Trustee For The O'Sullivan Family Trust | Credit Analyst
vor 1 Monat
Trustee for the O'Sullivan Family Trust – Double Bay NSW
Responsibilities:
Monitoring and processing mortgage files from initial meeting to settlement including serviceability assessments and lender policy reviews.
Liaising with clients, referrers, and lenders to ensure loan applications are proceeding smoothly.
Providing customers with timely, periodic loan application status updates.
Compiling documents for customer files and accurately entering data into CRM.
Processing documents, verifying the accuracy and completeness of each document, and ensuring all files meet industry and compliance standards.
Client follow-up calls and yearly home loan reviews.
Required Skills and Attributes:
Detail-oriented due to the financial nature of the role.
A strong understanding of Microsoft Office, especially Excel and Word, Adobe, and database management.
Excellent written communication skills enabling effective collaboration with business partners, broker team, and clients.
Ability to learn quickly.
Highly organized & proficient at multi-tasking; must manage their own time, establish schedules, and meet deadlines.
Ability to review and assess complex financials and understand how this will impact a client's eligibility to seek lending.
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