Post Settlement Mortgage Assistant, Part-Time

This is a fully remote position, open to applicants in United States.

📋 Description

• Fulfill pricing requests and negotiate interest rates as necessary, escalating pricing based on the strengths of the client.

• Accurately prepare loan switches and variations as directed by the broker and client.

• Assist with client loan reviews.

• Maintain the client database and broking systems.

• Oversee the management of gift cards and the referral program.

• Engage in cross-training during the lean season.

• Generate and prepare compliance and application documentation.

• Download, rename, organize, and verify supporting documents.

• Identify deficiencies in supporting documentation and obstacles in assessment.

• Transfer information into the Fact Find and Client Assessment.

• Input borrower, guarantor, and business details into aggregator software and ApplyOnline.

• Cross-check documentation with lender checklists and ApplyOnline.

• Conduct quality checks on work and resolve ApplyOnline validation errors.

• Merge signed documents and upload the final set of supporting documentation.

• Order and follow up on property valuations through lender systems such as Valex and CoreLogic.

• Accurately enter owner, borrower, and property details for valuation requests.

• Save valuation reports, input key information into client assessments, and inform the broker.

• Complete lender application and discharge forms using PDF software.

• Request credit-check consent via DocuSign and order credit reports.

• Obtain company information through ASIC.

• Assist in the settlements process.

• Perform additional project work as assigned by SF Capital.

⛳️ Requirements

• This is a part-time position.

• A reliable laptop or desktop computer, along with at least one backup device, is required.

• A noise-cancelling headset is necessary for interviews and client meetings.

• A stable internet connection (minimum 100 mbps) with a backup connection is essential.

• Capability to complete complex pricing scenarios for loan reviews and origination.

• Proficiency in drafting recommendations for clients.

• Ability to communicate via email and respond to clients without needing to double-check.

• Skill in contacting banks and non-bank lenders to inquire, follow up, and escalate statuses.

• Competence in operating Broker Engine and other relevant tools.

• Ability to propose improvements to processes and enhance client experience.

🏝️ Benefits

• Opportunity to gain experience in a dynamic work environment.

• Flexible work hours tailored to accommodate personal schedules.

• Professional development and training opportunities.