About the Company
Our client is a young, dynamic, and rapidly growing mortgage brokerage based in Sydney, backed by over a decade of experience in residential and commercial lending. Our client is seeking a motivated and detail-oriented Loan Processing Assistant to support the internal brokers from end-to-end loan processing. This role is ideal for someone with experience in mortgage or financial services who thrives in a fast-paced, client-focused setting.
Key Responsibilities:
- Prepare home loan and commercial loan applications, including gathering and organizing all supporting documentation.
- Liaise with lenders, clients, and third parties such as solicitors, real estate agents, accountants, and loan platforms.
- Collect, verify, and manage documents including income, ID, and asset/liability information.
- Monitor applications throughout the approval and settlement process, ensuring timely updates and resolution of issues.
- Maintain accurate client records and ensure compliance with lending policies and regulatory requirements.
- Deliver professional, proactive, and responsive service to clients throughout the loan process.
- Update and manage CRM and workflow systems to track progress and support efficient operations.
- Provide administrative and operational support to the loan team as required.
Requirements:
- 2–3+ years’ experience in residential, commercial, or related financial lending services.
- Solid understanding of mortgage products, policies, and loan procedures.
- Quick to learn and adapt—committed to professional development and internal growth opportunities.
- Highly organized, detail-oriented, and able to prioritize tasks effectively in a deadline-driven environment.
- Strong communication and interpersonal skills; comfortable interacting with clients, lenders, and stakeholders.
- High level of initiative and accountability; able to work independently and within a team.
- Passionate about customer service and building long-term client relationships.
- Familiar with CRM, loan lodgement, and aggregation platforms.
- Proficient in Microsoft Office Suite, Adobe, Google Drive, OneDrive, and database systems.
- Fluent English and Mandarin speaking & writing skill is required but not essential
Salary: $75k-$85k plus super
Location: Sydney
Work Type: Full Time
Industry: Mortgage Brokering
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