Loan Processor (Australian Mortgage) - 198

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

ABOUT THE COMPANY

The client is a premier, client-focused mortgage brokerage headquartered in the Sutherland Shire, New South Wales, serving families and individuals across Australia. Operating as a trusted partner in the residential finance sector, the firm specializes in navigating the complexities of the mortgage market to deliver tailored lending solutions. With a core expertise in mortgage comparison, loan pre-approval, and strategic refinancing, the company leverages a robust network of over 30 lenders to ensure clients secure competitive rates and structures that align with their long-term financial goals.

OVERVIEW

We are looking for a detail-oriented Loan Processor who can drive every deal from fact find through to settlement without broker involvement.

RESPONSIBILITIES

• Client Onboarding: Send fact find and document requests
• Document Collection: Chase and verify all required documents
• CRM Management: Maintain Broker Engine records and pipeline
• Application Prep: Data entry and submission notes
• Client Communication : Provide updates and follow-ups
• Submission: Lodge deals with lenders
• Lender Management: Follow-ups and conditions management
• Settlement: Coordinate files through to completion
• Pricing & Valuations: Run pricing requests and order valuations
• Dropbox & Files: Manage Dropbox and document organisation

Requirements

QUALIFICATIONS

Proficient in Broker Engine — required, used daily for CRM, pipeline management and AOL lodgement

AOL proficiency to a high standard — must be able to lodge and manage applications independently without broker oversight

Exposure to NMB aggregator compliance software advantageous (niche system, rare but valued)

Credit awareness without being a credit analyst — able to identify red flags such as payslips missing YTD figures, bank statements outside acceptable age, or other document issues

Highly organised with ownership of the pipeline — proactively keeps all files moving through stages without being prompted

Capacity to lodge 1–2 applications per day (CRM and AOL) while managing all WIP files concurrently

Excellent communication skills — liaises with bank assessors for MIRs, chases documents from clients, provides status updates, and coordinates with conveyancers on settlement matters

Proactive problem-solver — anticipates issues and acts to keep deals progressing

Attention to detail — broker should not need to check work before submission

Strong time management — able to juggle and prioritise multiple files simultaneously

Process-driven approach to file management

Personable and client-centric — comfortable dealing with clients and bank contacts

Experience working independently with minimal supervision

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