As a Mortgage Broker Loan Processor, you are the engine behind our business operations, resulting in seamless mortgage transactions for our clients. You will work closely with the Mortgage Broker to collect and input data in our CRM and loan platforms, review financial documents, and ensure every application meets specific lender requirements. From serviceability calculations to credit policy research and customer communications, your attention to detail and positive attitude will help fast-track approvals and keep customers moving towards their homeownership and property investment goals.

Your Daily Tasks

• Assist Mortgage Brokers with data entry of customer details and correspondence into our CRM.

• Review income documentation like payslips, income statements, tax returns and financial statements.

• Review customers' bank account statements and credit reports to verify living expenses and other debts.

• Complete bank applications via Apply Online/LoanApp, perform serviceability calculations and conduct lender policy research

• Complete property valuations using Property Hub and lender-specific valuation platforms.

• Conduct pricing to obtain the best rate from lenders for new loan applications and annual reviews of existing customer interest rates.

• Manage applications post-approval through to settlement, collecting required information for settlement, meeting settlement dates and keeping customers informed.

• Contact clients via phone and email to maintain relationships, build rapport, and deliver necessary communications.

• Assist with general office administration as required.

The Qualifications We Seek

• Experience working with an Australian mortgage broker as a loan processor for at least 2 years handling the end-to-end loan process.

• Clear understanding of the different home loan products, investment loan products and interest rate types in Australia and can complete pricing based on the loan purpose, loan amount and LVR.

• Experienced and confident in using Apply Online, and CoreLogic Property Hub.

• Understand how to look up lender-specific policies

• Strong written and spoken English communication and confidence to speak with customers, lenders and BDM’s.

• Excellent understanding of Microsoft Office (Excel, Word, Outlook)

• Highly organized with the ability to work autonomously and priorities work

• Outstanding attention to detail

• Ability to learn quickly from mistakes and confidence to ask questions when they don’t understand something.
  
  
  
  

Please refer to job description.