Loan Processor Specialist

Summary

Join a leading aggregator group in Australia and New Zealand as a Loan Processor, assisting mortgage brokers with administrative tasks. You will manage loan applications from pre-submission to post-approval, ensuring timely processing and compliance. Responsibilities include document management, compliance checks, income calculations, data entry, and communication with stakeholders. The role requires a Bachelor's degree, 2+ years of experience in Australian mortgage broking, and proficiency in various software and CRM systems. Enjoy flexible work arrangements, competitive salary, and professional development opportunities. This position offers a one-month paid training program and access to various employee benefits and perks.

Requirements

• Bachelor’s Degree in a relevant course
• More than 2 years of experience in the Australian mortgage broking industry specialising in AU loan processing
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook
• Experience using Project/Task Management Tools (e.g., Monday.com, Trello, Airtable etc)

Responsibilities

• Document management (collecting, renaming, organising, following up sensitive supporting documentation)
• NCCP Compliance checks and transcribing notes from summaries to detailed responses
• Calculate income for PAYG applicants
• Complete lender servicing calculators
• Data entry of client information to MyCRM
• Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender
• Living expense analysis
• Generation of application paperwork, including those for the First Home Buyers and Discharge forms
• Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate
• Pricing requests across multiple lenders, for new applications and settled loans
• Generating comprehensive credit reports and being able to interpret them
• Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions
• Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission
• Ensuring settlement occurs on time and meets crucial deadlines
• Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)

Preferred Qualifications

Certificate IV Financing & Mortgage Broking, preferred but not required

Benefits

• An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers
• Offers one-month onsite paid training program, to help you get up to speed and excel in your role
• Flexible Work Set up: Work from Home or Hybrid or on-site
• Competitive salary package and annual performance review, monthly rewards and recognition program
• Opportunity to attend events and travel to Australia
• Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career
• Access to knowledge base tools, resource center and training library
• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners
• Complimentary coffee and ice cream every day
• Sleeping Quarters and Shower rooms for comfort and convenience