Job Description
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- 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
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