Loan Processor

Bamboo Works; United States; Remote; USD 7,600 - 13,000; Full time

Job summary

A Queensland-based Australian mortgage brokerage is seeking an experienced Loan Processor to support end-to-end processing of loan applications, working with brokers, lenders, and clients to ensure a seamless experience from submission to settlement.

This is a full-time role with remote setup for 40 hours/week conducted on Australian Eastern Standard Time, offering a monthly salary of AUS$960- AUS$1,600.

Qualifications

• Minimum of 5 years of experience as a Loan Processor.
• Proactive, able to work independently and solve problems.
• Excellent written and spoken English communication skills.
• Strong attention to detail with good organization.

Responsibilities

• Prepare, review, and process loan applications from initial submission through to settlement.
• Liaise with brokers, lenders, and clients to obtain, verify, and manage all required documentation.
• Input and maintain client records within Infynity CRM and Trello/Microsoft Teams/WhatsApp.
• Monitor application progress and follow up on outstanding requirements per lender policies.
• Coordinate submissions and manage processes through aggregator platforms including Finsure.
• Identify issues early and implement timely solutions.
• Provide administrative support to the Mortgage Broker as needed.
• Prepare and manage compliance documentation meeting regulatory standards.
• Follow up with clients to obtain missing documents and signatures.
• Track critical dates to ensure smooth settlements.
• Data entry, valuations, loan processing, credit input, and preliminary credit analysis.
• Maintain confidentiality of sensitive information at all times.

Skills

Loan processing

Attention to detail

Communication skills

Independent work

Problem solving

Tools

Infynity CRM

Trello

Microsoft Teams

WhatsApp

Finsure

Job description

Loan Processor

A Queensland-based Australian mortgage brokerage dedicated to simplifying the home loan process for clients is seeking an experienced Loan Processor to support the end-to-end processing of loan applications, working closely with brokers, lenders, and clients to ensure a seamless and efficient experience from initial submission through to settlement.

Full-time: 40 hours/week

Work Set-Up: Fully remote, Independent Contractor

Work Hours: AEST

Monthly Salary: $960-1600

What You'll Be Doing:

• Prepare, review, and process loan applications from initial submission through to settlement.
• Liaise with brokers, lenders, and clients to obtain, verify, and manage all required documentation.
• Accurately input and maintain client records within Infynity CRM and associated platforms (Trello, Microsoft Teams, WhatsApp).
• Monitor application progress, proactively follow up on outstanding requirements, and ensure compliance with lender policies and guidelines.
• Coordinate submissions and manage processes through aggregator platforms, including Finsure.
• Identify potential issues early in the application process and take initiative to implement timely solutions.
• Provide comprehensive administrative support to the Mortgage Broker as required.
• Prepare and manage compliance documentation, ensuring all files meet regulatory and internal standards.
• Follow up with clients to obtain missing documents, signatures, and additional information in a timely manner.
• Track critical dates and deadlines to ensure smooth and efficient settlements.
• Conduct data entry, valuations, loan processing, credit input, and preliminary credit analysis.
• Maintain strict confidentiality of sensitive client and financial information at all times.

Who You Are:

• Minimum of 5yearsexperience as a Loan Processor.
• Proactive mindset with the ability to take ownership, work independently, and problem-solve effectively.
• Excellent written and verbal English communication skills.
• Strong attention to detail with exceptional organisational and time-management abilities.
• Comfortable using cloud-based systems, CRMs, and digital collaboration tools.
• Self-motivated and confident in taking initiative rather than simply following instructions.
• Demonstrated eagerness to learn and upskill, particularly in credit analysis.
• Strong work ethic with a commitment to going above and beyond to achieve team outcomes.

Preferred Qualifications:

• Familiarity with the Australian mortgage industry and lender requirements.
• Experience using Infynity CRM and aggregator platforms such as Finsure.
• Understanding of compliance and documentation standards within mortgage lending.

Recruitment Process:

• Initial Interview
• Client Interview
• Offer and Onboarding