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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Team Member - Mortgage Processing |
| Position Code: | 500 | | Career Level: | 1 |
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Responsible for
Exercising the working knowledge to complete the tasks performed within one functional team, in line with established procedures. |
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Reports To
Team Leader, Mortgage Processing. |
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Supervises
No supervisory responsibilities. |
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Main Activities
Whilst the specific activities vary depending on the functional team, they all relate to the following general activities (performed on a daily basis):
Actioning requests for information, entering data, processing internal entries, actioning items for processing and attending to customer/branch telephone enquires.
Types of job responsibilities include:
Inputting and updating information into on-line processing systems.
Fielding inbound customer queries and answering all account enquiries and maintenance requests for borrowers.
Using on-line systems to access and update information and to enter customer enquiries/requests.
Liaising with Customers, Solicitors and internal parties with account/customer information in relation to the execution of documents.
Receiving and reviewing Loan Offer Documents.
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Key Skills
Ability to work as part of a team and maintain exceptional work standards including attention to detail.
Excellent communication skills and a strong customer focus.
Strong problem solving skills and the ability to meet deadlines.
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Internal Contacts
Team Leader, other Team Members. |
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External Contacts
Customers, Brokers, Solicitors. |
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Typical Experience
May possess relevant industry experience, possibly within a mortgage loans environment and have an understanding of the Consumer Credit Code. May have a Diploma of Mortgage Lending from the Australian Securities Institute. |
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