Document Preparation Officer at First Title | First Mortgage Services
, , Australia -
Full Time


Start Date

Immediate

Expiry Date

05 Apr, 26

Salary

0.0

Posted On

05 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Documentation Management, Customer Service, Attention to Detail, Communication, Organization Skills, Data Entry, Mortgage Processing, Flexibility, Agility, Team Collaboration, Prioritization, KPI Management, SLA Management, Technology Adaptation

Industry

Insurance

Description
Who We Are Join a dynamic and supportive team where you’ll play a key role in delivering exceptional service to our valued clients. As a growing global organisation, we offer real opportunities for career progression and development across Operations, IT, Sales, Legal, Finance, and Shared Services in Australia and New Zealand. We pride ourselves on a flexible and friendly work environment built on collaboration, accountability, and strong team culture. We’re proud to have been awarded the Great Place to Work Certification for the fourth consecutive year. This achievement reflects our people, our progress, and the inclusive culture we continue to shape together. Your voice matters here, and we’re committed to continuously improving and ensuring this remains a workplace where you can thrive. If you’re looking to grow your career in a professional and empowering environment, we’d love to hear from you. Job Summary We are seeking a Document Preparation Officer to join our team. In this role, you will be responsible for managing documentation processes, including the accurate preparation of all required loan documents in line with established procedures and within agreed service levels. About the Role Preparing loan contracts and all required mortgage documents accurately and in line with client instructions Identify any errors and flag with client Following up any outstanding information with client and/or relevant stakeholders Loading instructions in the database Ensuring fees and charges are loaded correctly About You You are able to work in a high pressure and fast paced customer service environment You are flexible and agile with excellent organisation skills and attention to detail You are a great communicator and excel at providing outstanding customer service You are a collaborative team member Your computer literacy and data entry skills are exceptional and you adapt to new technologies that are introduced You are a champion at prioritising your workload to meet KPI’s and SLA’s Bonus points if you have prior experience with mortgage processing or other comparable finance industry experience What We Offer By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. We’re committed to supporting your personal and professional growth through meaningful benefits, recognition programs, and a workplace culture that values wellbeing, connection, and development across Australia and New Zealand. HERE’S WHAT SETS US APART: Employee Assistance Program (EAP) Employee Referral Program Flu Vaccination Program Fundraising Challenges Social Teams & Events Tenure Recognition Program Rewards and Recognition Program Training & Development Discounted First Title Insurances At FMS, we have a team of over 300 people located throughout Australia and New Zealand, as well as support from First American in the US. Together, we strive to achieve the best outcome possible for our clients and their customers. We’re proud to have been awarded the Great Place to Work Certification for the fourth consecutive year. This achievement reflects our people, our progress, and the inclusive culture we continue to shape together. Supporting the financial sector since 2001 At FMS, we specialise in delivering the full range of mortgage processing and administration services. For over 20 years, we’ve provided financial institutions with a broad range of services, including mortgage processing, FASTRefi title insurance, conveyancing and BPO processing. We’re proud of the strength of our brand, strong parent backing from First American, long term client relationships and our proven specialist capability across the mortgage fulfilment value chain.
Responsibilities
The Document Preparation Officer is responsible for managing documentation processes, including the accurate preparation of loan documents. This involves preparing loan contracts, identifying errors, following up with clients, and ensuring correct loading of fees and charges.
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