[Hiring] Loan Processor @D2B

Role Description

As a Loan Processor, you will play a critical role in bridging the gap between client aspirations and successful loan settlements. You will act as a high-level professional resource, ensuring that every application is handled with the same precision and care as a legal or financial planning firm. This is an opportunity to join a high-growth, remote-first team that values transparency, industry expertise, and a "client-first" mentality.

Responsibilities

• Loan Processing & File Management:
  • Manage loan applications through various stages of the process
  • Assist with preparing and lodging applications via:
    • Connective
    • Mercury Nexus
  • Ensure all files are complete, accurate, and ready for submission
  • Maintain clean and organised file structures
• Document Collection & Organisation:
  • Request and follow up on required documents from clients
  • Understand which documents are required for different lenders
  • Ensure all documents are correctly named and stored consistently
  • Identify missing or incorrect documents before submission
• Task Management & Prioritisation:
  • Manage multiple files and tasks simultaneously
  • Prioritise urgent files vs non-urgent files effectively
  • Follow structured workflows while also adapting to ad hoc requests
  • Ensure no tasks or follow-ups are missed
• Client & Lender Communication:
  • Communicate with clients via email to request documents and provide updates
  • Follow up outstanding items in a professional and friendly manner
  • Assist in following up lenders for application updates
• Support to Credit Analysts:
  • Assist credit analysts with:
    • Document collection
    • Lender follow-ups
    • File preparation
  • Help maintain workflow efficiency across the team
• Additional Responsibilities:
  • Conduct yearly client reviews
  • Order and review property valuations using CoreLogic RP Data
  • Assist with general admin and ad hoc tasks as required
  • Follow internal processes while also applying initiative when needed

Qualifications

• Minimum 1–2 years loan processing experience using:
  • Connective
  • Mercury Nexus
• Additional 1–2 years experience in the Australian mortgage or lending industry (broker, lender, or bank experience)

Requirements

• Technical Skills:
  • Strong understanding of:
    • Loan application process
    • Required documents for mortgage applications
    • File structuring and document naming
  • Ability to follow and execute processes accurately
  • Strong organisational and task management skills
• Work Style & Expectations:
  • Ability to work both:
    • Task-driven (structured workflows)
    • Ad hoc (responsive to urgent instructions)
  • Strong ability to prioritise workload effectively
  • Able to create personal systems/processes to ensure tasks are not missed
• Communication Skills:
  • Excellent written English (clear, professional emails)
  • Strong communication when following up clients and lenders
  • Friendly, positive, and approachable tone
• Personal Attributes:
  • High attention to detail (critical for compliance and accuracy)
  • Proactive and reliable
  • Friendly, bubbly, and enthusiastic personality
  • Strong work ethic and willingness to help the team
  • Takes pride in presentation and professionalism

What Success Looks Like

• Files are well-organised and submission-ready
• Minimal missing documents or errors
• Fast and consistent follow-ups with clients and lenders
• Strong support to brokers and credit analysts
• High compliance standards maintained
• Ability to handle both structured tasks and urgent requests seamlessly