
Loan Expert
1 day ago
We are seeking a detail-oriented and ambitious Loan Specialist to join our growing operations team. This role offers an exceptional opportunity to learn from industry-leading systematic processes while building a career in premium mortgage services.
As a Loan Specialist, you will be responsible for managing 10-15 applications monthly and progressing to full capacity (40+ applications) within 90 days. You will work closely with our Senior Loan Specialist and Strategy team to develop expertise across all application types while contributing to the systematic excellence that sets us apart from traditional mortgage brokers.
This role is perfect for someone who thrives on systematic approaches, values continuous learning, and wants to build a career with clear progression opportunities in a fast-growing, premium mortgage advisory business.
Key Responsibilities:
- Process and submit mortgage applications prepared by our 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
Requirements
Skills and Qualifications:
- 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
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