Loan Processor (Australian Mortgage Industry, WFH)

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Requirements:

• Minimum 2 years work experience in end to end processing and administration of loan with Australian Mortgage Broking.
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello.
• Nice to have: Experience in HubSpot and Certificate IV Financing & Mortgage Brokering.

Responsibilities:

• Handle, analyse and prepare client loan applications.
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find.
• Review client documents and manage data entry and credit report requests.
• Initiate new loan applications after lead generation.
• Share the Game Plan with customers for review and e-signature.
• Upload supporting documents and submit via Apply Online.
• Facilitate application validation and final checks.