Mortgage Loan Processor

We are currently seeking an experienced Mortgage Loan Processor with strong experience in Australian residential mortgage processing and a solid understanding of lender submission and serviceability requirements. The ideal candidate will manage loan files from application through to settlement for a mortgage broking business. Experience with Salestrekker and an Australian aggregator platform such as Yellow Brick Road is essential, and exposure to asset finance is a bonus. Australian loan processing experience is essential.

Responsibilities:

• Process residential mortgage applications from initial fact find through to approval and settlement

• Assess PAYG and self-employed income, including financial statements, tax returns and ATO notices of assessment

• Complete serviceability calculations and identify suitable lender options for review by the broker

• Prepare complete, accurate loan files and supporting documentation for lender submission

• Lodge applications to lenders through the Yellow Brick Road aggregator platform

• Chase outstanding documents and information from clients, accountants and other parties

• Liaise with lenders, BDMs and credit assessors to resolve conditions and progress approvals

• Track applications, conditions and key dates through to settlement

• Maintain accurate client records, notes and pipeline updates in Salestrekker

• Assist with asset finance applications as required

• Ensure files meet lender, aggregator and responsible lending compliance requirements

• Provide regular status updates to the broker and clients

Qualifications:

• Relevant qualification in Finance, Business or Mortgage Broking (such as a Certificate IV or Diploma in Finance and Mortgage Broking) is advantageous

• Mid to senior level loan processing experience within the Australian mortgage broking industry (mandatory)

• Strong experience assessing self-employed and PAYG income and serviceability (mandatory)

• Proven experience preparing loan files and lender submissions

• Hands-on experience with Salestrekker CRM (mandatory)

• Experience with the Yellow Brick Road aggregator or a similar Australian aggregator platform (mandatory)

• Experience with Connective is advantageous

• Asset finance processing experience is advantageous but not essential

• Sound understanding of Australian lender policies and responsible lending obligations

• High attention to detail with strong organizational and time management skills

• Ability to work independently in a remote environment

• Strong communication skills for coordinating with clients, lenders and internal teams

Benefits

• 100% remote work.
• Competitive AUD remuneration package.
• Access to cutting-edge technology to enhance your performance.
• Regular training and professional development opportunities.

Only shortlisted candidates will be contacted for further evaluation.

Teams Squared is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.