JO 16555 | Loan Processor
STATUS: Part-time, 10-15 hours per week
SCHEDULE: Within AU business hours
Why choose Remote Staff?
Reminders:
ROLE OVERVIEW
We’re looking for a detail-oriented and proactive Loan Processor to join a mortgage brokerage based in Australia. In this role, you’ll be responsible for managing client files from initial lead intake through to settlement, ensuring a smooth, compliant, and efficient loan process.
RESPONSIBILITIES
Set up new leads in the CRM system (SalesTrekker preferred)
Send out initial compliance documents, including credit guide, privacy policy, client portal access, and document checklist
Follow up with clients to collect necessary documentation
Review and verify all submitted documents for completeness and accuracy
Forward complete client files to the broker for review
Assist in identifying loan solutions based on broker-client discussions
Prepare lender paperwork and updated compliance documents for client signature
Complete and send application forms for client signing and submission
Monitor application progress and liaise with lenders, solicitors, and other third parties
Communicate with clients regarding additional documentation or updates
Coordinate with conveyancers and solicitors during the settlement phase
Manage pricing, discounts, and evaluations as needed
Ensure all submissions meet compliance and documentation standards
Assist with compliance tasks for the license holder, including handling police check forms, regulatory documents, and maintaining secure records
KEY QUALIFICATIONS
Previous experience in loan processing, banking, or finance
Strong attention to detail and commitment to accuracy
Proactive and solutions-focused, with the ability to take ownership of tasks
Confident in asking questions when unsure what is required or not know what to do or what needs to be done
Ability to review and analyse bank statements for liabilities and living expenses
Excellent written and verbal communication skills
Familiarity with SalesTrekker CRM is a plus (training can be provided)
Tech-savvy, organized, and able to manage multiple tasks independently
To be willing to add value and share ideas and thoughts on processes and improvements.
Loan Processor • Sydney, NSW, AU
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