gets the job done.

File Management

Uploading documents in Docusign for client or third party to sign

Downloading all supporting documents and information received by client or third party, i.e.

Accountant, Lawyer & Real Estate Agent

Renaming supporting documents and allocating into the correct folder structure

Generate supporting document pack that includes all documents and information, and

ensure you have not missed any documents

Identifying gaps in supporting documentation or what would be a roadblock

for the broker to complete an assessment

Transfer information from the pack into our Fact Find and Client Assessment (Living Expenses,

Property Portfolio)

Completing Pricing Requests & Ordering Valuations

Complete new and existing pricing requests and negotiating interest rates where required

Assist the broker team to prepare lender comparisons

Instruct different types of valuation reports ranging from free property reports, desktop valuations

/ AVM's, to full valuation reports requiring a physical inspection

Instruct these reports across different banks through their nominated system

e.g. Valex / Corelogic or over email where required

Accurately enter all owner, borrower and property details into these systems, ensuring data is

checked, with zero tolerance for errors

Follow up valuation reports when there is a delay and responding to request for additional

information

• Saving down reports correctly, entering key information into client assessments and

notifying the broker

Supporting Loan Settlement Process and Completing Discharge Forms

Download and save down loan documents

Review loan documents to ensure all details are correct

Liaise with the client to arrange for the loan document signing

Review signed loan documents, ensuring they are signed correctly, returned in a timely manner

and saved down.

Follow up on the outstanding settlement conditions

Prepare email to client advising funds to complete and any shortfall of funds

Assist the client with setting up or updating building insurance policies where required

Assist the client with obtaining refinance cashbacks from banks

Know where to source the borrower information to accurately complete the Discharge Form in

full i.e. Loan Account #, security address, OFI information & Broker information

Update Broker Engine upon the completion of settlement

Prepare settlement complete email to client

Follow up on client invoices that are outstanding

Updating new client details in the MailChimp database

Process loan variation requests and client queries post settlement.

Loan Processing & General Support

Request and downloading ASIC, Credit Reports and other searches and saving down the files

correctly

Input data and upload necessary compliance and supporting documents into the aggregator

software and ApplyOnline (i.e. client notes, supporting document pack, client assessment, etc)

Accurately enter all borrower, guarantor, or business information into the aggregator software and

AOL (incudes but not limited to contact details, residential address, employment information,

assets, liabilities, income and living expenses)

Generate and prepare all compliance and application paperwork as instructed by Broker

Place corporate gift orders with suppliers for staff, clients, referrers and business partners

Take on tasks that support general organization and efficiency for the team

QUALIFICATION

• 2-3 years experience in Mortgage Loan Processor / Broker Admin Assistant
• Graduate Finance / Acctg related degrees
• Assertive, keen to details, and good communication skills
• Trustworthy and good in numerical reasoning.

Technical Requirements (Independent Contractor Role)

• Reliable laptop / desktop (with at least one backup device)
• Noise-cancelling headset (for interviews and meetings)
• Stable internet connection with a backup (minimum 100 Mbps)