Manage loan applications from enquiry through to settlement
Collect and follow up on outstanding client documents and supporting information
Prepare and manage loan submissions using Finsure CRM
Process applications with lenders and mortgage managers, including manual lodgement processes where required
Maintain accurate file notes, application records, and workflow tracking
Liaise with clients, lenders, solicitors, and third parties via phone and email
Coordinate closely with brokers to ensure applications progress efficiently
Monitor application milestones and proactively follow up outstanding requirements
Ensure all documentation meets lender, aggregator, and compliance requirements
Maintain high levels of accuracy and attention to detail across all files

Minimum 2 years' experience in Australian mortgage broking support, loan processing, or mortgage administration
Strong end-to-end loan processing experience (not solely general administration)
Previous experience using Finsure CRM
Solid understanding of Australian home loan products, lending processes, and documentation requirements
Experience managing multiple loan applications concurrently
Familiarity with Australian mortgage compliance standards and lender requirements
Comfortable working with both CRM-based and manual lender submission processes

PREFERRED EXPERIENCE (NOT REQUIRED):

Loan Processor, Client Support – Australian Mortgage

Key skills