Senior Mortgage Analyst in MY

  • Provide a high level of mortgage broking support to the loan team
  • Conduct sufficient research of available bank products to ensure our clients goals and objectives are met in the best way possible
  • Ensure smooth, compliant lodgement and tracking of client loan applications through attentive follow ups with banks and stakeholders as well as effective communication with all internal pod members
  • Maintain the client service standards for all active cases ensuring that we are providing excellent service and sufficient communication / updates to our clients throughout the whole process
  • Assist with the overall running and management of the pod supporting the Broker in Sydney to oversee management of priorities, work flow and client communication
  • In conjunction with Broker in Sydney responsible for all on the job development and training of new recruits
  • Work compliantly and adhere to industry guidelines throughout the whole loan process

Specific Responsibilities / Technical Skills:

  • A high level of pro-activity and the ability to prioritize and work within deadlines and internal reporting requirements
  • Analysis of applicants’ financial status, credit history, and property valuations to determine feasibility of applying for loans
  • Compare and advise suitable loan products and structures to meet lender’s servicing criteria
  • Collect and organize supporting documents
  • Prepare simple and complex calculations on loan scenarios
  • Submit applications, on-line and hard-copy
  • Data-entry and database management for all loan related business
  • Liaise with banks and other parties ie. solicitors and valuation firms & follow through applications, providing outstanding requirements as requested
  • Ensure that all lending documents and forms are up to date
  • Assist with preparation of pre-meeting material – using XPLAN & Podium calculators and loan / product selectors
  • Prepare settlement and post settlement actions
  • Prepare annual review documents and comparisons and send to clients when due
  • Maintain current and thorough knowledge of all lending programs, policies, procedures, and regulatory requirements
  • Be the main support for the Broker(s) in the higher level complex loan applications, calculations, and research.
  • Responsible for ongoing process improvement

Qualifications & Experience:

  • Degree qualified in Financial related areas, ie. Business, Commerce, Finance, Accounting, Credit & Banking
  • 2-3 years’ experience in banking or lending institution in same or similar role is preferred in the Australian banking arena
  • Foreign education and work experience preferred
  • Fluent communication in English (written and oral)
  • Need to be proactive, adaptive and independent
  • Very high attention to detail with a proved record in workflow and priority management
  • Concentration on objectives, task driven with the ability to think on your feet, have proactive approach and work unsupervised
  • Ability to develop cohesive work environment with team members
  • Have a strong working knowledge of the Australian credit industry
  • Proficiency in the Microsoft Office applications and if possible, a working knowledge of XPLAN.

+61 2 8016 5500


Suite 69 Level 14, 88 Pitt
Street, Sydney NSW 2000

Enquiry Form