Loan Processor - Australia

Join a growing Sydney-based mortgage broking firm in a fully remote role with a supportive team and a genuine long-term career path as the business scales.

Role Summary

This role owns loan files end to end, from application preparation through to settlement and post-settlement care, keeping every deal moving, every document accurate and every client updated along the way. Day to day, that means preparing and packaging application documents, ordering valuations and pricing, responding to lender requests, liaising with BDMs and lenders, and managing settlements and post-settlement rate reviews. You will keep the CRM accurate across every file and act as a reliable point of contact for lenders and clients alike. The ideal person is meticulous, proactive and switched on, someone who takes real ownership of their files and thinks ahead rather than waiting to be told, with room to grow alongside the business as it scales.

Key Responsibilities

• Prepare, package and lodge loan applications, ensuring supporting documents are complete, accurately named and correctly filed

• Order and follow up valuations, pricing requests and lender discounts

• Respond to lender requests for further information promptly, keeping deals moving through assessment

• Liaise directly with lenders and BDMs to workshop scenarios, follow up applications and push deals through to approval

• Draft and send client emails and updates throughout the loan process, from application through to settlement

• Coordinate settlements, including document preparation and follow-ups, so nothing falls through the cracks

• Handle post-settlement tasks including rate checks, repricing and ongoing client care

• Keep the CRM accurate and up to date across every file

• Proactively flag issues, follow-ups and improvements rather than waiting to be asked

What We Are Looking For

• Previous experience as a Loan Processor or in loan administration within an Australian mortgage broking business

• A sound understanding of the end-to-end loan process, from application preparation through to settlement and post-settlement reviews

• Exceptional attention to detail, with a track record of accurate work that does not need to be rechecked

• Experience with MyCRM is highly regarded, but strong candidates with experience in other broker CRMs will absolutely be considered as the skills are very transferable

• An understanding of practical AI usage, with examples of how you have applied it, such as knowing how to prompt and communicate with AI effectively, and creating structure or processes using AI skills, agents and MD files

• Confident communicating with lenders and BDMs, comfortable following up and workshopping deals directly

• Excellent written and spoken English

• Genuinely proactive with strong critical thinking, someone who takes ownership of their files and thinks beyond the task in front of them

• 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)

• Able to work Australian business hours

• Proactive attitude, able to follow up clients, lenders, and third parties without being prompted

Benefits

• Full-time, work-from-home

• Long-term role with a genuine career path as the business scales

• Training and support provided

• Supportive team with clear processes and direct access to brokers