贷款处理员及经纪人助理 AU
Loan Processor & Broker Assistant AU
关于公司：
Biz Consulting 是一家位于昆士兰的澳大利亚抵押贷款经纪和商业贷款公司，专注于为住宅和商业客户提供定制的贷款解决方案。公司目前正在扩大其住宅贷款业务，并寻求一位高度有条理的贷款处理员兼助理，以支持主贷款经纪人，管理贷款文件、贷款人提交和行政流程。随着业务的增长，该职位预计将扩展至 SMSF 贷款支持，提供长期的职业发展机会。
概述：
我们正在寻找一位经验丰富的贷款处理员兼助理，具有澳大利亚抵押贷款行业的背景，负责从交接至结算的住宅贷款申请。该职位需要能够独立管理贷款文件，与客户和贷款人协调，并确保申请高效推进。成功候选人需有使用 Connective、Nexus Mercury 和 Apply Online（AOL）的实际经验，并对澳大利亚住宅抵押贷款流程有深入了解。随着时间推移，该职位也可能扩展至支持 SMSF 贷款活动。
经纪人负责所有初始客户接触和策略制定。该职位主要聚焦于后台行政和贷款处理，使经纪人能够将更多时间用于客户关系维护和开发新的贷款机会。
职责：
住宅贷款处理（主要职责）
- 从交接至结算管理住宅贷款申请。
- 准确且及时地收集、审查、整理并上传客户文件。
- 使用 Apply Online（AOL）准备并提交贷款申请。
- 监控申请进度，并主动跟进未完成的贷款人条件。
- 与客户、贷款人和其他利益相关者沟通，解决相关问题并推动文件进展。
- 在 Nexus Mercury 和 Connective 中保持准确且最新的客户记录。
SMSF 贷款支持（未来职责）
- 一旦住宅流程建立，协助处理 SMSF 贷款和文件。
- 支持现有 SMSF 客户的重新接触计划。
行政与业务支持
- 在 Nexus 中使用电子邮件记录归档和整理客户和公司数据。
- 协助再融资推广活动。
- 帮助重新激活休眠的推荐合作伙伴关系。
- 提供一般行政支持，以减少主管的工作负担。
查看英文原文
ABOUT THE COMPANY:
Biz Consulting is a Queensland-based Australian mortgage broking and commercial lending business focused on delivering tailored lending solutions for residential and commercial clients. The company is currently expanding its residential lending operations and is seeking a highly organized Loan Processor & Assistant to support the Principal Broker by managing loan files, lender submissions, and administrative processes. As the business grows, the role is expected to expand into SMSF lending support, offering long-term career growth opportunities.
OVERVIEW:
We are seeking an experienced Loan Processor & Assistant with a strong background in the Australian mortgage industry to manage residential loan applications from handover through settlement. This role requires someone who can independently manage loan files, coordinate with clients and lenders, and ensure applications progress efficiently. The successful candidate will have hands-on experience using Connective, Nexus Mercury, and Apply Online (AOL) and possess a thorough understanding of the Australian residential mortgage process. Over time, the role may also expand to support SMSF lending activities.
The broker handles all initial client engagement and strategy. The role focuses primarily on back-end administration and loan processing, allowing the broker to dedicate more time to client relationships and developing new lending opportunities.
RESPONSIBILITIES:
Residential Loan Processing (Primary Focus)
- Manage residential loan applications from handover through to settlement.
- Collect, review, organize, and upload client documentation accurately and on time.
- Prepare and submit loan applications using Apply Online (AOL).
- Monitor application progress and proactively follow up on outstanding lender conditions.
- Communicate with clients, lenders, and other stakeholders to resolve issues and keep files progressing.
- Maintain accurate and up-to-date client records in Nexus Mercury and Connective.
SMSF Lending Support (Future Scope)
- Assist with SMSF loan processing and documentation once residential workflows are established.
- Support client re-engagement initiatives for existing SMSF clients.
Administration & Business Support
- File and organize client and company data within Nexus using email records.
- Assist with refinance outreach campaigns.
- Help reactivate dormant referral partner relationships.
- Provide general administrative support to reduce the Principal Broker's workload.
- Perform other ad hoc administrative tasks as required.
Requirements
QUALIFICATIONS:
- Proven experience processing Australian residential mortgage loans from application through settlement.
- Hands-on experience using Connective.
- Hands-on experience using Nexus Mercury.
- Hands-on experience using Apply Online (AOL).
- Strong understanding of the Australian residential mortgage lending process.
- Excellent organizational skills with exceptional attention to detail.
- Strong written and verbal English communication skills.
- Ability to work independently in a remote environment while managing multiple loan files.
- Proactive mindset with the ability to identify issues, follow up on missing documentation, and escalate blockers promptly.
PREFERRED SKILLS (nice to have):
- Experience processing SMSF (Self-Managed Super Fund) loans.
- Previous experience working directly with an Australian mortgage broker.
- Familiarity with Australian lending policies and lender requirements.
- Experience running refinance campaigns and client re-engagement initiatives.
- Strong CRM and loan management system experience.
- Ability to streamline administrative workflows and improve process efficiency.
- Highly reliable, self-motivated, and confident in taking ownership of files from start to finish.
Originally posted on Himalayas