Loan Process Coordinator

We are seeking an experienced Loan Process Coordinator to join our team. In this role, you will be responsible for supporting mortgage brokers through administrative excellence, efficient loan processing, and seamless client coordination.

The ideal candidate will have a proven background in mortgage documentation, compliance, and lender communication, ensuring every step of the loan process runs smoothly.

This is an excellent opportunity for someone who thrives in a fast-paced environment, is highly organized, and is committed to delivering exceptional client service.

• Loan Application Support & Processing

• Assist in gathering and verifying client documents (e.g., income statements, credit reports, bank statements).

• Prepare and submit loan applications to lenders, ensuring accuracy and compliance.

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

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

  • Client & Lender Communication

  • Serve 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, assisting with any concerns or questions.

    • Compliance & Documentation

    • Ensure all documentation is complete and compliant with regulatory and lender guidelines.

    • 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

      • Schedule appointments and manage the mortgage broker's calendar.

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

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

      Requirements

      • A minimum of 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.

      • A 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).

      
      Benefits

This role offers a unique opportunity to work with a dynamic team and contribute to the success of our organization.

We are committed to providing a supportive and collaborative work environment that fosters growth and development.

In return for your hard work and dedication, we offer a competitive salary package and opportunities for professional growth and advancement.

Please note that this is a [Full-Time] position, and the successful candidate will be required to work [AEST/ACST] hours.

If you are a motivated and experienced professional looking for a new challenge, please submit your application.