Australian Loan Processor -151

The client is a premier Australian mortgage brokerage with a strong operational presence in Queensland and Victoria, serving clients nationwide. Founded on over two decades of industry expertise, the firm specializes in a comprehensive suite of financial services, including residential home loans, investment lending, refinancing, and first-home buyer guidance. Positioned as a high-level professional resource similar to a solicitor or financial planner, the company is dedicated to making the lending market straightforward and accessible. By leveraging a broad network of lenders and prioritizing transparency, they focus on delivering tailored outcomes that provide clients with long-term financial peace of mind.

**OVERVIEW **:

As a **Loan Processor **, you will play a critical role in bridging the gap between client aspirations and successful loan settlements. You will act as a high-level professional resource, ensuring that every application is handled with the same precision and care as a legal or financial planning firm. This is an opportunity to join a high-growth, remote-first team that values transparency, industry expertise, and a "client-first" mentality.

**RESPONSIBILITIES **:

**Loan Processing & File Management **:

• Manage loan applications through various stages of the process

• Assist with preparing and lodging applications via:

  • Connective
  • Mercury Nexus

• Ensure all files are complete, accurate, and ready for submission

• Maintain clean and organised file structures

**Document Collection & Organisation **:

• Request and follow up on required documents from clients
• Understand which documents are required for different lenders
• Ensure all documents are correctly named and stored consistently
• Identify missing or incorrect documents before submission

**Task Management & Prioritisation **:

• Manage multiple files and tasks simultaneously
• Prioritise urgent files vs non-urgent files effectively
• Follow structured workflows while also adapting to ad hoc requests
• Ensure no tasks or follow-ups are missed

**Client & Lender Communication **:

• Communicate with clients via email to request documents and provide updates
• Follow up outstanding items in a professional and friendly manner
• Assist in following up lenders for application updates

**Support to Credit Analysts **:

• Assist credit analysts with:

  • Document collection
  • Lender follow-ups
  • File preparation

• Help maintain workflow efficiency across the team

**Additional Responsibilities **:

• Conduct yearly client reviews
• Order and review property valuations using CoreLogic RP Data
• Assist with general admin and ad hoc tasks as required
• Follow internal processes while also applying initiative when need

Requirements

**Essential Experience **:

• Minimum 1–2 years loan processing experience using:

  • Connective
  • Mercury Nexus

• Additional 1–2 years experience in the Australian mortgage or lending industry

(broker, lender, or bank experience)

**Technical Skills **:

• Strong understanding of:

  • Loan application process
  • Required documents for mortgage applications
  • File structuring and document naming

• Ability to follow and execute processes accurately

• Strong organisational and task management skills

**Work Style & Expectations **:

• Ability to work both:

  • Task-driven (structured workflows)
  • Ad hoc (responsive to urgent instructions)

• Strong ability to prioritise workload effectively

• Able to create personal systems/processes to ensure tasks are not missed

**Communication Skills **:

• Excellent written English (clear, professional emails)
• Strong communication when following up clients and lenders
• Friendly, positive, and approachable tone

**Personal Attributes **:

• High attention to detail (critical for compliance and accuracy)
• Proactive and reliable
• Friendly, bubbly, and enthusiastic personality
• Strong work ethic and willingness to help the team
• Takes pride in presentation and professionalism

**What Success Looks Like **:

• Files are well-organised and submission-ready
• Minimal missing documents or errors
• Fast and consistent follow-ups with clients and lenders
• Strong support to brokers and credit analysts
• High compliance standards maintained
• Ability to handle both structured tasks and urgent requests seamlessly