Mortgage Loan Support Specialist
6 days ago
This is a high-volume, fast-paced role that requires the ideal candidate to be highly organized and client-focused with strong experience in supporting mortgage brokers.
About the Role- Loan Application Support & Processing: Assist in gathering and verifying client documents, prepare and submit loan applications to lenders, and follow up with banks, lenders, and clients to track loan progress.
- Client & Lender Communication: Serve as the primary point of contact for clients, answer inquiries, provide updates, and coordinate with lenders, underwriters, and settlement agents.
- Compliance & Documentation: Ensure all documentation is complete and compliant with regulatory and lender guidelines, conduct preliminary assessments to determine client eligibility, and stay up-to-date with industry regulations.
- Administrative & Support Tasks: Schedule appointments, manage the mortgage broker's calendar, prepare and send loan estimates, disclosures, and follow-up emails, and assist in marketing efforts.
- Minimum 4+ years of hands-on 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.
- 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.
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