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The role involves managing the end-to-end loan file process from packaging and submission to settlement and ongoing maintenance. It also requires coordinating with lenders, managing compliance, and providing administrative support to brokers.
Excellent opportunity to grow your career remotely within an Australian mortgage broking firm. Join a supportive company with a clear pathway to a manager position!
Primary Responsibilities
This role owns the loan file from packaging and submission through to settlement and the post-settlement and ongoing maintenance cycle. The role packages and submits applications in AOL across all structures, manages admin-side requests during assessment, drives doc sign-up, coordinates settlement and confirms funds and account setup land correctly. It carries the ongoing repricing cycle across the whole book. The role sits between the submissions function and the credit officer, with credit-critical decisions and final calls escalating to the Director. It is built to grow into an operations manager position.
Key Responsibilities
Assist brokers in reviewing and preparing loan applications
Collect and verify necessary documentation from clients and third parties
Ordering valuations and pricing requests with lenders
Package and input applications into AOL accurately across all structures, including company, trust, SMSF and self-employed
Communicate with lenders to monitor application status and expedite approvals
Respond to client inquiries and provide timely updates on application progress
Maintain compliance with industry regulations and company policies
Support the team with administrative tasks related to loan processing as required
Conduct post settlement check-ins with clients
What We Are Looking For
At least 2 years' experience in an Australian mortgage broking support role required
Clear understanding of the submission-to-settlement file journey in a brokerage
Strong attention to detail and ability to work under pressure
Excellent organisational and time management skills
Strong written and verbal communication skills
Ability to work collaboratively within a team environment
Ability to package and submit applications in AOL accurately and independently, including company, trust, SMSF and self-employed structures
Working knowledge of Mercury, including compliance use
Understanding of Australian mortgage processes and lender requirements
Experience coordinating discharges and payouts on refinance files
Leadership instincts, with capacity to grow into an operations manager role
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
Benefits
Full-time, work-from-home
Stable long-term role with an Australian client looking to progress this role into management
Training and support provided
Clear processes and a professional team to work with
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