Mortgage Loan Processing Specialist

Job Summary:

We're on the hunt for a detail-oriented Mortgage Loan Processing Specialist to support a growing mortgage broking business. You'll take client scenarios from initial file handover through to loan submission - researching lender options, running servicing calculations, preparing loan recommendation summaries, and managing document collection. The right person has hands‑on lending or loan processing experience, takes initiative instead of waiting for instructions, and writes clearly to clients and lenders.

Key Responsibilities:

• Review new client files, supporting documents, and scenario summaries supplied by the broker

• Research and compare lender products to find the best-fit loan options for each client's situation

• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders

• Prepare clear written loan option summaries and recommendations for broker review before they reach the client

• Complete accurate data entry and lodge loan applications in the CRM system

• Collect required documents from clients by email, keeping the broker copied on all correspondence

• Chase outstanding documents and information to keep applications moving

• Support credit assessment and valuation requirements through to submission

• Keep digital client files and application records organized and current

• Share ideas and suggest improvements to existing processes and workflows

Mandatory Skills:

• Minimum 1-2 years of experience in loan processing, mortgage brokerage support, or lending operations

• Solid understanding of the end-to-end loan process: document collection, credit assessment, valuations, and submission

• Experience running servicing calculations and comparing lender products

• Ability to prepare written loan summaries and recommendations

• Confident with CRM and system data entry, and quick to learn new platforms

• Excellent written English for professional client-facing email communication

• High attention to detail and accuracy with financial documents and figures

• Proactive and self-starting - able to take a file and run with it without step-by-step instructions

• Dependable, careful, and able to work unsupervised

• Strong communication skills

Preferred Skills:

• Experience supporting Australian mortgage brokers or familiarity with Australian lenders and lending policy

• Background in banking, financial services, or credit

• Familiarity with broker CRM platforms and lender servicing calculators

• Experience handling multiple active loan files at once

• Comfortable suggesting better ways of working and improving existing workflows

Why Join Us:

This is an opportunity to join a small, close‑knit team where your work has a direct, visible impact on the business. You'll work alongside an experienced finance professional who values initiative, shares knowledge openly, and welcomes new ideas from everyone on the team. There's real room to grow, with the role expanding as the business does.