Experienced Loan Processor / Broker Support – Australian Mortgage Broking

We’re a growing Australian finance broking business looking for an experienced Loan Processor / Broker Support superstar to join our team.

This role will start part-time, with the opportunity to grow into a full-time position for the right person.

We’re not looking for someone to simply tick off tasks or wait to be told what to do.

We’re looking for someone who can take ownership of a loan application, understand where it’s at, know what needs to happen next and see it through from start to finish.

If you’ve worked in Australian mortgage broking before and enjoy keeping applications moving, chasing things up, staying organised and helping create a great experience for clients, this could be a great fit.

What the role looks like

You’ll work closely with our director / head broker and take charge of the processing side of each application.

That means helping manage files from the initial fact find and document collection all the way through to application, approval and settlement.

Your day-to-day will include:

Reviewing client fact finds and checking what’s missing

Following up clients for outstanding documents

Preparing and packaging loan applications

Data entry into aggregator and lender systems

Preparing Statements of Credit Assistance and other compliance documents

Ordering valuations

Assisting with servicing calculations where required

Lodging applications

Liaising with lenders, BDMs and credit teams

Following up applications and outstanding conditions

Keeping clients updated along the way

Managing conditional approval requirements

Following applications through to formal approval

Assisting with loan documents and settlement requirements

Preparing and following up discharge authorities

Keeping application notes and pipeline records up to date

Making sure nothing falls through the cracks

Most importantly, we want someone who can look at an application and think:

“What do I need to do next to get this settled?”

rather than:

“What task should I wait for next?”

You’ll probably love this role if…

You’ve already worked in Australian mortgage broking

You enjoy taking ownership of applications

You’re naturally organised

You like following things through to completion

You’re comfortable dealing with lenders and clients

You notice things before they become problems

You don’t need to be chased to follow something up

You’re happy working independently but know when to ask questions

You take pride in keeping files tidy and applications moving

You like being part of a small team where your work actually makes a difference

Systems experience

Experience with any of the following would be a big advantage:

-Simpology
-LoanApp
-NextGen
-ApplyOnline
-Infynity (Prefferable)
-Middle (Prefferable)
-Australian lender portals
-Microsoft Outlook / Office 365
-Electronic signing and document management systems

You definitely don’t need to know every system listed above, but previous Australian mortgage broking experience is important.

About us

We’re a growing finance broking business based in Australia.

We help clients with:

-Home loans
-Refinancing
-Investment lending
-Construction loans
-First-home buyers
-Debt consolidation
-Personal and asset finance
-Business and commercial lending

We’re a small and growing team, so you won’t just be another number. We’re looking for someone we can trust, work closely with and hopefully keep around for the long term.

The goal is for this person to become a key part of the business and someone who genuinely helps manage and drive the loan pipeline.

Role details

Position: Loan Processor / Broker Support
Location: Remote – Philippines
Hours: Part-time initially
Days: Monday to Friday
Future opportunity: Potential to move into a full-time position

There is some flexibility around hours for the right person, although availability during Australian business hours will be important.

How to apply
We’d love to hear a little about you rather than just receiving a generic CV.

Please include:

How long you’ve worked in Australian mortgage broking.

What your previous mortgage processing role involved.

Which systems you’ve used.

Which Australian lenders you’ve regularly dealt with.

Whether you’ve personally managed applications from start to settlement.

Roughly how many active applications you’ve managed at one time.

Your preferred working hours.

Your expected hourly rate or monthly salary.

One thing you enjoy about mortgage processing.

One example of a difficult application you helped get across the line.

And just to make sure you’ve read this far, please start your application with:

“I love getting loans settled.”

Bonus points if you can tell us why. 😄