Loan Specialist

About the Role:

This is an exceptional opportunity to join a fast-growing business as a Mortgage Operations Specialist. In this role, you will be responsible for managing loan applications, processing and submitting mortgage applications with attention to detail, and coordinating with clients, lenders, solicitors, conveyancers, and various third parties.

Key Responsibilities:

• Application Processing & Submission:
  • Process and submit mortgage applications prepared by the strategy team with exceptional attention to detail
  • Start with simpler refinance applications and progress to complex purchase scenarios under guidance
  • Manage application workflows using Broker Engine and Apply Online platforms
  • Coordinate with clients, lenders, solicitors, conveyancers, and various third parties
  • Handle discharge processes with outgoing lenders and manage settlement coordination
• MIR Management & Problem Resolution:
  • Respond to lender MIRs (More Information Required) initially with strategy team support
  • Develop autonomy in handling routine MIR responses as experience grows
  • Collaborate with Andrew and strategy team on complex scenarios requiring expert input
  • Learn to anticipate and prevent common application issues through systematic approaches
  • Track and resolve application bottlenecks to maintain smooth processing timelines
• Systematic Process Execution:
  • Follow proven systematic approaches to ensure consistent, high-quality outcomes
  • Utilize comprehensive template databases and organizational frameworks
  • Maintain meticulous documentation and compliance audit trails
  • Execute proactive client communication protocols that support our brand
  • Contribute feedback on process improvements and efficiency opportunities
• Professional Development & Growth:
  • Learn from Senior Loan Processor's systematic methodologies and industry expertise
  • Participate in lender training sessions and industry development programs
  • Build relationships with key lenders and understand their specific requirements
  • Develop specialized knowledge in complex application types (SMSF, commercial, etc.)
  • Contribute to team knowledge sharing and continuous improvement initiatives

Requirements:

• Essential Qualities:
  • Systematic mindset: You naturally organize work, follow processes methodically, and take detailed notes
  • Autonomous learner: You proactively seek solutions and reduce dependency on others over time
  • Quality focus: You take pride in accuracy and thoroughness rather than just speed
  • Exceptional communication: Strong written English for professional client and stakeholder interaction
  • Growth oriented: You're ambitious about developing expertise and taking on increasing responsibility
• Experience Requirements:
  • Mortgage processing experience preferred but exceptional candidates new to the industry will be considered
  • Understanding of Australian lending landscape (basic knowledge acceptable, comprehensive training provided)
  • Proficiency with Apply Online or similar platforms (training provided for specific systems)
  • Administrative or customer service background demonstrating attention to detail and client focus
  • Technology comfort for learning new systems and optimizing digital workflows
• Personal Attributes:
  • Natural problem-solver who identifies issues early and proposes solutions
  • Comfortable working with offshore team coordination and Australian business hours
  • Resilient under pressure with ability to manage competing priorities
  • Collaborative team player who also works effectively independently
  • Continuous improvement mindset with openness to feedback and coaching

Work Arrangement & Expectations:

• This is a remote role that will be set up as Employer of Record (EOR)
• To ensure alignment and transparency, successful candidates will be expected to:
  • Be available for meetings and collaboration during core 9:00 AM – 5:00 PM AEST
  • Disclose any existing ongoing roles or client work
  • Reflect this engagement on LinkedIn profile

About the Business:

A boutique advisory firm focused on helping professional service businesses navigate complex lending needs takes a highly strategic approach to structuring debt, offering solutions that go well beyond standard lending services.

Career Progression:

• 90-day pathway to full capacity and autonomy
• Potential advancement to Senior Mortgage Operations Specialist role
• Alternative career paths in settlements management, compliance, or specialized processing
• Professional development support and industry certification opportunities

Growth & Impact:

• Join a fast-growing business with ambitious scaling goals
• Your systematic excellence directly contributes to client satisfaction and business success
• Opportunity to help establish new industry standards for mortgage processing quality
• Potential for increased responsibility and specialized expertise development