
Credit Associate
Job Overview
- Industry:BPO
- Category:Banking / Financial Services
- Minimum Education: Min. Bachelor Degree
- Skills:Excellent work ethic and ‘can do’ attitude
- Openings3
- Job LocationKathmandu
- Posted on:November 06,2023
- Apply Before:December 04,2023
Job Overview
We are looking for an efficient and solution-focused credit associate to assist Australian mortgage brokers. You will provide end-to-end service by taking charge of the mortgage application process from submission until settlement and will be responsible for completing the assessment based on the client’s financial circumstances, needs, and requirements. You will provide lender recommendations, accurately upload clients’ information to the lender’s CRM system, organise supporting documents, and liaise with relevant parties until the loan settles all while remaining compliant with regulatory lending requirements.
If you are an excellent communicator who is detail-oriented and highly analytical, we want you on our team. This position comes with a comprehensive training program and ongoing growth opportunities. If you have a customer-centric mindset and love continuous development, apply now!
Responsibilities and Duties
- Document verification
- Lender policy research and recommendations
- Borrowing capacity calculations
- Funding position preparation
- Living expenses analysis
- Packaging applications
- Communication with lenders, BDMs, brokers, and customers (as instructed by brokers)
- Data entry and lodgment - includes CRM and Lender Apply Online data entry and supporting document upload
- Ordering valuations/pricing
- Preparation of FHOG form and Discharge Form (if required)
- File management and follow-ups until settlement
- Other Ad-hoc duties as required
Working Hours: 7 am to 3pm [Nepali time]