Purpose
The Loan Administrator is responsible for managing Australian asset finance and personal loan applications from submission through to settlement. The role involves coordinating with lenders, brokers, and clients, ensuring complete and accurate documentation, and maintaining efficient processing while delivering excellent administrative and customer support.
Duties and Responsibilities
- Process loan applications from submission through to settlement
- Collect and organize required supporting documents
- Verify applicant income, liabilities, and supporting financial information
- Liaise directly with lenders, brokers, and clients throughout the application process
- Manage client communication and provide timely updates
- Follow up on outstanding requirements and ensure applications progress efficiently
- Maintain accurate client records in CRM systems
- Coordinate with lenders and stakeholders to ensure smooth settlement processes
- Ensure compliance with lending requirements and documentation standards
- Provide administrative support related to loan processing activities
- Handle multiple loan applications while maintaining accuracy and efficiency
- Maintain professionalism and presentable appearance in all client and stakeholder interactions
Required Skills
- Financial documentation review
- Client relationship management
- Australian lending procedures
- Communication and coordination
Qualifications/ Requirements of the job
- Proven experience in Australian Asset Finance and Personal Loan processing
- Hands-on experience managing applications end-to-end
- Experience working with Australian lenders, including:
- Strong understanding of Australian lending processes and documentation requirements
- Experience using CRM systems and loan lodgement platforms
- Ability to multitask and manage multiple applications simultaneously
- Excellent verbal and written communication skills
- Strong attention to detail and organizational skills
- Ability to work independently with minimal supervision
- Professional and presentable appearance