Mortgage Broker Assistant / Loan Processor - 126

18 hours, 14 minutes ago
Full-time
Junior
Operations
D2B

D2B

D2B specializes in connecting Australian businesses with top offshore talent, facilitating the hiring process to help companies scale efficiently and effectively.

Professional Services

Description

  • Finalize lender selections based on client needs and loan strategy.
  • Perform accurate funding calculations and maintain data accuracy in CRM records.
  • Submit and update file notes in CRM systems, using AI tools where appropriate.
  • Support lender servicing and stay familiar with key bank policies.
  • Manage the ApplyOnline (AOL) loan submission process.
  • Handle SMSF structures and self-employed loan applications.
  • Review income documentation, including payslips and company or individual tax returns.
  • Conduct lender file follow-ups and track application progress.
  • Support back-book client management and the end-to-end client review process.
  • Communicate with clients primarily via email and coordinate with internal teams.
  • Participate in regular team Zoom calls and handle ad-hoc tasks as needed.

Requirements

  • Minimum 2 years of relevant experience.
  • Proficiency with MyCRM and ApplyOnline (AOL).
  • Strong Microsoft Excel and Word skills, including spreadsheet creation.
  • Excellent attention to detail for data entry and documentation.
  • Ability to multitask and work independently.
  • Proactive problem-solving ability with a positive, engaging team presence.
  • Experience supporting mortgage broking or loan processing operations is preferred.
  • Experience with back-book client management is advantageous.
  • Comfort using AI tools within CRM for file notes.
  • Availability to work NZ business hours in a 100% remote setup.

Benefits

  • Salary up to NZD $1,900, depending on experience and client discretion.
  • 100% remote work arrangement.
  • Work during New Zealand business hours.
  • New Zealand public holidays observed.

Interested in this position?

Apply directly on the company website

Apply Now

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