AP - Loan Application Specialist (Remote)

Bachelor’s degree or tertiary education in Finance, Business Administration, Accounting, or related field Minimum 2-3+ years as Loan Application Specialist or similar Prior experience in mortgage processing, loan applications, or financial services Experience using CRM systems such as ApplyOnline, Mercury, or BrokerEngine is an advantage Strong attention to detail and accuracy in data entry and document preparation Written & verbal English communication skills Strong cognitive abilities – verbal, numerical and data interpretation Ability to work in a team and with minimal supervision Highly organized, results-focused, and capable of managing multiple loan files simultaneously Demonstrates initiative, accountability, and a proactive approach to resolving issues

Understand lender requirements and application approval process Ensure quality data entry and loan packaging Prioritize application submissions Respond quickly to client needs and lender requests for missing information Gather required information and ensure accurate loan structuring and submission Enter information in CRM systems (ApplyOnline, Mercury & BrokerEngine) Prepare electronic or manual lodgement application forms Prepare NCCP documents and attach to customer's CRM system Collect and prepare necessary loan package documentation Review loan application documentation for compliance and missing information Research applicant's credit status and financial position Ensure application compliance with lender regulations and policies Order valuations and pricing discounts Prepare supporting documents and lodge applications to the Lender Complete quality control documentation/checklists Prepare FHOG/FHLDS documentations Prepare and administer Discharge Authority documentation Maintain and improve internal systems & processes Update CRM system (BrokerEngine)