Offer summary

Qualifications:

Bachelor's degree in finance, accounting, economics, or a related field., Experience in mortgage brokering or a related financial services role., Strong ability to interpret and analyse financial documents such as payslips and bank statements., Excellent organisational and time-management skills..

Key responsabilities:

Review and analyse client documentation to determine pre-approval eligibility.

Liaise with clients to gather financial information and explain loan products.

Maintain accurate client records and manage workflow tasks for timely processing.

Utilise sales tracking tools to manage client progress and ensure compliance.

Job description

This is a remote position.

We are seeking a detail-oriented and motivated Mortgage Pre-Approval Analyst to join our dynamic team. The ideal candidate will have experience interpreting payslips, bank statements, and financial documents, as well as managing workflows and maintaining accurate records. Familiarity with sales trackers and pre-approval processes is essential.

PERFORMANCE OBJECTIVES:

Review and analyse client documentation, including payslips, bank statements, and other financial records, to determine pre-approval eligibility.
Liaise with clients to gather required financial information and explain loan products, terms, and conditions.
Accurately file, index, and maintain client records to ensure seamless workflow management and compliance with industry standards.
Monitor and manage workflow tasks to ensure timely processing of client files and adherence to deadlines.
Utilise sales tracking tools to manage and update client progress, ensuring transparency and accurate reporting.
Work closely with brokers and other team members to provide support and resolve issues promptly.
Ensure all processes adhere to regulatory and company standards.
Stay updated on industry trends, lending products, and market conditions.

Requirements

Bachelor's degree in finance, accounting, economics, or a related field.
Experience in mortgage brokering or a related financial services role.
Strong ability to interpret and analyse payslips, bank statements, and other financial documents.
Excellent organisational and time-management skills to manage multiple tasks efficiently.
Familiarity with sales trackers and CRM systems (training can be provided).
Proficiency in financial software and tools (e.g., Excel, loan management systems).
Strong attention to detail to ensure accuracy in all aspects of the role.
Proactive and motivated approach to problem-solving and task completion.
Effective communication skills for internal and external interactions.

Benefits

Here at Access Offshoring, we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients.

Access Offshoring is dedicated to saving business owners 2,000,000 hours by 2031 and we need your help. Transforming the way businesses operate, we connect great businesses with amazing offshore talent.

We recognise that we often get more done in our own designed workspace, so Access Offshoring offers a complete work from home model. Yep – that’s right, 100% work from home. But wait there’s more.

Here are just some of our benefits:

Australian clients and Australian hours (giving you great experience and an early finish!)
Work from Home Allowance
HMO for you AND a dependent from Day 1
20 Days Annual Leave and 5 Days Sick Leave
Government Statutory Benefits
13th Month Pay
Computer Equipment
Opportunities for growth
And of course, a competitive salary