Loan Support Officer (AU Client - Remote)

• You will be required to assist in all aspects of the mortgage broking and lending administration processes, which may at times extend beyond the duties listed below.
• Managing the day-to-day loan process daily, such as following up to chase outstanding documentation, packaging loans, and liaising with lenders to efficiently support your clients' processes.
• This will require you to order valuations and credit reports and manage any requests for further information from the lender while keeping your client fully informed.
• Collect client documents, analyse financial information, run serviceability calculations using Quickli, and perform basic pre-qualification assessments.
• Reviewing payslips and financial statements is a requirement for the role.
• Packaging loans from inception to settlement.
• CRM data entry and maintenance.
• Prepare discharge authority, FHOG, and FHLGS forms.
• Submit pricing requests and lodge files to lenders.
• Order valuations and credit reports.
• Manage lender requests for additional information.
• Send post-settlement info to clients.
• Conduct post-settlement follow-ups every 6 or 12 months.
• Prepare NCCP and lender application documents.

• A higher education degree is preferred.
• Minimum 3 years' experience in the Australian mortgage industry.
• Proficient in document collection, serviceability analysis using Quickli, and pre-qualification assessment.
• Skilled in reviewing payslips and financial statements to verify income and financial capacity.
• Working knowledge of Connective CRM (Mercury) is highly desirable.
• Experience in SMSF lending is an advantage.
• Sound understanding of Australian lender policies and market changes.
• Experience dealing with major Australian bank lenders is highly regarded.
• Honest, reliable, and proactive with strong problem-solving and mathematical skills.
• Creative thinker with a strong desire to find effective solutions.
• Excellent verbal and written communication skills, with daily client interaction via email and phone.

• Medical, dental, and life insurance from day one
• Paid vacation and sick leave (with quarterly conversion)
• Competitive salary and annual appraisals
• Financial assistance program
• Mandatory government benefits and 13th-month pay
• Company events - promoting work-life balance and career growth

Only shortlisted candidates will be contacted.