Loan Processor

An established Australian mortgage brokerage, partnering with a broad panel of lenders to deliver tailored home loan solutions for first-home buyers, property investors, and refinancing clients is seeking a Loan Processor to oversee the end-to-end processing of loan applications.
 

• Part-time (20 hours/week)
• Remote Job
• Working Hours: AEDT/AEST
• Monthly Salary: $480-800
• Start Date: ASAP

What You'll Be Doing:
As a Loan Processor, you will be responsible for supporting the end-to-end processing of loan applications, working closely with brokers, lenders, and clients to ensure seamless outcomes.

• Prepare, review, and process loan applications from submission through to settlement.
• Liaise with brokers, lenders, and clients to obtain and verify required documentation.
• Accurately input and maintain client records within Infynity CRM and associated tools, including Trello, Microsoft Teams, and WhatsApp.
• Monitor application progress, follow up on outstanding requirements, and ensure compliance with lender policies and guidelines.
• Coordinate loan submissions and updates through aggregator platforms, including Finsure.
• Proactively identify potential issues and take initiative to resolve them in a timely manner.
• Provide administrative and operational support to mortgage brokers as required.
• Prepare compliance documentation and ensure all files meet regulatory and internal standards.
• Follow up with clients to obtain outstanding documents, signatures, or information.
• Track critical dates, milestones, and deadlines to ensure smooth and timely settlements.
• Manage valuation ordering, loan processing, credit submissions, and preliminary credit analysis.
• Maintain strict confidentiality of sensitive client and financial information at all times.

What You'll Bring:

• Minimum of two years’ experience as a Loan Processor.
• Proactive mindset with the ability to take ownership, work independently, and identify solutions.
• Excellent written and verbal English communication skills.
• Strong attention to detail with well-developed organisational skills.
• Confidence using cloud-based systems and CRM platforms.
• Willingness to learn and adapt to Australian mortgage processes where required.
• Self-motivated, highly proactive, and comfortable taking initiative rather than working solely from instruction.
• Strong desire to learn and upskill, particularly in credit analysis.
• Demonstrated strong work ethic and willingness to go above and beyond to support outcomes.

Nice-to-haves

• Familiarity with the Australian mortgage industry and lender requirements.
• Experience using Infynity CRM and the Finsure aggregator platform.
• Understanding of compliance and documentation standards within mortgage lending.

Recruitment Process:

• Initial Interview (HR/Recruiter)
• Client Interview