Roma Falcutila

• Accurately input client and application details into Salestrekker CRM and submit applications via Apply Online.
• Prepare lender-specific forms and documentation required for loan processing.
• Coordinate and order property valuations, ensuring timely follow-ups to avoid delays.
• Request pricing discounts from lenders and track responses for competitive loan offers.
• Generate detailed property reports to support loan assessments and decision-making.
• Communicate with relevant parties, including clients, brokers, and lenders, to gather necessary supporting documents and monitor application progress.
• Support the broker in addressing Missing Information Requests (MIR) from lenders, ensuring timely resolution to keep the process on track.
• Assist with settlement-related tasks, including organizing mortgage document signing, completing discharge forms, monitoring finance due dates, and performing Funds To Complete (FTC) calculations.

• Collect and verify initial fact-find details and documents using the company’s system (Broker Engine).
• Perform credit checks.
• Complete the serviceability calculator for the selected bank or lender.
• Enter data and lodge applications via FLEX CRM and Apply Online.
• Prepare lender-specific forms.
• Order property valuations.
• Request pricing discounts.
• Generate property reports.
• Coordinate with relevant parties to gather supporting documentation and monitor the application status.
• Address MIR (Missing Information Requests) from lenders.
• Assist with settlement bookings.

Credit Analyst Responsibilities:

• Gather and verify initial fact-find details and documents using the company’s system (File Invite).
• Conduct credit checks.
• Assess borrowing capacity.
• Complete serviceability calculators.
• Research and identify suitable products through credit policy assessment.
• Ensure the client’s application aligns with the lender’s policy.

Loan Processing Responsibilities:

• Input data and lodge applications via Infynity CRM and Apply Online.
• Prepare lender-specific forms.
• Order property valuations.
• Request pricing discounts.
• Generate property reports.
• Coordinate with relevant parties to collect supporting documentation and monitor application status.

Primary Responsibilities:

• Request supporting documents from clients using File Invite.
• Review client-provided documents (e.g., bank statements, identification, income documents) to ensure compliance with lender requirements.
• Complete a "Supporting Document Checklist" for each client in Process Street.
• Rename received documents following the company’s naming conventions.
• Accurately input client information from supporting documents into the company’s system (FLEX).
• Prepare application forms and client packs for submission.
• Submit loan applications to the lender.

Secondary Responsibilities:

• Conduct post-settlement checks by contacting lenders.
• Verify current loan details for clients.
• Order and follow up on property valuations and prepare property profile reports.
• Request and follow up on pricing discounts.
• Complete discharge and variation forms.
• Generate property reports using RP Data.

Primary Responsibilities:

• Support mortgage brokers by conducting pre-qualification assessments and calculating borrowing capacity for potential clients.
• Complete servicing calculators for the selected lender or bank on behalf of mortgage brokers.
• Draft cover letters for loan applications.
• Accurately input client information from supporting documents into the company’s system (LoanKit).
• Prepare application forms and client packs for submission.
• Submit loan applications to lenders.

Secondary Responsibilities:

• Order and follow up on property valuations and prepare property profile reports.
• Request and follow up on pricing discounts.
• Conduct policy checks as required.