Senior Mortgage Credit Analyst & Loan Processor

D2B; United States; Remote; USD 25,000 - 33,000; Full time

Job summary

D2B Senior Credit Analyst role focuses on supporting mortgage brokers by managing the end-to-end loan processing cycle, from document collection to submission to lenders. You will liaise with brokers, clients, lenders, and referral partners to ensure timely, compliant loan processing and high-quality service.

Responsibilities include professional client guidance on mortgage options, maintaining CRM records, and ongoing collaboration with the broker network to deliver seamless customer

Qualifications

• 5 years experience in AU mortgage credit analysis
• Experience in loan processing and financial services
• Proficiency in CRM systems and loan submission platforms
• Attention to detail and organisational skills
• Strong communication skills (verbal and written)
• Problem solving ability
• Time management and planning
• Experience with Mercury CRM and Microsoft
• Leadership and teamwork skills

Responsibilities

• Liaise with Directors, Mortgage Brokers, and support team
• Coordinate with Clients, Lenders, Solicitors, and Partners to track loan progress
• Prepare, review, and submit loan applications timely
• Verify client information to meet lender requirements
• Explain mortgage terms and respond to client inquiries
• Ensure regulatory compliance and proper documentation
• Maintain CRM records and file client data accurately
• Build and maintain relationships with clients and referral partners
• Support annual product rate reviews with clients
• Participate in team meetings and training

Skills

Credit analysis (AU mortgage) 5 years

Exceptional customer service

CRM systems proficiency

Attention to detail

Communication skills

Problem solving

Time management

Leadership

Teamwork

Customer focused

Quality and safety

Motivation

Loyalty and integrity

Autonomous and collaborative work

Mercury CRM

Microsoft tools

Education

Certificate IV in Finance and Mortgage Broking or equivalent

Tools

Mercury CRM

Microsoft Office

Job description

D2B Senior Credit Analyst role focuses on supporting mortgage brokers by managing the end-to-end loan processing cycle, from document collection to submission to lenders. You will liaise with brokers, clients, lenders, and referral partners to ensure timely, compliant loan processing and high-quality service.

Responsibilities include professional client guidance on mortgage options, maintaining CRM records, and ongoing collaboration with the broker network to deliver seamless customer