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The Loan Processor manages the full lifecycle of loan files, from initial setup and application building to formal approval and settlement. They also provide administrative support, maintain CRM records, and ensure compliance across all loan documentation.
Join a fast-growing Australian mortgage brokerage that helps young professionals achieve their property goals, working fully remotely within a high-performing team. This role offers a genuine pathway into a senior offshore management position for the right person.
Role Summary
The Loan Processor owns loan files across the full lifecycle, from file setup and Fact Find review through application build, formal approval and settlement. Day to day, you will build accurate applications in Salestrekker and ApplyOnline following a detailed handover from the Senior Credit Assessor, complete compliance checklists on every deal and keep clients, lenders, solicitors and conveyancers moving towards settlement. You will also support the Head Broker and Senior Credit Assessor with document management, CRM maintenance and periodic repricing of the loan book. The ideal person is proactive, detail focused and takes genuine ownership, with a get the job done attitude and a hunger to grow with the business.
Key Responsibilities
Set up new client files and OneDrive folders, review Fact Finds and supporting documents, identify gaps and contact clients promptly to obtain outstanding information.
Build accurate loan applications in Salestrekker and ApplyOnline following a detailed handover from the Senior Credit Assessor, understanding each deal and flagging potential red flags rather than simply entering data.
Complete a comprehensive compliance checklist as part of every deal build to ensure each application meets compliance standards.
Turn around standard deal builds promptly and accurately, completing up to three high-quality builds per day during busy periods.
Manage formally approved applications through to settlement, liaising with clients, lenders, solicitors and conveyancers.
Follow up outstanding settlement conditions, monitor deadlines and escalate potential delays early.
Maintain accurate CRM records and keep every file updated throughout the loan lifecycle.
Assist with document management, CRM maintenance and periodic repricing of the loan book.
Provide general administrative support to the Head Broker and Senior Credit Assessor.
What We Are Looking For
At least three years' experience in the Australian mortgage industry as a loan processor, virtual assistant or mortgage support professional.
Strong experience across loan processing, settlements and mortgage administration, ideally gained in a high-performing, high-volume brokerage.
Experience using Salestrekker or a similar mortgage CRM, with Salestrekker experience highly regarded.
Highly organised and task oriented, motivated by completing checklists accurately and efficiently.
Exceptional attention to detail, consistently producing accurate work.
Works effectively both independently and as part of a team, with a willingness to learn and continually improve.
Excellent written and spoken English.
Demonstrated employment stability, with a preference for candidates who have remained with previous employers for approximately two years or more.
A genuine interest in establishing a long-term career within the business and growing alongside the team.
Requirements
Stable work-from-home setup (reliable internet, laptop/desktop, quiet workspace)
Proactive attitude, able to follow up clients, lenders, and third parties without being prompted
Available to work Australian business hours
Benefits
Full-time, work-from-home
Long-term, stable role with a genuine pathway into senior offshore management
Training and support provided
Join a high-performing, supportive team with clear processes and a detailed handover on every deal
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