End to End Loan Processor

About the Company:

Our client specialises in a wide range of financial solutions, catering to first home buyers, residential lending, including investment property purchases and owner-occupied home upsizing, refinances, and business loans, including commercial loans. 

Job Responsibilities:

1. End-to-End Loan Processing (Up to 20 Files Weekly)

- Manage the complete loan journey from fact find to settlement.

- Confidently handle submissions with lenders, including ORDE Financial and La Trobe.

- Ensure timely and accurate lodgement and follow-up.

2. Infynity CRM & Fact Find Management

- Accurately complete client Fact Finds within Infynity CRM.

- Maintain compliant and audit-ready files with complete documentation.

3. Experience with Finsure Aggregator System

- Confidently navigate and use Finsure systems to manage compliance, lender forms, and document storage.

- Ensure all deals are processed in accordance with Finsure workflow standards. 

4. File Packaging & Submission

- Review all documents and prepare complete lender-ready applications.

- Identify and request missing documentation before submission.

- Write detailed broker notes to ensure smooth handover and compliance. 

5. Lender Selection & Servicing Support

- Support lender product selection by understanding policies, pricing, and borrowing capacity.

- Confidently run servicing calculators and recommend lender fit based on client profile. 

6. Team Oversight (India Support Team)

- Coordinate tasks with the existing Indian offshore team.

- Take ownership of workflow and ensure the offshore team is aligned and productive.

- Escalate issues only when necessary. 

7. Client Communication & Document Collection

- Directly contact clients to collect documents, clarify information, or follow up on pending requirements.

- Maintain a professional and customer-first tone in all communications. 

8. Stakeholder Liaison & Follow-Up

- Communicate clearly with lenders, clients, solicitors, and agents.

- Follow up proactively to keep files moving and escalate delays when necessary. 

9. Daily Pipeline Reporting

- Provide concise end-of-day updates via email, outlining file progress, roadblocks, and pending actions.

- (Format example can be supplied for consistency.) 

10. Workflow Ownership & Independence

- Take full responsibility for your pipeline, operating with minimal supervision.

- The goal is to take work off the broker’s plate—handling everything from document checks to submission and team coordination.