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Wingman Group PTY LTD logo

Posted 1 month ago

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Loan Processor - ansmt

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AI Summary

A Mortgage Loan Processor coordinates loan applications, manages documentation, prepares credit proposals, and liaises with underwriters and clients to ensure accurate, timely loan submissions through to settlement.

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.

Skills

CRMDual-monitor SetupHigh-speed InternetMicrosoft WindowsSalestrekkerUSB Headset With Noise CancellationWebcam

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