Job Description

• Salesforce data entry and LoanApp management
• Create leads and convert to opportunities
• Submit application to funder
• Sent credit guides if applicable
• Management of valuation report
• Order valuation
• Generate credit reports and complete title search
• Management of progress draws
• Complete KYC – IDyou or IDkit
• Complete application forms and sending for signatures
• Complete funding table and servicing calculator
• Draft credit proposal for credit assessment
• Credit assessment – assessing applications prior to submission to the credit analyst for review
• Review credit limits in line with 360MMS policies and procedures
• Recommend for approval/decline
• Complete cover sheets
• Dealing with underwriter MIR and queries
• Issue formal approval or decline letter
• Assist with Pre & Post settlement enquiries

Job Requirements

Required skills/experiences:

• Bachelor’s degree in finance, accounting, or other business-related fields
• Minimum 2 years of any related finance or credit experience
• Ability to manage competing deadlines effectively for fast-paced work environment, with varying degrees of supervision
• Attention to detail and ability to notice discrepancies in data
• Understanding of the credit policy
• Problem-solving, mathematical, comprehension and analytical skills

Required behaviours:

• Critical Thinking
• Consistent and methodical approach
• Attention to detail
• Persistence
• Problem Solving
• Love of learning
• Team Orientated 

Skills