Finance Assistant

$25,000 - $30,000 yearly
  • Naked Finance
  • 21 Sep, 2022
Part time Loan Processor Administration

Job Description

  • Complete Lender Serviceability Calculators (pre-programmed excel spreadsheets)
  • Complete Borrowing Capacity Documents
  • Complete Product Comparison Documents
  • Complete Funding Position Documents
  • Client Data Entry into CRM
  • Creation of Lona Application Forms
  • Applying for Pricing Discounts for existing clients
  • Settle Files to Compliance Standard
  • Liaise with Lender
  • Liaise with Clients
  • General File Management
  • Attend meetings with Lender Business Development Managers
  • Retrieve Credit Reports for Clients