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Loan Associate

Outsourced Pro Global

Role overview

Qualifications

  • 3+ years’ experience in Australian home loan processing or lending
  • Broker-side experience in the lending end-to-end process
  • Proficiency in Infinity, AOL, HubSpot, and Google Workspace
  • Recent or current experience in the AU Mortgage industry

Responsibilities

  • Prepare and process loan applications from pre-submission to settlement
  • Input and verify data in Infinity, HubSpot, and Apply Online (AOL)
  • Maintain organized and compliant digital files in Google Drive and CRM
  • Update stakeholders on loan status and next steps

Key facts

Hard skills

Mortgage Loan Processing Data Quality HubSpot CRM Google Workspace Real Estate Finance Project Collaboration

Other skills

  • Detail Oriented
  • Communication
  • Organizational Skills

About the company

Outsourced Pro Global logo

Outsourced Pro Global

Outsourcing & Offshoring

Outsourced Pro Global Limited is a trusted partner delivering high-quality outsourcing solutions to help businesses grow sustainably. We support recruitment, finance, HR, payroll, and operations with a focus on accuracy, reliability, and care. As the offshore hub for leading Australian companies, we unite skilled professionals driven by integrity, excellence, and innovation. Through strategic outsourcing, we empower businesses, strengthen teams, and create lasting value for our partners and people.

Company details

IndustryOutsourcing & Offshoring
Company size51 - 200

Links

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Job description

Benefits:
  • Service Fee: $750 – $1100 USD per month (depending on experience)
  • Location: Remote – Global
  • Job Type: Full-Time | Day Shift (Sydney, Australia Time Zone)
  • 28 days of paid time offs per year
  • Clear path for career growth and development

Essential Requirements:
  • 3+ years’ experience in Australian home loan processing or lending
  • Broker-side experience in the lending end-to-end process
  • Proficiency in Infinity, AOL, HubSpot, and Google Workspace
  • Recent or current experience in the AU Mortgage industry
  • Ability to work with the Zoom camera open during shift
Note: To save your time and ensure the best fit, please apply only if you meet the essential requirements listed above


About the Role

We’re seeking a detail-oriented Loan Associate to join our remote lending team. You'll support the Investment Lending Manager by managing loan documentation, data accuracy, compliance, and communication with lenders. This is a non-client-facing role focused on backend support for Australian property investment loans.


Key Responsibilities:

Loan Application Support
  • Prepare and process loan applications from pre-submission to settlement
  • Input and verify data in Infinity, HubSpot, and Apply Online (AOL)
  • Assist in collecting and reviewing client documents for compliance
Document & Data Management
  • Maintain organized and compliant digital files in Google Drive and CRM
  • Cross-check data across Infinity, AOL, and other platforms for accuracy
  • Prepare SOCA, AOL forms, and lender-specific documents
Lender Coordination
  • Submit applications via AOL with broker consent
  • Order property valuations, pricing assessments, and credit checks
  • Respond to lender MIRs and follow up on pending requirements
Loan Progress Tracking
  • Update stakeholders on loan status and next steps
  • Ensure documentation is ready for handover to the Settlement Team
  • Work closely with the Senior Loan Associate and Lending Manager
Team Collaboration
  • Collaborate with Lending Managers and internal teams
  • Join regular Zoom meetings and process improvement sessions
  • Share feedback and solutions to streamline workflows

Key Skills & Qualities:
  • Strong understanding of lender policies and compliance
  • High data entry accuracy and organizational skills
  • Proven experience managing MIRs, valuations, and credit reviews
  • Willingness to undergo and pass background check as a condition of employment (a consent form will be provided to shortlisted candidates)
  • Willingness to provide an NBI clearance

Preferred:
  • Experience with SMSF or complex loan types
  • Background in property investment or broking environment
  • Bachelor's degree in Finance, Business, or related field

Technical Requirements:
  • Windows 11 operating system or MacOS 13+
  • 256GB Storage space - minimum
  • 8-16GB RAM - minimum
  • Dual Core CPU - minimum
  • Camera: HD Webcam (720p)
  • Headset: Noise canceling (preferably)
  • Internet Speed: 50 Mbps - minimum

About Us

Outsourced Pro Global Limited is a trusted outsourcing partner supporting businesses in recruitment, finance, HR, payroll, and operations. As the offshore hub for leading Australian companies, we deliver high-quality, efficient solutions through a team driven by integrity, excellence, and innovation.

At OPG, you’ll be part of a collaborative, growth-focused community. We offer meaningful careers, global exposure, and a culture that values learning, professionalism, and long-term success. Your ideas matter, your growth is supported, and your impact is real.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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