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    • Contact clients post-strategy session to confirm financial information and loan goals.
    • Guide clients on how to provide necessary supporting documents for their…
    • View all Crown Money jobs - Australia jobs - Concierge jobs in Australia
    • Salary Search: Loan Application Concierge - Remote salaries in Australia
    • We think that this role will be perfect for an experienced loan writer who has a track record in delivering sales growth.
    • A strong attention to detail;
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    • Home lending experience across the full loan lifecycle.
    • Manage home loan enquiries end-to-end (application to settlement).
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    • Analyse applicant’s financial situation and provide possible loan solutions.
    • Originate loans in order to sell to lending authorities.
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Loan Application Concierge - Remote
Crown Money
Australia
•
Remote
Permanent, Full-time
Apply now

Job details

Here’s how the job details align with your profile.

Job type

Permanent
Full-time

Full job description

Summary:

The Loan Application Concierge plays a vital role in our financial services team, providing exceptional support to clients throughout the loan application process. This customer-facing position ensures that clients receive timely guidance and updates, facilitating a smooth transition from initial consultation to loan approval. By collaborating closely with various internal teams, the Loan Application Concierge enhances client satisfaction and contributes to the overall efficiency of our operations.

Responsibilities:

  • Contact clients post-strategy session to confirm financial information and loan goals.
  • Guide clients on how to provide necessary supporting documents for their loan application.
  • Collaborate with the Sales Support Coordinator and the Sales, Credit, and Settlement teams to ensure a seamless application process.
  • Provide regular updates to both the Sales Consultant and clients throughout the application journey.
  • Review application pipelines to ensure deals are progressing as expected.
  • Action emails and tasks promptly to maintain workflow efficiency.
  • Deliver updates to clients and the sales team twice weekly.

Experience

  • Proven experience in the banking industry, particularly in residential mortgages.
  • Excellent phone manner and strong interpersonal skills.
  • Ability to multitask effectively in a fast-paced environment.
  • Familiarity with G-Suite, Hubspot, PandaDoc, and lender websites.
  • Strong organisational skills and attention to detail.

Company Overview

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