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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

About the company

Wingman Group logo

Wingman Group

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.

Company details

Company size51 - 200

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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

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MR

Marcus Rivera

Chief Revenue Officer

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