Offer summary

Qualifications:

At least 2 years of experience in loan processing or mortgage broking., Experience with Australian clients/businesses is required., Proficient in MYCRM or similar CRM systems., Strong attention to detail and communication skills..

Key responsabilities:

Manage incoming leads and client follow-ups.

Collect and verify necessary paperwork for mortgage applications.

Job description

This is a remote position.

Job Overview

Join our dynamic team that values collaboration, integrity, and excellence as an AU Mortgage Broker Support Officer/Loan Processor. In this role, you’ll play a key part in facilitating the mortgage application process from start to finish, ensuring accuracy and efficiency throughout. This is a fantastic opportunity to grow in a fast-paced, supportive environment while contributing directly to our success and customer satisfaction.

Job Description

As an AU Mortgage Broker Support Officer/Loan Processor, you will be responsible for:

Lead Management: Managing incoming leads and client follow-ups to ensure proper documentation and data collection.
Gathering Supporting Documents: Collecting and verifying necessary paperwork to support mortgage applications.
Client File Setup: Organizing and preparing client files for processing.
Document Packaging and Validation: Compiling and validating client documentation to ensure accuracy and completeness.
Client Follow-Up: Completing client details through follow-up calls/emails if information is missing or incomplete.
Pricing and Valuation Requests: Processing pricing and valuation requests as part of loan applications.
CRM Data Entry: Managing client data in the MYCRM system, ensuring accurate and up-to-date records.
Application Submission: Uploading supporting documents and submitting loan applications via online portals.
Lender Follow-Up: Following up with lenders regarding application progress and additional documentation requests.
Client Communication: Providing clients with updates on loan status, further documentation requirements, and general support.
Application Form Preparation: Preparing application forms for submission to lenders.
Time Management & Scheduling: Assisting with time management and scheduling tasks, supporting the personal assistant role as needed.
Tracking Loan Applications: Monitoring loan applications from approval to settlement, ensuring funds are confirmed with all parties (banks, solicitors).
Client Updates: Providing timely updates to clients on the status of their loan application.

Requirements

At least 2 years of proven experience in loan processing, mortgage broking, or similar roles within the financial services industry.
Experience working for an Australian Client/Business is required.
Strong attention to detail, with the ability to work accurately under pressure.
Excellent written and verbal communication skills for internal collaboration and external client interactions.
Proficient in MYCRM or similar CRM systems, and experienced with online data entry and document management.
Ability to multitask, prioritize tasks, and manage time effectively.
Self-motivated, reliable, and proactive in following up with clients and lenders.
Strong team player with a focus on collaboration and protectiveness of the team’s values.
Previous experience in the mortgage or financial services industry.
Familiarity with loan tracking software and bank systems.
Knowledge of Australian lending regulations and industry standards.
Experience in providing administrative support or personal assistant tasks.

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary WiFi Modem
21 Leave Credits
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
Work-Life Balance
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.