Loan Processing Officer

Safe Financial Group; Gold Coast City; On-site; AUD 50,000 - 70,000; Full time

Job summary

Safe Financial Group seeks a Loan Processing Officer to join our Southport office. This role focuses on analytical review of loan applications, client communication via phone, email and SMS, and ensuring excellent service with every interaction.

Ideal candidates are proactive, professional, and capable of managing multiple tasks in a high-volume environment while maintaining accuracy and fairness in financial services.

Qualifications

• Proven ability to communicate clearly on calls, email, and SMS.
• Strong numerical and analytical skills.
• Meticulous attention to detail and accuracy.
• Ability to stay calm and professional with customers.
• Comfortable working in a fast-paced, high-volume environment.

Responsibilities

• Communicate with clients via phone, email and sms regarding loan applications.
• Analyse bank statements and supporting documents to assess applications.
• Query clients to clarify needs and objectives.
• Maintain a professional, customer-focused approach at all times.

Skills

Phone courtesy

Analytical thinking

Attention to detail

Customer service orientation

Multitasking

Team player

Job description

At Safe Financial, we’ve been helping Australians for over 25 years with fair and responsible financial solutions.

We take pride in being an organisation where customer fairness, compliance, and integrity come first.

Our values are to be Passionate, Efficient and Transparent in all that we do. We are now looking for a new team member to join us and embrace these values.

Loan Processing Officer

This is a fantastic opportunity for someone who enjoys analytical work and problem-solving while ensuring customers receive great service and support with every call.

You will be based at our modern office in Southport and there is no night time or weekend work required.

Key Responsibilities

• Communicate with clients via phone, email and sms in relation to their loan application
• Analyse bank statements and supporting documents
• Query clients in relation to their application, needs and objectives
• Maintain a professional, calm and customer-focused approach always

About You

You’re proactive, professional, and understand the importance of fairness and clear communication in financial services.

To be successful, you’ll:

• Have a strong phone manner — confident, friendly, professional and appropriately assertive
• Be good with numbers (above average analytical and mathematical skills)
• Be able to multitask and work efficiently in a high-volume, fast paced environment
• Stay calm under pressure and comfortable handling difficult customer conversations
• Have strong attention to detail
• Be a team player with a strong work ethic and reliability

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