Broker Support - JOB00942

Communicating with broker and client for document collection

Lead by example

Team induction & set up

FLEX administration & managing the database integrity and rules

Project management from time to time as required

Assisting at maintaining the general tidiness of the office 

Managing incoming and outgoing calls

Assisting Owners customers with various customer service, application and post settlement activities

Compile documents for customer files

Provide customer with timely and periodic status updates of their loan application if required

Providing support to broker support hub with post settlement activities

Ensuring lender submissions are of a high standard, packaged correctly and compliant with company and lender policy

Third Party Contacts and Process

Actively contribute to continuous improvement efforts

Communicate with BSO for processes beyond post-settlement

Assisting one team member in EOC/Funds to Complete for interstate broker

Progress Payments information relayed to team member for interstate broker customer

Communicate with broker to develop process prior to application submission

Process development and management