Loan Officer

Role Overview:
We're looking for a detail-oriented Senior Loans Processing Officer to support a New Zealand-based mortgage brokerage. This role involves end-to-end preparation of home loan applications, reviewing supporting documents, and ensuring all submissions are lender-compliant. Youll play a critical back-office role, helping brokers process deals faster and more accurately.

Key Responsibilities:

• Prepare full loan applications using broker notes and provided client documentation.

• Accurately input client and deal data into MyCRM and other lender platforms.

• Review, organise, and label critical documents (ID, payslips, bank statements, S&P agreements, etc.).

• Perform UMI calculations, affordability checks, and lender-specific servicing assessments.

• Draft detailed submission notes and file summaries for broker review.

• Ensure compliance by maintaining clear and accurate digital records.

• Monitor file progress, flag missing info, and proactively follow up on pending items.

What We're Looking For:

• Strong written English and exceptional attention to detail.

• Experience or familiarity with residential mortgage processing (NZ lending experience a plus).

• Able to work independently in a task-based, remote setting.

• Comfortable with structured workflows and managing deadlines.

• Reliable internet connection and availability for NZ time zone support.

• Proficient in Microsoft Office, PDF editors, and digital file management.

Nice to Have:

• Prior use of MyCRM and experience with NZ bank forms.

• Background in banking, mortgage processing, or financial services admin.

• Understanding of NZ lender policies, compliance documentation, and servicing rules.