Logo for Wingman Group

Loan Processor - ansmt

Role overview

Qualifications

  • Detail-oriented
  • Organised
  • Passionate about helping clients

Responsibilities

  • Send document checklists to clients
  • Follow up on missing or incomplete requirements
  • Verify the accuracy and validity of documents
  • Enter client and loan data into CRM and lender portals

Key facts

Hard skills

Other skills

  • Detail Oriented

About the company

Wingman Group logo

Wingman Group

  • Outsourcing & BPO
  • 51–200
Wingman is a small, Brisbane based and Australian-owner provider of outsourced staffing. Wingman aims to achieve more for less with a reliable, friendly, high performing remote team.

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Mortgage Loan Processor

πŸ“ Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment.

Are you detail-oriented, organised, and passionate about helping clients through the loan process? We’re looking for a skilled Mortgage Loan Processor to join our team and ensure smooth, accurate, and timely loan submissions from application through settlement.

What You’ll Do:

πŸ“„ Document Management

  • Send document checklists to clients

  • Follow up on missing or incomplete requirements

  • Verify the accuracy and validity of documents

πŸ’° Lender Pricing & Proposal Preparation

  • Complete lender pricing requests

  • Order valuations when needed

  • Review lender policies to ensure accurate loan structuring

  • Prepare high-quality credit proposals

πŸ“₯ Data Entry & Loan Submission

  • Enter client and loan data into CRM and lender portals

  • Upload all supporting documentation

  • Submit the full loan application to the lender

πŸ”„ Managing Conditions & Client Follow-ups

  • Gather outstanding documents to satisfy lender conditions

  • Coordinate closely with clients to ensure timely completion

  • Present final files for broker review before re-submission

🏑 Valuation Coordination

  • Order valuations (if not done earlier)

  • Follow up on valuation progress and address any valuation concerns

βœ”οΈ Formal Approval & Settlement Prep

  • Communicate formal approval updates to both broker and client

  • Assist in preparing the file for the settlement stage

Related jobs

See all Commercial Loan Officer jobs

Other jobs at Wingman Group