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Wingman Group PTY LTD

Posted 9 days ago

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Loan Processor - ansmt

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AI Summary

Mortgage Loan ProcessorπŸ“ Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment.Are you detail-oriented, organised, and passionate about helping clients through the loan process?

About this role

Mortgage Loan Processor

πŸ“ Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment.

Are you detail-oriented, organised, and passionate about helping clients through the loan process? We’re looking for a skilled Mortgage Loan Processor to join our team and ensure smooth, accurate, and timely loan submissions from application through settlement.

What You’ll Do:

πŸ“„ Document Management

  • Send document checklists to clients

  • Follow up on missing or incomplete requirements

  • Verify the accuracy and validity of documents

πŸ’° Lender Pricing & Proposal Preparation

  • Complete lender pricing requests

  • Order valuations when needed

  • Review lender policies to ensure accurate loan structuring

  • Prepare high-quality credit proposals

πŸ“₯ Data Entry & Loan Submission

  • Enter client and loan data into CRM and lender portals

  • Upload all supporting documentation

  • Submit the full loan application to the lender

πŸ”„ Managing Conditions & Client Follow-ups

  • Gather outstanding documents to satisfy lender conditions

  • Coordinate closely with clients to ensure timely completion

  • Present final files for broker review before re-submission

🏑 Valuation Coordination

  • Order valuations (if not done earlier)

  • Follow up on valuation progress and address any valuation concerns

βœ”οΈ Formal Approval & Settlement Prep

  • Communicate formal approval updates to both broker and client

  • Assist in preparing the file for the settlement stage

Requirements

Skills & Competencies:

  • Strong experience or background in SalesTrekker (SalesTrekker proficiency is a big advantage!)

  • High attention to detail and excellent follow-through

  • Strong communication and coordination skills

  • Ability to thrive in a fast-paced, client-focused environment

Technical Requirements:

  • Equipment is self-provided

  • USB Headset with Noise Cancellation feature

  • Working Webcam

  • Computer with at least 1.5 GHz processor and at least 8GB RAM

  • Main Internet Service Speed: at least 50 Mbps cable connection

  • Backup Internet Service Speed: at least 25 Mbps

  • Dual Monitor

Contractor Perks & Rewards:

  • 20 Paid Time Off

  • Referral Bonus – 70 AUD per successful referral to the Wingman platform (paid at 1st month mark with a client contract).

  • Annual Trip – connect with the broader Wingman community in person.

  • Dedicated Support Contact (CSM) – someone to help you succeed and stay connected.

  • Access to a Network – collaborate with fellow contractors and onshore specialists.

  • Opportunities to Upskill – optional sessions, peer learning, and developmental pathways.

  • More Work, More Opportunity – potential for additional contracts, Statements of Work, or expanded workloads.

  • High-Impact Projects – work alongside top-tier Australian partners on meaningful assignments.

  • Flexibility First – deliver your work in your way, with full autonomy on how you achieve outcomes.

  • Advisory Support – HR, Tax, and setup guidance available to make contracting seamless.

  • 100% Work-From-Home Contracts – all engagements designed for remote delivery.

Pre-engagement requirements for Independent Contractors:

  • BIR as you are a contractor (Required to submit any contributions required by the government.)

  • NBI or Police Clearance

  • Any Government-issued ID

Please note:

Only qualified candidates will be invited for an interview.

Only qualified candidates will be invited for an interview.

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