Loan Processor

6 months ago


Frankston, Australia Level Up Loans Pty Ltd Full time

**About you**:
**Qualifications & Experience**:

- Experience in loan processing or a similar role, preferably 2+ years within mortgage broking.
- Thorough knowledge of loan products, regulatory compliance, and documentation.
- Excellent written, communication and telephone skills are essential.
- A detail-focused approach, commitment to accuracy and problem solving.
- Capable of performing well in a dynamic, fast-paced, and deadline-oriented environment.
- A Certificate IV & Diploma in Finance & Mortgage Broking is desirable.
- Experience with ApplyOnline, MyCRM, and FileInvite will be highly regarded.
- Experience with property investors & self-employed financials will be highly regarded.

**Tasks & Responsibilities**:

- Completion of servicing calculations and validating supporting documents.
- Rigorously check financial documents for precision and regulatory adherence.
- Work closely & liaise with clients, lenders, and our internal team to facilitate a seamless and prompt loan approval journey.
- Liaise with third parties, such as solicitors, accountants, conveyancers.
- Assisting the broker with existing clients' home loan reviews.
- Stay updated on industry rules and best practices.
- Deliver outstanding customer service and address general client queries.
- Positive attitude and a team player.

**Benefits**:

- Career progression to a mortgage broker, within a growing brokerage.
- Ongoing support & mentoring from the head mortgage broker/director.
- Work-life balance, no expectation to work weekends or extended hours.
- Regular team catch-ups - coffee, lunches, etc.
- Bright, energetic office with a fantastic large outdoor space along the river.
- Hybrid working arrangements available, after initial probation.
- Collaborate with an experienced, positive, like-minded, and driven team.
- Company laptop & mobile phone provided.
- About us:_
- Level Up Loans takes pride in being a forward-thinking and solution-oriented mortgage brokerage, based in the idyllic Mornington Peninsula. We are an up-and-coming brokerage, committed to assisting individuals, property investors & self-employed in building their wealth by way of personalised funding solutions. We have a strong focus on professional & exceptional customer service, foster a team-oriented culture, and are currently seeking an experienced Parabroker/Loan Processor to join our team. If you're solution-oriented, passionate, driven to succeed, and all about building long-term relationships with clients, we want to work with you _

**Job Types**: Full-time, Part-time

**Salary**: $60,000.00 - $75,000.00 per year

Expected hours: 30 - 37.5 per week

**Benefits**:

- Gym membership
- Professional development assistance

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Annual bonus

**Experience**:

- Loan processing: 1 year (required)
- Customer service: 2 years (required)

Licence/Certification:

- Certificate IV in Finance & Mortgage Broking (preferred)

Work Authorisation:

- Australia (required)

Ability to Commute:

- Frankston, VIC 3199 (required)

Work Location: Hybrid remote in Frankston, VIC 3199