Senior Loan Support Specialist

Mortgage loan support specialists play a vital role in helping mortgage brokers and clients navigate the entire loan process. This position requires strong administrative skills, effective communication, and attention to detail.

We are seeking an experienced professional with a proven track record in Australian mortgage broking support or back-office loan processing. The ideal candidate will have a minimum of 4 years of hands-on experience in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.

• Loan Application Support & Processing

  Support the collection and verification of client documents (e.g., income statements, credit reports, bank statements).

• Prepare and submit accurate loan applications to lenders, ensuring compliance with regulatory guidelines.

• Follow up with banks, lenders, and clients to track loan progress and request additional information if needed.

• Manage an organized CRM system with updated loan statuses and client records.

  • Client & Lender Communication

    Act as the primary point of contact for clients, answering inquiries and providing updates.

  • Coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals.

  • Educate clients on the mortgage process, addressing concerns and questions.

    • Compliance & Documentation

      Ensure all documentation is complete and compliant with industry regulations.

    • Conduct preliminary assessments to determine client eligibility and loan options.

    • Stay up-to-date with industry regulations and lending policies to maintain compliance.

      • Administrative & Support Tasks

        Manage the mortgage broker's schedule and appointments.

      • Prepare and send loan estimates, disclosures, and follow-up emails.

      • Assist in marketing efforts, such as updating client databases, newsletters, and social media.

      Requirements
      

      • Minimum 4+ years of experience in Australian mortgage broking support or back-office loan processing.

      • Solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.

      • Experienced in handling full loan life cycle – from document collection and compliance checks to settlement coordination.

      • Familiar with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.

      • Strong command of Microsoft Office Suite and cloud collaboration tools (e.g., Google Workspace, Dropbox).

      • Confident navigating VOIP tools like Zoom Phone, RingCentral, or 3CX for client and lender communication.

      • Proven ability to conduct preliminary assessments and identify loan options based on income and financial documentation.

      • Exceptional document management skills with high attention to detail and accuracy.

      • Strong follow-up processes to ensure timely responses from lenders, clients, and third parties.

      • Fluent in professional English (written and verbal) with the ability to communicate confidently with Australian clients and stakeholders.

      • Friendly, client-focused, and capable of managing expectations with care and clarity.

      • Able to build rapport, explain mortgage processes simply, and manage multiple active loan files.

      • Reliable high-speed internet with backup connection.

      • Quiet home office environment conducive to professional communication and confidentiality.

      • Availability to work AEST/ACST hours (aligned with South Australia business times).

      • Bachelor's degree in Finance, Business Administration, Accounting, or a related field (preferred but not essential with strong industry experience).

      
      

This role is perfect for someone who thrives in a fast-paced environment, is highly organized, and committed to delivering exceptional client service. If you are passionate about supporting mortgage brokers and clients in achieving their financial goals, we encourage you to apply.