Loan Processor

The Loan Processor will be responsible for managing and processing mortgage applications with accuracy and efficiency. They will liaise with clients, lenders, and internal teams to ensure all requirements are met for successful loan approvals, contributing to the company's mission of delivering exceptional financial services.

Responsibilities:

Compile and organize required documents, including income verification, credit reports, and property details.
Prepare and submit complete mortgage application packages to lenders.
Liaise with lenders to track application progress and resolve any issues.
Communicate with clients and lenders to ensure all loan requirements are fulfilled.
Update and maintain client information in the CRM system (Salesforce).
Stay updated on lending policies and maintain compliance with regulatory requirements.
Work collaboratively with team members to achieve operational goals.
Daily/Weekly Cadence:

Process and package loan applications.
Follow up with lenders and clients on application statuses.
Update Salesforce CRM with current client and loan details.
Address compliance and document verification tasks.
Desirable Qualifications and Skills Required:

Certificate IV in Mortgage Broking (preferred but not mandatory).
Expert knowledge of loan processing and mortgage products.
Familiarity with Australian lending regulations (e.g., NCCP Act).
Proficiency in Corelogic, Equifax, Infynity & AOL, Salesforce, SharePoint, and Outlook.
Strong attention to detail, organizational skills, and time management.
Excellent communication and customer service skills.
Ability to work autonomously and in a team environment.
Software to be used:

Corelogic
Equifax
Infynity & AOL
Salesforce
SharePoint
Microsoft Outlook