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.

Other responsibilities include but are not limited to:

• 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.

You will be fully trained in the specific requirements, and you will be responsible for prioritising your daily workload.

We always encourage continuous improvement and team development, improving internal processes, client communication, and ensuring a high level of product knowledge, lender policy awareness, and customer experience delivery.

• 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.

Join our team and enjoy these benefits & perks:

• 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