Australian Mortgage Processor
2 weeks ago
We are seeking a skilled Loan Processing professional to join our team.
This role involves managing pre-credit loan processing tasks, including retention pricing, valuations, data entry, and post-settlement support. The ideal candidate will have expertise in Australian mortgage processes and a strong attention to detail.
About the Role- Conduct retention pricing of existing client book
- Prepare servicing calculators for brokers
- Send welcome emails and initial data requests to new clients
- Enter data for new clients and update existing client records
- Request, index, and organize supporting documents, identifying missing items
- Request pricing discounts from lenders and order valuations
- Organize property reports and prepare broker tools like Quickli, strategy sheets, and loan options mud maps
- Draft lender application notes and support brokers with lender option prep
- Call lenders for updates and assist with post-settlement loan account summaries
- Prepare detailed post-settlement breakdowns for clients
- Assist in preparing and managing discharge forms for settlements
- Minimum 1 year of experience in Australian mortgage loan processing (pre- or post-settlement)
- Familiarity with pricing and valuation processes
- Exposure to CRM platforms such as Mercury, FLEX, SalesTrekker, or Symmetry
- Highly organized with strong attention to detail
- Excellent written and verbal communication skills
- Resourceful, commercially minded, and eager to learn
- Bachelor's or College Degree (any field)
- A team player who learns quickly, communicates clearly, and follows through
- Exercises sound judgment and takes ownership of tasks
- Competitive Salary Package
- Permanent WFH arrangement
- Day 1 HMO coverage with free dependent
- Salary Advance Program
- Unlimited upskilling through Emapta Academy courses
- Free access to office gyms
- Exclusive Lifestyle perks
- Unlimited opportunities for employee referral incentives
- Total of 20 annual leaves
- Mentorship and exposure to global leaders
We are a dynamic Australian mortgage brokerage dedicated to helping clients secure the best property finance solutions. Our innovative approach and customer-first service guide individuals and families through the complexities of loan applications with precision and care.
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