Loan Processor

Key Responsibilities

Loan Reviews

• Requesting pricing from various lenders
• Producing valuation reports with required lenders
• Preparing review reports for the Broker to present to clients
• Researching lending options and policy scenarios
• Communicating scenarios and clarifications with Lender BDMs

Application Preparation

• Preparing servicing calculations (Quickli and/or direct lender calculators)
• Preparing First Home Buyer Scheme forms and Discharge Authorities
• Data entry into BrokerEngine, Apply Online, and Simpology
• Preparing lender consent documentation
• Uploading and attaching supporting documents to lender portals
• Labelling and securely storing all supporting documentation
• Ensuring compliance documentation is complete prior to submission

Administration Duties

• Completion and tracking of BrokerEngine tasks
• Maintaining accurate data hygiene within the BrokerEngine CRM
• Completing Broker Accreditation forms
• Securely storing and updating broker login credentials and passwords
• Following up lenders and legal representatives for application updates
• Maintaining structured digital filing systems

Skills & Experience Required

• Minimum 2-4 years' experience supporting an Australian mortgage broker
• Strong understanding of Australian lending processes and compliance requirements
• Experience using Quickli, BrokerEngine, Apply Online, and Simpology
• Knowledge of servicing calculations and lender policy interpretation / research
• High level of accuracy and attention to detail
• Strong written and verbal English communication skills
• Ability to manage multiple applications simultaneously
• Comfortable liaising with lender BDMs and third-party stakeholders

Personal Attributes

• Highly organised and process-driven
• Proactive and solution-oriented
• Strong time management skills
• Able to work independently while collaborating with an onshore broker
• Committed to confidentiality and data security