Mortgage Loan Coordinator

This role involves 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.

We are seeking a skilled professional to support our mortgage broking team in a key role that requires strong experience in Australian mortgage broking support or back-office loan processing.

• 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

      • 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 (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 clients and stakeholders.

      • Able to build rapport, explain mortgage processes simply, and manage multiple active loan files.

      • Reliable high-speed internet with backup connection.

      • Quiet home office environment conducive to professional communication and confidentiality.

      • Availability to work AEST/ACST hours.

      • Bachelor's degree in Finance, Business Administration, Accounting, or a related field (preferred but not essential with strong industry experience).

      
      

This role offers an exciting opportunity to join our team and contribute to the success of our mortgage broking business.

If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.

We offer a competitive remuneration package, including salary, superannuation, and other benefits.

We also provide ongoing training and development opportunities to help you grow your skills and advance your career.

Our company culture values teamwork, integrity, and customer service, and we strive to create a positive and supportive work environment for all employees.