Company Description

Through a merger in 2021, the Lendi Group brings together Lendi (and Australia’s #1 online home lending platform) and Aussie Home Loans, Australia’s leading branded mortgage broker. We're revolutionizing the industry with a best-in-class technology platform and suite of tools that take the hard work out of home loans for our Customers and Brokers alike. Every day we help thousands of Australians research, compare, apply for, and settle their home loans.

Our vision: To create a new era of seamless connection in property finance.

Our mission: To change the way Australians experience property lending, for good.

About the role

Our goal has always been simple: to make the home loan application process pain-free for consumers, while enabling our Lending Specialists to significantly outperform their peers with unrivalled support structures and awesome technology. Our Client Solutions team is an imperative part of this process in ensuring this outcome is achieved.

Job Description

• Collect and review pertinent documents received from clients, brokers, and lenders to ensure all requirements and outstanding conditions on files are met within the prescribed timelines
• Support the preparation and execution of lender documentation and/or contracts to close home loan applications
• Assist in the discharge process including and review and resolve application issues prior to settlement,
• Capture detailed notes of your activity within Salesforce to ensure accurate documentation for each file
• Accurately monitor and track settlements within your pipeline through active follow-up with stakeholders
• Keep informed of the settlement process and requirements to ensure alignment with company and industry guidelines and best practices
• Answer and address client questions and/or concerns related to the settlement and closing process
• Navigate complex issues related to titles and/or liens
• Build strong relationships with internal and external stakeholders to ensure a strong client service delivery
• Exercise strong judgement in client and file management; escalating issues internally when necessary

Qualifications

• Preferably at least 2 years of experience working in a similar role within a mortgage/finance industry or anything similar; prior knowledge and experience with mortgage assessment processes is required
• A comprehensive understanding of financial transactions within the home loan or commercial real estate industry
• Strong interpersonal and communication skills
• Exceptional customer service and problem-solving skills with the ability and drive to coordinate with multiple stakeholders and escalate issues internally when necessary
• Proactive professional with strong time management skills
• Technology and computer savvy with the ability to navigate and communicate with multiple parties within a virtual environment

Additional Information

What's in store for you at Lendi?

• Flex-first (Work from home) but must be willing to work onsite as needed or once a week.
• Health Insurance (HMO) for you & 1 free dependent
• Health & well-being programs
• Generous amount of leaves (total of 30 leaves - 25 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)
• Extra allowances will be given for WFH set-up such as internet subsidy
• Life insurance effective on Day 1
• Access to training and opportunities for career progression/promotion
• Fun & exciting monthly social clubs - at the moment done virtually
• Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig.

& many more!

How to Flex-first:

• You must have a stable fixed internet connection (minimum 25mbps)
• An ample working space with office table and chair is also required.
• Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.