The Loan Processor will help manage loan applications from initial document collection through to submission, approval and settlement. They will maintain accurate client and application records in InFynity (Finsure), follow up outstanding information and keep application milestones moving.
This is an administrative and coordination role. Credit assessment, loan structuring and lending recommendations remain with the broker.
Loan Application Processing
- Support the administration of loan applications from onboarding through to settlement.
- Collect, organise and check client documents against application requirements.
- Follow up missing or outdated information, such as income, identity, asset and liability documents.
- Prepare complete, clearly organised application files for the broker’s review.
- Assist with application data entry and preparation for lender submission.
- Track application progress, outstanding conditions and key dates.
InFynity (Finsure) CRM & File Management
- Use InFynity (Finsure) as the primary CRM to maintain accurate client, contact and application records.
- Update application stages, notes, tasks and follow-up dates.
- Keep digital client files organised and ensure supporting documents are saved appropriately.
- Help establish consistent CRM and file-management processes as the business develops its systems.
- Identify missing information or record discrepancies and raise them promptly.
Lender & Stakeholder Coordination
- Follow up with lenders regarding application status, outstanding requirements and next steps.
- Coordinate supporting information and documents with clients and relevant parties, as directed by the broker.
- Monitor lender conditions and ensure requests are followed up within required timeframes.
- Keep the broker informed of application progress, delays and potential issues.
- Provide clients with administrative updates using approved instructions and messaging.
Approvals, Settlement & Follow-Up
- Track applications through approval, documentation and settlement milestones.
- Follow up outstanding lender conditions and settlement requirements.
- Confirm that relevant documents and records are complete before closing out a file.
- Assist with post-settlement administration and any required client follow-up.
- Maintain clear records of actions taken and communications.
Requirements
Tools & Systems
- InFynity (Finsure) CRM — essential
- Email and digital document-management tools
- Spreadsheets and task trackers, as required
- Ability to learn and help document new workflows as additional systems are introduced
Key Requirements
- Experience processing mortgage or finance applications.
- Strong administrative coordination and document-management skills.
- Experience using InFynity (Finsure) or confidence learning it quickly.
- High attention to detail and accuracy when handling financial and personal documents.
- Strong organisation and ability to track multiple applications and deadlines.
- Professional written and spoken English.
- Confidence following up with clients and lenders.
- Ability to work independently, keep the broker informed and escalate issues promptly.
- Good judgement when handling confidential client information.
Highly Desirable
- Experience supporting an Australian mortgage broker or finance business.
- Familiarity with home loan, refinance, construction, commercial or asset finance applications.
- Experience managing application conditions through to settlement.
- Go High Level experience (for future lead generation management)
Benefits
- 100% Work From Home – no daily commute, office attendance or relocation.
- Independent Contractor Arrangement – an opportunity to work independently under a service engagement rather than traditional employment.
- Professional Autonomy – candidates provide their own home-office setup and manage their working environment.
- Australian Business Exposure – direct experience supporting an Australian mortgage and finance broker.
- Potential Tax Efficiency and Competitive Professional Fee