AU Loan Processor professional

Job highlights

• Liaise with brokers,lenders,and clients to obtain,verify,and manage all required documentation

• Experience using Infynity CRM and aggregator platforms such as Finsure

• Provide comprehensive administrative support to the Mortgage Broker as required

• Minimum of 5 years experience as a Loan Processor

• 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 5 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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.