Loan Processor

About Teamified

Teamified works with top enterprises and digital native businesses in Australia helping them build their remote teams in India, Philippines and Sri Lanka. We pride ourselves with hiring great teams to work on exciting game changing technology. Teamified currently has 200+ engineers, testers, product managers etc. working across 20+ partners. We focus on uplifting the way organisations build and manage their remote teams through great working relationships, trust, integrity, culture and hiring processes. Additional to this we are building our own technology product offerings. We strive to deliver the best outcomes for our customers, our partners and our people.

About our Client:

Our client works tirelessly to get you the right home loan, not just the easiest one. They want to be the #1 mortgage broking business in Australia as judged by their most valued critics – their customers! Their focus on delivering world-class customer service directs everything that they do, and since launching in 2013, They’re proud to have helped thousands of satisfied customers across Australia achieve fantastic financial outcomes.

About the Role:

The Senior Loan Processor is responsible for managing mortgage applications from submission through to settlement while ensuring accuracy, compliance, and timely processing. The role works closely with mortgage brokers, lenders, clients, and internal stakeholders to gather documentation, verify application details, and ensure a smooth loan processing experience. This role requires experience in Australian mortgage processing, excellent attention to detail, and proficiency in CRM systems used in mortgage broking environments. The Senior Loan Processor plays a key role in ensuring applications progress efficiently through the loan lifecycle.

Key Responsibilities:

Loan Processing & Administration

• Manage loan processing from application submission through to settlement.
• Review loan applications for completeness and accuracy before submission to lenders.
• Collect, verify, and organise supporting documents including financial statements, identification, and compliance requirements.
• Ensure all loan documentation meets lender and regulatory standards.
• Track loan applications and proactively follow up with lenders, brokers, and clients.

CRM & System Management

• Maintain accurate and up-to-date records in the CRM system.
• Manage loan pipelines, tasks, and documentation through the CRM platform.
• Update notes, milestones, and compliance records throughout the loan lifecycle.
• Generate reports and pipeline updates for internal stakeholders.

Client & Stakeholder Communication

• Liaise with brokers, lenders, clients, and solicitors to ensure smooth processing of loan applications.
• Provide updates regarding application status and required documentation.
• Respond promptly to enquiries from clients and stakeholders.

Compliance & Quality Assurance

• Ensure loan files comply with Australian mortgage lending regulations and lender policies.
• Maintain accurate records to support compliance and audit requirements.
• Identify potential risks or issues in loan applications and escalate where necessary.

Process Improvement

• Identify opportunities to improve efficiency in loan processing workflows.
• Support the development of best practices for documentation, CRM management, and lender communication.

Requirements:
• Minimum 2–3 years of experience in mortgage loan processing, preferably within the Australian mortgage industry.
• Experience supporting loan applications from submission through to settlement.
• Strong experience working with mortgage CRM systems such as Mercury Nexus, Flex, Podium, SalesTrekker, MYCRM, or similar platforms.
• Experience working with Australian lenders and mortgage brokers.
• Solid understanding of mortgage documentation and loan application requirements.

Skills & Competencies

• Strong attention to detail and accuracy.
• Excellent communication and stakeholder management skills.
• Ability to manage multiple loan files simultaneously.
• Strong organizational and time management skills.
• Ability to work independently in a remote environment.
• Proficiency in CRM systems, Microsoft Office, and mortgage processing tools.

Preferred Experience

• Experience supporting Australian mortgage brokers or mortgage firms.
• Knowledge of Australian lending regulations and compliance requirements.
• Experience with lender portals and loan lodgment platforms.

Benefits:
• Flexibility in work hours and location, with a focus on managing energy rather than time.
• Access to online learning platforms and a budget for professional development
• A collaborative, no-silos environment, encouraging learning and growth across teams
• A dynamic social culture with team lunches, social events, and opportunities for creative input
• Health insurance
• Leave Benefits
• 13th month

If you possess the required skills and are eager to contribute to our team's success, we encourage you to apply for this exciting opportunity. Apply now!