Job Summary:
Put your name forward as a detail-oriented Mortgage Loan Processing Specialist supporting a growing mortgage broking business. You’ll take client scenarios from the first file handover all the way to loan submission, which includes researching lender options, running servicing calculations, preparing loan recommendation summaries, and managing document collection. You’d be a great match if you have hands-on lending or loan processing experience, take initiative instead of waiting for instructions, and write clearly to clients and lenders.
Key Responsibilities:
- Review new client files, supporting documents, and scenario summaries from the broker
- Research and compare lender products to find the best loan options for each client’s situation
- Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders
- Prepare clear written loan option summaries and recommendations for the broker to review before they reach the client
- Enter data accurately and lodge loan applications in the CRM system
- Collect required documents from clients by email, copying the broker on all correspondence
- Chase outstanding documents and information so applications keep moving
- Support credit assessment and valuation requirements through to submission
- Keep digital client files and application records organized and current
- Share ideas and suggest improvements to existing processes and workflows
Mandatory Skills:
- At least 1-2 years of experience in loan processing, mortgage brokerage support, or lending operations
- Solid end-to-end understanding of the loan process: document collection, credit assessment, valuations, and submission
- Experience running servicing calculations and comparing lender products
- Ability to write loan summaries and recommendations
- Confident CRM and system data entry, and the ability to learn new platforms quickly
- Excellent written English for professional client-facing emails
- High attention to detail and accuracy with financial documents and figures
- Proactive and self-starting, able to take a file and run with it without step-by-step instructions
- Organized, conscientious, and comfortable working solo
- Strong communication skills
Preferred Skills:
- Experience supporting Australian mortgage brokers or familiarity with Australian lenders and lending policy
- Background in banking, financial services, or credit
- Familiarity with broker CRM platforms and lender servicing calculators
- Skilled at balancing several active loan files at a time
- Comfortable suggesting better ways of working and improving existing workflows
Why Join Us:
This is an opportunity to join a small, close-knit team where your work has a direct, visible impact on the business. You’ll work alongside an experienced finance professional who values initiative, shares knowledge freely, and welcomes new ideas from everyone. There’s real room to grow here, with the role expanding as the business does.