AU Loan Processor
1 day ago
Overview:
We are seeking a detail-oriented and experienced AU Loan Processor to join our team on a full-time basis. The ideal candidate will be responsible for efficiently processing loan applications for Australian clients while ensuring accuracy, compliance, and excellent customer service throughout the loan workflow.
This role requires strong attention to detail, the ability to manage multiple tasks, and deep familiarity with Australian mortgage processes and systems.
Key Responsibilities:
- Process loan applications for Australian clients in a timely and accurate manner
- Review, verify, and analyze financial documents
- Handle customer service inquiries related to loan progress and requirements
- Perform data entry and maintain accurate documentation
- Use MyCRM to manage loan files and track progress
- Order valuations and assist in pricing loan scenarios
- Work with tools such as Quickli and servicing calculators
- Process SMSF, self-employed, and trust applications
- Collaborate with brokers, lenders, and clients to ensure smooth loan processing
- Ensure compliance with lending policies and industry regulations
Required skills:
- Providing excellent customer service throughout the loan process
- Entering data accurately and efficiently
- Managing and organizing loan documentation
- Reviewing and analyzing financial documents
- Using MyCRM to manage and track loan applications
- Ordering property valuations as part of the assessment process
- Assisting with loan pricing and scenario preparation
- Using Quickli for lender policy checks and servicing
- Processing SMSF loan applications
- Handling self-employed borrower applications
- Processing trust-based loan applications
- Using a servicing calculator to assess borrower capacity
Must-Have Qualifications:
- Proven experience in loan processing (Australian mortgage experience preferred)
- Strong understanding of financial documents
- 3–5 years of experience using MyCRM
Preferred Qualifications:
- Familiarity with other loan processing or mortgage software
- Strong organizational and time-management skills
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