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D2B

AU Mortgage Broker Support / Loan Processor (MyCRM required)

RemoteUTC+8…UTC+11
Published
Role
Support
Employment
Full-time
AUD 1.1k/mo
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Open to UTC+8…UTC+11. Set where you work from to check your eligibility.

No BS summary

Detail-oriented Loan Processor needed to support an Australian mortgage brokerage. Requires experience in Australian lending, loan processing, administration, and customer service, with a strong understanding of Australian residential lending processes. Must be proficient with MyCRM, Excel, and Google Workspace. Excellent English communication is essential.

Core skills

MyCRMloan processing

Required skills

Microsoft ExcelGoogle Workspace

Optional skills

commercial lendingasset and equipment financeAustralian lendersAustralian aggregators

Required languages

English

What you'll do

  • Prepare and package residential, commercial, and asset finance loan applications
  • Collect, review, and organise supporting documents
  • Submit applications to lenders and monitor progress
  • Follow up with lenders, BDMs, solicitors, accountants, and clients
  • Maintain accurate records in CRM systems
  • Order valuations and track outstanding requirements
  • Assist with settlements and post-settlement administration
  • Liaise with clients via email and phone
  • Provide updates on loan application progress
  • Schedule appointments and manage broker calendars
  • Ensure a high level of customer service at all times
  • Maintain electronic client files
  • Ensure documents are complete and compliant
  • Assist with lender and aggregator requirements
  • Prepare supporting documentation for credit assessments
  • Assist with social media content scheduling
  • Manage client database and follow-up campaigns
  • Support referral partner communications
  • Assist with preparation of presentations and marketing material

What they require

  • Previous experience supporting an Australian mortgage broker
  • Strong understanding of Australian residential lending processes
  • Excellent written and verbal English communication skills
  • High attention to detail
  • Ability to work independently and meet deadlines
  • Strong organisational and time management skills
  • Hands-on experience with MyCRM is required
  • Proficiency with Microsoft Excel and Google Workspace
  • Experience with commercial lending
  • Experience with asset and equipment finance
  • Experience dealing with Australian lenders and aggregators

Benefits

  • Full time and remote job
  • Australian business hours (dayshift)

D2B

Biz Consulting is a Queensland-based Australian mortgage broking and commercial lending business focused on delivering tailored lending solutions for residential and commercial clients. The company is currently expanding its residential lending operations and is seeking a highly organized Loan Processor & Assistant to support the Principal Broker by managing loan files, lender submissions, and administrative processes. As the business grows, the role is expected to expand into SMSF lending support, offering long-term career growth opportunities.

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What people say about this company

4.0/ 5

AUD 1.1k/mo