[Hiring] Loan Processor & Client Support Specialist @D2B

Role Description

We’re looking for an experienced Loan Processor / Client Support Specialist to join a well-established Australian mortgage broking business. You’ll be supporting an experienced mortgage broker with more than 25 years in the finance industry, helping keep loan applications moving smoothly from the initial application right through to settlement.

This is a hands-on role where you’ll be an important part of the client experience. You’ll take ownership of the day-to-day loan administration, keep documents and tasks organized, follow up on outstanding requirements, and make sure clients are kept informed along the way.

The broker will continue to handle lending advice, servicing calculations, recommendations, and key compliance responsibilities. Your focus will be on keeping the process organized, staying ahead of requirements, and making sure nothing gets missed or unnecessarily delayed.

Key Responsibilities

• Preparing and completing loan application information in GEM
• Submitting applications through Apply Online
• Managing loan files from submission through to settlement
• Following up with clients for outstanding documents and information
• Providing friendly and proactive updates to clients throughout the loan process
• Liaising with lenders to help keep applications progressing
• Reviewing files to identify missing information or potential delays
• Keeping accurate notes, tasks and status updates in JAM / Sales Trek
• Keeping the broker updated on application progress
• Escalating complex lending scenarios or compliance matters when required

Qualifications

• At least 2 years’ experience supporting an Australian mortgage broker
• Comfortable managing multiple active loan files at different stages of the process
• Organised, proactive, and confident communicating with Australian clients and lenders
• Good understanding of Australian home loan processes, lender requirements, and loan documentation
• Hands-on experience using Apply Online and mortgage processing or CRM systems
• Experience with GEM, JAM / Sales Trek, or another Australian aggregator environment would be highly regarded

Company Description