AU Mortgage Broker Support / Loan Processor (MyCRM required)
Position : Loan Processor
Salary : $ 1,100 AUD/ month
Working Hours & Conditions : Australian Business Hours
ABOUT THE COMPANY:
The company is an award-winning Australian mortgage broking business that has been helping Australians navigate their finance journey since 2007. With a nationwide network of experienced brokers and access to more than 60 lenders, the company delivers tailored lending solutions backed by innovative technology, exceptional customer service, and a commitment to making the borrowing process simple and rewarding.
OVERVIEW:
The client is seeking a highly organised and detail-oriented Mortgage Loan Processor to support a busy Australian Mortgage and Commercial Finance Brokerage. This role is ideal for someone with experience in Australian lending, loan processing, administration, and customer service. The successful candidate will work closely with the broker to ensure loan applications are processed efficiently and clients receive exceptional service throughout the lending process.
RESPONSIBILITIES:
Loan Processing & Administration
- Prepare and package residential, commercial, and asset finance loan applications
- Collect, review, and organise supporting documents
- Submit applications to lenders and monitor progress
- Follow up with lenders, BDMs, solicitors, accountants, and clients
- Maintain accurate records in CRM systems
- Order valuations and track outstanding requirements
- Assist with settlements and post-settlement administration
Client Service
- Liaise with clients via email and phone
- Provide updates on loan application progress
- Schedule appointments and manage broker calendars
- Ensure a high level of customer service at all times
Compliance & Documentation
- Maintain electronic client files
- Ensure documents are complete and compliant
- Assist with lender and aggregator requirements
- Prepare supporting documentation for credit assessments
Marketing & Business Support
- Assist with social media content scheduling
- Manage client database and follow-up campaigns
- Support referral partner communications
- Assist with preparation of presentations and marketing material Skills & Experience
Requirements
- Previous experience supporting an Australian mortgage broker
- Strong understanding of Australian residential lending processes
- Excellent written and verbal English communication skills
- High attention to detail
- Ability to work independently and meet deadlines
- Strong organisational and time management skills
- Hands-on experience with MyCRM is required
- Proficiency with Microsoft Excel and Google Workspace
Highly Desirable
- Experience with commercial lending
- Experience with asset and equipment finance
- Experience dealing with Australian lenders and aggregators
Benefits
- Full time and remote job
- Australian business hours (dayshift)
As published by workable · 12 questions · 3 written answers
Basics
First name, Last name, Email, Phone, Address, Resume
Short answers (3)
- How many years of experience do you have supporting an Australian mortgage broker or finance brokerage?
- How much is your desired salary?
- If selected, how soon can you start?
Pick from a list (6)
- Have you processed Australian residential mortgage applications from document collection through to settlement?
- Have you communicated directly with Australian clients, lenders, solicitors, accountants, and BDMs as part of your role?
- Have you worked with Australian aggregators?
- Experience with commercial lending
- Experience with asset and equipment finance
- Knowledge of CRM systems such as Mercury Nexus, Infynity, Salestrekker, MyCRM or similar
Written answers (3)
- Which types of lending have you worked with? (please specify)
- Which CRMs or mortgage platforms have you used? (please list down)
- Which Australian lenders have you worked with directly? (please specify)