Virtual Assistant - Finance Department (mortgage or banking experience is a must)

We are looking to hire an assistant to support our finance department.

Non Negotiable Requirements:
- Proficiency in English, both written and verbal
- Past experience and expertise in the mortgage or banking industry is required
- Willingness to learn and accept challenges
- Internet reliability and back up (need to be online)
- Need to be trustworthy and offer care, knowledge and efficiency
- Skillset - AOL (ApplyOnline)
- You are a problem solver and adaptable to change

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JOB DESCRIPTION:

Initial Data Entry and Client Engagement
- Send privacy & document collection request
- Credit checks via Equifax – scan for adverse or anomalies (need to configure access)

Pick Anomalies or Document Verification
- Download files from collection systems & apply naming convention to each file
- Scan for validity of each file – date range, expiry date, clarity/legibility
- Data entry to Customer Relationship Management Tools
- Cross check Veda report liabilities to Vownet and input
- Generate SOCA (compliance docs)
- Push data into AOL and remedy all or most red crosses
- Send SOCA and lender (if applicable) to client via DocuSign or relevant tools
- iLovePDF to merge/separate/compress
- Brokerpedia and Lender policies

Pre-lodgment duties
- Lender Pricing Tools, Order valuations
- Lender Servicing calc
- Broker notes – brief only, Broker or Associate to complete

Serviceability
- Refinance plus cashout
- Complex Transactions or multiple Properties
- Completing missing information
- Complete BID questions from Broker form
- Complete missing A&L, Complete missing info in CRM/AOL
- Liabilities - interest rates, repayments, IO or P&I, asset linked to, etc
- Check SOCA and recommend amendment(s) as necessary

Post Lodgement
- Checking and Updating on application status
- Attending to missing information & conditionals
- Progressing deals to settlement - followup & escalations
- Dealing with Solicitors/Lenders/Settlements Team

Database maintenance
- Update loan amount on CRM and other checks?
- Followup - Customer Rating systems
- Active Pipe or something similar

Soft Skills
- Remove low value activities from your day
- Finding & nurturing new clients - Cross sells
- Who's who in the zoo? i.e. BDMs & contact details

How to Apply:

If you believe you are the right fit for this position, please submit your updated CV , and a video introduction (at least 2 minutes) explaining why you are a good fit for this position to lovely@planeposter.com.

NOTE:
Failure to follow these instructions will result in your application not being processed.