Offer summary

Qualifications:

At least 2 years of experience in loan processing or financial operations., Strong understanding of lending procedures and compliance., Excellent written and verbal communication skills., Highly organized with great attention to detail..

Key responsibilities:

Process loan applications by collecting and verifying financial documents.

Liaise with clients, brokers, and lenders to manage documentation and respond to queries.

Ensure compliance with legal and regulatory standards for loan files.

Assist with operational support and suggest process improvements.

Job description

About Us

Buddle was founded to address the growing demand for reliable and efficient staffing solutions across diverse industries globally. Our mission is to seamlessly connect businesses with skilled professionals, fostering long-term partnerships that benefit both parties. At Buddle, we prioritise trust, value, and sustainability in every staffing solution we provide.

About the Role

We’re looking for a detail-oriented Loan Processor and Operations Associate to support the end-to-end processing of loan applications and assist with critical backend functions that ensure compliance, efficiency, and an excellent client experience. In this role, you will collaborate with brokers, lenders, and internal teams to manage documentation, validate applications, maintain data integrity, and help drive timely settlements.

If you have experience in loan processing or credit operations, exceptional organisational skills, and a proactive mindset when it comes to compliance and customer service, we’d love to meet you!

Key Responsibilities

Loan Application Processing

Collect, review, and verify applicant financial documents and identification details
Enter client data into the CRM or lender platforms accurately and promptly
Prepare and compile supporting documentation for submission to lenders

Documentation & Settlement Support

Manage the preparation and collation of loan documentation, ensuring all required fields and signatures are completed
Coordinate lodgments and follow up on settlements and discharges as needed

Stakeholder Coordination

Liaise with clients, brokers, lenders, and underwriters to gather information and respond to queries
Support brokers in adhering to internal compliance procedures and client communication protocols

Compliance & Risk Management

Ensure loan files meet legal and regulatory standards, including credit and lending compliance
Maintain accurate and up-to-date records in line with internal and external audit requirements

Operational Support

Assist with servicing calculations and back-end loan servicing processes
Maintain and update client information within HubSpot and internal databases
Suggest and support process improvements to optimize loan operations

Customer Service

Respond to inquiries from clients and stakeholders in a timely and professional manner
Support positive customer experiences by ensuring application progress is smooth and transparent

Other Responsibilities

Make necessary process suggestions and improvements which can help the team.

Contributes to team effort by accomplishing related results as needed.
Perform other related tasks and duties that may be assigned by the client later on.

About You

At least 2 years of experience in a loan processing, credit support, or financial operations role
Strong understanding of lending procedures, compliance, and credit documentation
Experience working with CRMs or loan management systems — HubSpot experience is a strong plus
Excellent written and verbal communication skills
Highly organised with great attention to detail and the ability to manage multiple priorities
Proactive and customer-centric mindset, focused on delivering service excellence
Comfortable working independently in a remote environment
Knowledge of Australian lending/compliance processes is a bonus