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Experience : 1 - 7 years
Timing : 06:00 am to 03:00 pm
Location : Jaipur, Mumbai, Remote
Open Positions:
Roles & Responsibilities:
Reporting to the Head of Operations & Team Lead.
Creating the client folder in the brokers nominated storage app (One Drive / Google Drive / DropBox)
Creating the subfolders with the brokers naming conventions (if applicable)
Verifying the supporting documents and making a list of outstanding documents
Compiling documents for customer files and accurately entering data into CRM (e.g. Flex, Broker Engine, AOL, Office 365)
Ordering the valuations and pricing requests
Calculating serviceability
Preparing the compliance documents for the loan application and preparing the AOL application
Constantly updating policy and product knowledge through ongoing training
Speaking with third party representatives to follow up on loan application if required
Ad hoc administrative tasks as required by the client
Job ID: 143245229