Loan Processor (Mortgage / Lending)

• Manage and process mortgage and lending applications from initiation to submission
• Review loan files to ensure completeness, accuracy, and compliance
• Prepare application documents for lender submission
• Track loan progress and follow up on outstanding conditions

• Communicate with clients to collect required documentation
• Provide updates on application status and next steps
• Liaise with lenders, solicitors, and third parties to facilitate approvals and settlements

• Maintain accurate and organised client files
• Ensure all documentation meets regulatory and internal compliance standards
• Assist with AML/CFT checks and document verification

• Update and manage CRM systems and loan pipelines
• Support pre-settlement and post-settlement processes
• Perform general administrative tasks related to loan processing
• Identify process improvements to enhance efficiency

• Experience with mortgage/lending platforms or CRM systems preferred
• Familiarity with New Zealand FSG systems is an advantage but not required
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Comfortable using cloud-based document management tools

• Strong attention to detail and organisational skills
• Excellent written and verbal English communication
• Ability to follow structured processes with high accuracy
• High level of discretion when handling confidential financial data
• Self-motivated with the ability to work independently

• Open to entry-level to intermediate candidates
• Prior experience in mortgage processing, lending, banking, or financial services is an advantage
• Background in administration, finance, or customer support is beneficial

D2B