Loan Processor

Loan Processor
A Queensland-based Australian mortgage brokerage dedicated to simplifying the home loan process for clients is seeking an experienced Loan Processor to support the end-to-end processing of loan applications, working closely with brokers, lenders, and clients to ensure a seamless and efficient experience from initial submission through to settlement.

Part-time: 20 hours/week (can transition to more hours)
Work Set-Up: Fully remote, Independent Contractor
Work Hours: AEST
Monthly Salary: $560-800 

What You'll Be Doing:

• Prepare, review, and process loan applications from initial submission through to settlement.
• Liaise with brokers, lenders, and clients to obtain, verify, and manage all required documentation.
• Accurately input and maintain client records within Infynity CRM and associated platforms (Trello, Microsoft Teams, WhatsApp).
• Monitor application progress, proactively follow up on outstanding requirements, and ensure compliance with lender policies and guidelines.
• Coordinate submissions and manage processes through aggregator platforms, including Finsure.
• Identify potential issues early in the application process and take initiative to implement timely solutions.
• Provide comprehensive administrative support to the Mortgage Broker as required.
• Prepare and manage compliance documentation, ensuring all files meet regulatory and internal standards.
• Follow up with clients to obtain missing documents, signatures, and additional information in a timely manner.
• Track critical dates and deadlines to ensure smooth and efficient settlements.
• Conduct data entry, valuations, loan processing, credit input, and preliminary credit analysis.
• Maintain strict confidentiality of sensitive client and financial information at all times.

Who You Are: 

• Minimum of 2 years’ experience as a Loan Processor.
• Proactive mindset with the ability to take ownership, work independently, and problem-solve effectively.
• Excellent written and verbal English communication skills.
• Strong attention to detail with exceptional organisational and time-management abilities.
• Comfortable using cloud-based systems, CRMs, and digital collaboration tools.
• Self-motivated and confident in taking initiative rather than simply following instructions.
• Demonstrated eagerness to learn and upskill, particularly in credit analysis.
• Strong work ethic with a commitment to going above and beyond to achieve team outcomes.

Preferred Qualifications:

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

Recruitment Process:

• Initial Interview 
• Client Interview
• Offer and Onboarding