Palm Tree Finance
Key Responsibilities • Prepare and submit loan applications using CRM software (training provided) • Liaise with lenders, clients, and third parties for required documents and updates • Follow up on outstanding requirements and manage timelines • Maintain accurate records and keep systems up to date • Prepare serviceability assessments and lender comparisons • Support compliance processes and post-settlement follow-ups Benefits • & Perks • Develop a career in finance with a rapidly growing organisation that offers career progression and leadership opportunities • Be part of a young, energetic team with a startup culture—no office politics, just a lot of fun and collaboration • 100% remote work – work from the comfort of your home • All training is provided – no prior mortgage experience required • Opportunities to grow with a company that values innovation, initiative, and integrity Skills • & Experience • No prior experience required! All training will be provided. • We are looking for someone who: • Holds a Bachelor’s degree in Mathematics, Commerce/Business, Accounting, IT, Finance, Engineering, or any other STEM course from a top university • Is highly meticulous with a strong attention to detail • Can analyze and solve complex problems in a logical and systematic way • Is a self-learner who can quickly adapt in a fast-changing environment • Has a positive, can-do attitude and is open to feedback and improvement • Has strong reading comprehension to accurately interpret detailed policies and manuals • Communicates clearly and professionally in written and spoken English • Has a typing speed of 50 WPM or higher
Palm Tree Finance
