Loan Officer

Key Responsibilities & Preferred Skills:

• Highly organized, self-motivated, and able to work under pressure to meet deadlines.

• Strong interpersonal, problem-solving, and decision-making skills.

• Excellent verbal and written communication, including professional telephone etiquette.

• Proficiency in Microsoft office and loan processing software/technology.

• Ability to analyze and process large volumes of data accurately.

• Commitment to continuous learning and staying updated on industry trends.

DutiesCompetencies

Lead / Client Follow-Up, Appointment Management, Supporting Document Management, Create Diary NotesClient setup, strong organisational skills, effective email communication, active listening, accurate notetakingOrder & Track Valuations, Order & Track Pricing Requests, Produce Funds to Complete Table, Order & Interpret Equifax ReportsLoan scenario understanding, organisational skills, task management in CRM, understanding refinance & purchase figures, experience reading credit filesData Entry (Mercury), Data Entry (Apply Online), Email Scenarios to Customers (Structure / Proposal)Application preparation, accuracy in data entry, understanding refinance & purchase structures, effective written communicationLodge & Track Discharge Forms, Formal Approval & Solicitor Letters, Funds to Complete Confirmation Emails, Document Issuance & Tracking, Settlement Management, Post-Settlement TasksSettlement management, client retention, organisational skills, CRM task management, ability to populate & review templates for customer communication Training will be provided as required