D2B
Financial Services
LoanProcessor(AustralianMortgage,Mercury)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Loan Processor (Australian Mortgage, Mercury) at D2B. Skills: Loan Processing, Administrative Support, Client & Broker Support. managing loan applications from document collection through to settlement. ensuring accuracy, compliance, and timely progress across multiple lender platforms”
What You'll Achieve.
delivering a high-quality client experience; meeting deadlines
Industry & Context.
solutions-focused
What They're Looking For.
Must Have
minimum 2+ years as a virtual assistant and loan processor, experience with Mercury and AOL systems, Proficiency with CRM systems, cloud storage, and productivity tools (e. g. , Microsoft 365, Google Workspace), Strong understanding of mortgage broking processes and lender requirements
What You'll Do.
managing loan applications from document collection through to settlement
and timely progress across multiple lender platforms
provide ongoing support to clients and the broker
maintaining organisation and workflow management
and verify client documents (ID
Enter and update client data in CRM
AOL and lender platforms
Prepare application files for broker review prior to submission
Track application progress and liaise with lenders for status updates
Manage upcoming settlement to meet deadlines
Maintain accurate digital filing and compliance documentation
Be across the industry compliance obligations and changes
Support the broker with managing inbound enquiries and maintain the broker’s calendar
Prepare client onboarding documents
and follow‑up communications
Provide timely updates to clients
and referral partners
Assist with post‑settlement follow‑ups and client retention activities (rate reviews)
Collaborate with broker to develop workflow and client experience journey (first three months)
How You'll Work.
Team & Collaboration
Collaborate with broker to develop workflow and client experience journey
Communication Scope
Excellent written and verbal communication skills
Process & Methodology
Ability to manage multiple tasks and deadlines independently
Full Job Description
**Position:** Loan Processor **Salary:** 1,500 to 1,600 AUD /month (depending on skills and years experience) **Working Hours & Conditions: **Mondays to Fridays; 9am-5pm Melbourne, Australia time **Holidays:** Australian Holidays **OVERVIEW:** We are seeking an experienced Loan Processor to support the broker with end-to-end loan processing and administrative support. This role is primarily responsible for managing loan applications from document collection through to settlement, ensuring accuracy, compliance, and timely progress across multiple lender platforms. The Loan Processor will also provide ongoing support to clients and the broker, helping deliver a high-quality client experience while maintaining strong organisation and workflow management. **RESPONSIBILITIES:** **Loan Processing & Administration (Primary role)** * Collect, organise, and verify client documents (ID, income, liabilities, etc.). * Enter and update client data in CRM, AOL and lender platforms. * Prepare application files for broker review prior to submission. * Track application progress and liaise with lenders for status updates. * Manage upcoming settlement to meet deadlines. * Maintain accurate digital filing and compliance documentation. * Be across the industry compliance obligations and changes **Client & Broker Support** * Support the broker with managing inbound enquiries and maintain the broker’s calendar. * Prepare client onboarding documents, fact‑find forms, and follow‑up communications. * Provide timely updates to clients, lenders, and referral partners. * Assist with post‑settlement follow‑ups and client retention activities (rate reviews). * **Collaborate with broker to develop workflow and client experience journey (first three months) ** **Requirements** **Must Haves:** * **Previous experience (minimum 2+ years) as a virtual assistant and loan processor. ** * **Previous experience with Mercury and AOL systems** * **Proficiency with CRM systems, cloud storage, and productivit
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