Loan Application Process - Case Study - Accounting and Finance Assignment Help

Assignment Task:

Task:

CREDIT TRANSFER

You may be able to claim credit transfer for a unit/s of competency that you have previously completed with AAMC Training or another RTO. If you have been awarded a record of result or statement of attainment for any of the units detailed below then please go to the Credit Transfer tab in your Learning Centre and follow the prompts.

This assessment relates to the following units of competency:

? FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients;
? FNSFMB402 Identify client needs for broking services
? FNSFMB403 Present broking options to client
? FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
? FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
? FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers.
? FNSCRD301 Process applications for credit (this unit is only applicable to those completing the Certificate IV in Finance and Mortgage Broking FNS40815 course).

Task 1: You will notice that there are two options of Case Study within this assessment – the first (A) is more specifically for Mortgage Brokers, the second (B) for brokers in the Plant & Equipment and Motor Vehicle field. Please complete only the stream relevant to you and indicate this on the assessment cover sheet.

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