AU Mortgage Broker Support / Loan Processor (MyCRM required)

D2B; United States; A distancia; USD 7300 - 9900; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work

Descripción de la vacante

D2B is seeking a Mortgage Loan Processor to support a busy Australian mortgage and commercial finance brokerage. The role requires experience with Australian lending, loan processing, and client service, working closely with brokers to ensure efficient processing and excellent customer service throughout the lending journey.

Responsibilities include assembling loan applications, document collection, lender submissions, CRM updates, valuations, settlements support, and client communications while

Formación

• Experience supporting an Australian mortgage broker.
• 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.
• Proficiency with Microsoft Office and Google Workspace.
• Desirable: experience with commercial lending, asset & equipment finance, CRM systems like Mercury Nexus/Infynity/Salestrekker/MyCRM.

Responsabilidades

• 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.
• Liaise with clients via email and phone; provide updates on progress; schedule appointments.
• Maintain electronic client files and ensure documents are complete and compliant.
• Assist with lender and aggregator requirements; prepare supporting documentation for credit assessments.
• Support social media content scheduling and client database campaigns; assist with partner communications.

Conocimientos

Mortgage broker support

Residential lending

English communication

Attention to detail

Independent work

Time management

Microsoft Office & Google Workspace

Herramientas

CRM systems (Mercury Nexus)

CRM (Infynity)

CRM (Salestrekker)

CRM (MyCRM)

Descripción del empleo

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

Skills & Experience

• 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
• Proficiency with Microsoft Office and Google Workspace

Highly Desirable

• Experience with commercial lending
• Experience with asset and equipment finance
• Knowledge of CRM systems such as Mercury Nexus, Infynity, Salestrekker, MyCRM or similar
• Experience dealing with Australian lenders and aggregators
• Full time and remote job
• Australian business hours (dayshift)