Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
Holidays: AU Holidays
ABOUT THE COMPANY:
The client is a premier Australian mortgage brokerage with a strong operational presence in Queensland and Victoria, serving clients nationwide. Founded on over two decades of industry expertise, the firm specializes in a comprehensive suite of financial services, including residential home loans, investment lending, refinancing, and first-home buyer guidance. Positioned as a high-level professional resource similar to a solicitor or financial planner, the company is dedicated to making the lending market straightforward and accessible. By leveraging a broad network of lenders and prioritizing transparency, they focus on delivering tailored outcomes that provide clients with long-term financial peace of mind.
OVERVIEW:
As a Loan Processor, you will play a critical role in bridging the gap between client aspirations and successful loan settlements. You will act as a high-level professional resource, ensuring that every application is handled with the same precision and care as a legal or financial planning firm. This is an opportunity to join a high-growth, remote-first team that values transparency, industry expertise, and a “client-first” mentality.
RESPONSIBILITIES:
Loan Processing & File Management:
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Manage loan applications through various stages of the process
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Assist with preparing and lodging applications via:
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Connective
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Mercury Nexus
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Ensure all files are complete, accurate, and ready for submission
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Maintain clean and organised file structures
Document Collection & Organisation:
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Request and follow up on required documents from clients
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Understand which documents are required for different lenders
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Ensure all documents are correctly named and stored consistently
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Identify missing or incorrect documents before submission
Task Management & Prioritisation:
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Manage multiple files and tasks simultaneously
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Prioritise urgent files vs non-urgent files effectively
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Follow structured workflows while also adapting to ad hoc requests
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Ensure no tasks or follow-ups are missed
Client & Lender Communication:
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Communicate with clients via email to request documents and provide updates
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Follow up outstanding items in a professional and friendly manner
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Assist in following up lenders for application updates
Support to Credit Analysts:
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Assist credit analysts with:
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Document collection
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Lender follow-ups
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File preparation
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Help maintain workflow efficiency across the team
Additional Responsibilities:
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Conduct yearly client reviews
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Order and review property valuations using CoreLogic RP Data
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Assist with general admin and ad hoc tasks as required
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Follow internal processes while also applying initiative when need
Requirements
Essential Experience:
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Minimum 1–2 years loan processing experience using:
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Connective
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Mercury Nexus
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Additional 1–2 years experience in the Australian mortgage or lending industry
(broker, lender, or bank experience)
Technical Skills:
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Strong understanding of:
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Loan application process
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Required documents for mortgage applications
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File structuring and document naming
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Ability to follow and execute processes accurately
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Strong organisational and task management skills
Work Style & Expectations:
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Ability to work both:
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Task-driven (structured workflows)
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Ad hoc (responsive to urgent instructions)
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Strong ability to prioritise workload effectively
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Able to create personal systems/processes to ensure tasks are not missed
Communication Skills:
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Excellent written English (clear, professional emails)
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Strong communication when following up clients and lenders
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Friendly, positive, and approachable tone
Personal Attributes:
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High attention to detail (critical for compliance and accuracy)
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Proactive and reliable
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Friendly, bubbly, and enthusiastic personality
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Strong work ethic and willingness to help the team
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Takes pride in presentation and professionalism
What Success Looks Like:
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Files are well-organised and submission-ready
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Minimal missing documents or errors
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Fast and consistent follow-ups with clients and lenders
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Strong support to brokers and credit analysts
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High compliance standards maintained
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Ability to handle both structured tasks and urgent requests seamlessly