Loan Processor

• Manage end-to-end loan processing, including client onboarding, document collection, application preparation, submission, settlement tracking, and post-settlement support in collaboration with the broker and team.
• Review and analyze client documents such as fact finds, payslips, bank statements, and tax returns to ensure file completeness and readiness.
• Coordinate with lenders, BDMs, and support teams for application submissions, pricing requests, product comparisons, and status updates.
• Use CRM platforms like BrokerEngine to maintain accurate application records and use Quickli as the servicing calculator platform.
• Monitor loan progress and proactively communicate with clients to ensure a seamless experience from submission to settlement.
• Assist in preparing annual review documentation, discharge forms, and post-settlement activities such as gifting or reconciliation.
• Maintain a high level of data accuracy and compliance with internal processes.
• Manage the corporate mailbox and ensure smooth client communication.
• Support the Director in delivering a high-touch client service model with efficiency and professionalism.

• Bachelor's degree in Business Administration, Finance, or a related field.
• A minimum of 4 years' experience in residential mortgage or insurance broking, specifically in the Australian mortgage environment.
• Strong understanding of mortgage loan processes, from document collection to settlement and aftercare.
• Skilled in reviewing financial documents and calculating borrowing capacity using tools such as Quickli.
• Proficiency with loan and CRM systems, especially BrokerEngine, MyCRM, Mercury, ApplyOnline, and Microsoft Office applications.
• High attention to detail, strong organisational skills, and the ability to manage multiple priorities independently.
• Excellent written and verbal communication skills, with a focus on client service.
• Self-motivated, proactive, and capable of working autonomously in a remote setup.

• Be part of a Great Place to Work® certified company that's going places!
• Thrive in a dynamic, inclusive, and supportive culture that celebrates collaboration, diversity, and shared success across borders.
• Enjoy competitive compensation that recognises your skills and contributions.
• Work with global clients and stakeholders, gaining valuable international exposure.
• Comprehensive medical benefits to support your well-being, covering your family member(s).
• Generous paid leave entitlements, because life outside work matters too.
• Exciting team outings, company events, and travel opportunities, like our annual overseas trips, unforgettable parties, and more.
• Collaborate with colleagues across Malaysia, Vietnam, the Philippines, and Australia, expanding your global perspective.
• Ongoing training and career development tailored to your role and the industry.

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