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CRM
Finance and Loan Admin
Confidential employer
GoHighLevel
Loan Processing
CRM
About the Role
Apply now!
I am looking for an experienced Finance & Loan Administrator to join our team and support the day-to-day administration of Australian finance and loan operations.
Key Responsibilities:
- Manage loan and finance administration tasks from application through settlement
- Prepare and organize loan documentation and client information
- Coordinate with brokers, lenders, clients, and other stakeholders
- Follow up on outstanding documents and application requirements
- Maintain accurate records and update CRM systems
- Assist with loan processing, compliance, and administrative requirements
- Manage client communications and follow-ups
- Use GoHighLevel (GHL) for CRM management, workflows, lead tracking, and follow-ups
- Perform general administrative and data-entry tasks related to finance and lending
Requirements:
- 2+ years of Australian finance, mortgage, lending, or loan administration experience
- Previous experience working with Australian clients
- Hands-on GoHighLevel (GHL) experience is required
- Familiarity with Australian mortgage/finance processes and terminology
- Strong attention to detail and organizational skills
- Excellent written and verbal English communication
- Ability to manage multiple applications and deadlines
- Proficient with CRM and cloud-based systems
- Ability to work independently and take initiative
- Stable internet connection and reliable computer setup
Work Setup:
Work From Home
How to Apply:
Please send your updated CV and a brief summary of your Australian finance/loan administration experience and GHL experience.
Only candidates who meet the required AU experience and GHL requirements will be considered.
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