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About the Company
Our client is a hands-on, client-focused mortgage broking business offering a full range of financial solutions. From first homebuyers to experienced investors, they specialise in residential lending, refinances, and business and commercial loans. With deep expertise in complex financial structures and self-employed clients, they deliver tailored solutions that align with each client’s goals. Committed to exceptional service and results, they take pride in guiding clients through every step of the lending journey.
About the Role
We’re looking for an experienced Loan Processor to join a growing mortgage broking business supporting Australian clients. You will work closely with the broker, an admin team member and a senior loan processor. In this role, you’ll manage end-to-end loan processing from gathering documents to settlement, while delivering an exceptional client experience. As the business expands, you’ll have the opportunity to help train and onboard additional team members. This is an exciting opportunity for someone who thrives in a collaborative, flexible environment and takes pride in delivering accurate, timely loan processing support.
Key Responsibilities
- Support the broker with end-to-end loan processing for residential and commercial mortgages.
- Manage the loan pipeline from initial application through to settlement.
- Liaise directly with clients to collect required documentation and provide updates.
- Communicate with lenders, solicitors, and other third parties to ensure smooth processing.
- Maintain accurate records in CRM systems, including MyCrm, Infinity, Mercury or Similar
- Experience with Apply Online
- Experience with Trello or similar project management tools
- Assist in workflow management and task tracking.
- Contribute to process improvements and help establish best practices as the team grows.
- Train and mentor future loan processing staff members as the business expands.
Must-Have Skills & Experience
- Australian mortgage broker experience (not just banks or lenders).
- Proven ability to process loans end-to-end. Documentation Verification, Application Processing, Lender Submission. Lender Follow-Up
- Confident in directly communicating with clients in a professional, friendly manner.
- Familiarity with CRM systems, including MyCrm, Infinity, Mercury or Similar
- Highly organised, proactive, and detail-oriented.
- Comfortable working under pressure and handling constructive feedback.
- Familiar and comfortable with serviceability calculations and making recommendations
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