Mortgage Broker Loan Processor

As a Mortgage Broker Loan Processor, you are the engine behind our business operations, resulting in seamless mortgage transactions for our clients.

You will work closely with our Mortgage Brokers to collect and input data in our CRM and loan application platforms, review financial documents, and ensure every application meets lender requirements.

Your attention to detail and positive attitude will help us with application lodgements and managing files to settlement all whilst delivering outstanding customer service.Your Daily Tasks

· Assist Mortgage Brokers with data entry of customer details and correspondence into our CRM.

· Review income documentation like payslips, income statements, tax returns and financial statements.

· Review customers' bank account statements and credit reports to verify living expenses and other debts.

· Complete bank applications via Apply Online/LoanApp and perform serviceability calculations.

· Complete property valuations using Property Hub/Valocity and other lender-specific valuation platforms.

· Conduct pricing to obtain the best rate from lenders for new loan applications and annual reviews of existing customer interest rates.

· Manage applications post-approval through to settlement, collecting required information for settlement, meeting settlement dates and keeping customers informed.

· Contact clients via phone and email to maintain relationships, build rapport, and deliver necessary communications.

· Assist with general office administration as required.

The Qualifications We Seek

· Experience working with an Australian mortgage broker as a loan processor for at least 2 years handling the end-to-end loan process.

· Clear understanding of the different home loan products, investment loan products and interest rate types in Australia and can complete pricing based on the loan purpose, loan amount and LVR.

· Experienced and confident in using Apply Online and CoreLogic Property Hub.

· Strong written and spoken English communication and confidence to speak with customers, lenders and BDM’s.

· Excellent understanding of Microsoft Office (Excel, Word, Outlook)

· Highly organised with the ability to work autonomously and prioritise work

· Outstanding attention to detail

· Ability to learn quickly from mistakes and confidence to ask questions when they don’t understand something.