Document Preparation Officer at First Title | First Mortgage Services

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Verbal Communication, Written Communication, Data Entry, Attention To Detail, Customer Service, Organizational Skills, Prioritization, Meeting Deadlines, High Pressure Work, High Volume Work, Loan Documentation Preparation, Mortgage Documents, Error Identification, Stakeholder Follow-up, Database Loading, Privacy Law Adherence

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 The Document Preparation Officer will attend to the processing of services and functions within the documentation preparation team, including preparation of all required loan documentation per procedures and within agreed service levels."Main Tasks - Prepare loan contracts and all required mortgage documents accurately and in line with client instructions - Identify any errors and flag with client - Follow up any outstanding information with client and/ or relevant stakeholders - Load instructions in FMS database (DocPrep) - Ensure fees and charges are loaded correctly - Adhere to privacy laws strictly - Printing and collating documents and preparing documents for postage - Other duties as required Key Responsibilities Customer Focus - Manage, respond and own client queries /escalation - Empowerment going above and beyond meeting clients requirements on a daily basis - Taking ownership of your client base - Listen, support, champion our clients needs Process - Adhere to all internal policies and procedures - Comply with client specific operating processes - Ensure all tasks are performed with a high level of accuracy - Foster and encourage an environment of continuous improvement Team work & Behaviour - Provide support to your peers and other teams within the business as required - Take ownership of own performance and development - Actively contribute to team with a positive attitude - Share opinions in a way that is respectful to others focussing on ‘what we can learn’. Results - Perform at or above team productivity levels - Meet and exceed quality targets - Monitor and manage individual queues to ensure matters are processed within SLA’s - Actively identify and escalate any perceived risks Position Criteria Essential - Strong verbal and written communication skills - Strong data entry skills - Excellent attention to detail - Excellent customer service skills - Good organisational skills and ability to prioritise workload - Ability to meet deadlines - Ability to work in a high pressure, high volume work environment" 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 First Title, 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 First Title, 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 processing services within the documentation team, primarily preparing all required loan and mortgage documentation accurately according to procedures and service levels. Key tasks include loading instructions into the FMS database, ensuring correct fee loading, identifying and flagging errors to clients, and managing follow-ups for outstanding information.