Job Overview

Our client is seeking an AU Mortgage Loan Processor to support end-to-end mortgage processing and client journey management. This role focuses on ensuring smooth loan progression from application through to settlement, while maintaining strong client communication and CRM accuracy.

This is a non-voice, admin-heavy support role working closely with a mortgage broker and internal systems to ensure all files are actively tracked, updated, and progressing without delay.

Schedule

• Monday - Friday, 9:00 AM - 1:00 PM AEST (20 work hours per week)

• Note: Will increase to 6 hours per day (30 work hours per week) after 1 to 2 weeks, with the potential to transition to Full-Time after a few months.

Responsibilities

Loan File Management

• Prepare mortgage applications and supporting documentation
• Collect and organise required client documents
• Maintain and update CRM records (Go High Level + Sales Tracker)
• Ensure all loan files are accurate and up to date

Lender Management

• Follow up with lenders on approvals, conditions, valuations, and settlement progress
• Track application status and escalate delays where required

Client Communication

• Provide proactive client updates throughout the loan process
• Respond to client queries within 24 hours
• Maintain clear, professional written communication (email-based)

Settlement Coordination

• Liaise with solicitors, lenders, and stakeholders
• Ensure smooth coordination through to settlement completion

System & Database Support (M180 System)

• Maintain and update internal mortgage tracking system (M180)
• Schedule 6-month and 12-month client review reminders
• Ensure database accuracy and ongoing engagement tracking

Key Outcomes / KPIs

• No loan files left without a next action or follow-up
• All clients receive proactive and timely updates
• CRM reflects real-time pipeline visibility and accuracy
• All M180 review dates are correctly scheduled and tracked
• High client satisfaction and referral readiness

Daily Operating Rhythm

• Morning: review all active loan files and lender updates
• Midday: follow up lenders and chase outstanding documentation
• End of day: ensure every file has a next step, owner, and due date

Requirements

• Experience in mortgage broking support, loan processing, or financial services administration
• Familiarity with CRM systems (Go High Level preferred)
• Exposure to loan application workflows and lender coordination
• Experience or ability to quickly learn Sales Tracker (aggregator platform)
• Strong attention to detail and organisational skills
• Professional written English for client communication
• Ability to manage multiple active loan files
• Experience with Australian mortgage processes is highly desirable
• Comfortable working in a structured, KPI-driven environment

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.