Senior Mortgage Credit Analyst Support - AU (MyCRM)

3 weeks, 4 days ago
Full-time
Senior
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

  • Collect, audit, and analyze client financial documents using Hello packs and MyCRM.
  • Perform serviceability calculations, income shading, HEM comparisons, and debt-to-income analysis.
  • Analyze self-employed applicants’ tax returns and financial statements, including allowable add-backs.
  • Interpret lender policies from providers such as CBA, Macquarie, and RedZed to identify lender fit and decline risks.
  • Maintain complete compliance records, including signed consents, fact finds, and BID notes.
  • Ensure files are approximately 80%–100% complete before handoff and maintain accurate CRM statuses, notes, and tasks.
  • Prepare and present audit-ready loan files to Senior Credit Analysts for review and submission through Apply Online or NextGen.
  • Communicate policy issues, risks, and missing information proactively with brokers and credit staff.

Requirements

  • 3+ years of experience in Australian residential loan processing, submissions, or lender credit assessment.
  • Strong understanding of serviceability requirements, including buffer rates, HECS/HELP treatment, credit card limit loading, and LVR/LMI thresholds.
  • Experience with MyCRM (LMG) is highly regarded.
  • Experience with other Australian mortgage CRMs, combined with strong technical aptitude and willingness to learn, is acceptable.
  • Strong written and verbal English communication skills.
  • Proactive ability to identify and resolve potential file issues before credit assessment.
  • Availability to work fixed Australian business hours, 9:00 AM–6:00 PM AEST.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Strategic Finance Manager

AcuityMD 51-250 Health Care Providers & Services

AcuityMD is hiring a Strategic Finance Manager to partner with leadership across financial planning, business performance, AI transformation, and procurement while turning analysis into decisions that support the growth of its MedTech AI platform.

SQL
9 hours, 31 minutes ago

Client Finance Analyst I

Precision AQ 1001-5000 Business Consulting and Services

Precision Medicine Group is seeking a fully remote Client Finance Analyst I to support financial management, project accounting, reporting, invoicing, and month-end close activities across its client portfolio.

Salesforce
9 hours, 46 minutes ago

Finance Analyst

SparkfundTM 11-50 Renewable Electricity

Sparkfund is seeking a remote Finance Analyst to build and maintain pricing and project finance models that support Distributed Capacity Procurement deals and inform cross-functional negotiations.

10 hours, 16 minutes ago

Client Finance Analyst I

Precision Medicine Group 251-1K Pharmaceuticals

Precision Medicine Group is seeking a fully remote Client Finance Analyst I to support financial management, project accounting, reporting, invoicing, and month-end close activities for its client portfolio.

Salesforce
1 day, 9 hours ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers