I have more than 3 years of experience as a Mortgage Broking Virtual Assistant in managing residential, SMSF, and commercial loan applications from document collection to settlement.
I assist with document and income verification, servicing, pricing, ordering valuation, completing data entry tasks on aggregator tools such as My CRM and Apply Online. I also handle loan submissions, liaising with lenders, settlement officers, solicitors/conveyancers, and real estate agents, compliance checks, and client communication - ensuring a smooth and efficient loan process.
Experience: 2 - 5 years
CRM and database management – Updating client records, ensuring accurate documentation, and verifying that details match across supporting documents and CRM data.
Experience: 2 - 5 years
Liaising with lenders, real estate agents, builders, and settlement agents – Keeping all related parties informed about the loan progress, requesting for escalations from the lender when necessary, requesting finance extensions from real estate agents, and ensuring that all necessary actions are completed by the correct parties.
Experience: 2 - 5 years
Loan processing support – Handling CRM and lender aggregator tool data entry, preparing applications, ensuring all necessary supporting documents are held and sent to the lender, and tracking loan progress. This also involves completing valuations, pricing, and servicing.
Experience: 2 - 5 years
Managing email communication – Providing loan status updates, requesting supporting documents, and responding to client enquiries.
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