Dear Entrant,

Please find enclosed your submission information pack for the Australian Broking Awards 2017.

This pack includes the following:

  1. Category description and assessment criteria
  1. Award submission guidelines
  1. Business metrics and performance guidelines

Please note: all submissions must be entered through our online eAwards Portal. Paper submissions will not be accepted.

eAwards Portal:

Good luck!

The Adviser Team

LOAN ADMINISTRATOR OF THE YEAR

CATEGORY DESCRIPTION

Often the unsung hero of any mortgage business, this award recognises the loan administrator that has most effectively supported the broker or business in which he/she works. The category, which is open to all loan administrators that meet the category requirements, will assess volume of submissions supported, attention to detail, knowledge of products, bank systems and loan processes as well as customer service capabilities.

To qualify for this award, entrants must have commenced part or full time employment as a loan administrator with their current organisation before 30 June 2014 and directly serviced an individual broker or brokerage office.

This is an individual award and is based on the period from 1 July 2015 – 30 June 2016.

ASSESSMENT CRITERIA

Award based on business metrics plus submission; assessed by Australian Broking Award judges. The combined score between these two components will determine the category winner.

AWARD SUBMISSION GUIDELINES

The following outlines important information for all nominees. Please ensure that you read the below before completing your submission.

Should you have any additional questions, please call Bronwyn Cooksley on 02 9922 3300 or email

Submission deadline

All submissionsmust be received through the eAwards Portal by 5.30pm on Friday,21 April 2017.

Submission requirements

a) Provide full business metrics and performance numbers; this must be entered through our eAwards Portal. Failure to provide full details may negatively impact your submission. All business metrics are strictly confidential and will not be published.

b)The entrant must upload a detailed submission that answers/addresses the points below:

Submissions are limited to 1,500 – 2,000 words (word counts must be strictly adhered to)

  1. What sets you apart from other loan administrators – why are you unique?
  2. What steps did you undertake during financial year 2016 to improve your loan administration capabilities, and how did that positively impact on the business where you work?
  3. What was your greatest achievement as a loan administrator during financial year 2016?
  4. Please provide three testimonials highlighting your success as a loan administrator. Include the name and title of the person providing the testimonial

c) Please attach any supporting material (up to 5 only, files no larger than 200kb).

This material may differ depending on the category and can include images, statistics, media coverage and other relevant information.

Remember to evidence any financial or business metrics or statements with supporting documentation including audited statements, third-party independent data reports or endorsements.

Please do not provide supporting documents unless they are directly referenced and relevant to your submission.

Submission delivery

Submissions must be entered online through our awards portal or before the submission deadline.

Confidentiality

Please note that all submissions are treated in the strictest confidence and only viewed by the Australian Broking Awards judging panel.

Lodging multiple awards

While producing an awards submission can be a time-consuming process, there are ways in which you can reduce the work required. For example, you may be able to use the same core submission for a number of different categories, tailored to the specifics of each category.

NOTE: You will still need to complete separate online submissions for each award.

BUSINESS METRICS AND PERFORMANCE FORM

This form is to be used as a guide. All business metrics must be entered in our eAwards online portal.

COMPANY INFORMATION

Commencement date as full-time/part-time loan administrator
Professional/vocational qualifications
What company do you work for?
Name of broker supervisor
Email of broker supervisor
Phone number of broker supervisor

BUSINESS METRICS

Item / FY2015 / FY2016
Application re-work with major lender (%)
Total number of brokers serviced
Number of loans processed
Number of loans settled