Loan Processor

Key Responsibilities
File Intake & Document Management
• Create new applications in MyCRM from online inquiries, phone calls, referrals, and returning clients
• Send initial document packs and manage collection of supporting documents
• Enter and index client data into MyCRM and AOL
• Order Equifax credit reports and ensure client data is accurate and up to date
File Assessment & Structuring
• Assess borrower position and complete borrowing capacity using, Quickli, and lender calculators
• Complete funding position summaries based on broker notes
• Identify suitable product and lender pathways based on policy, pricing, and file objectives
• Prepare pricing requests and liaise with BDMs for discretionary discounts
• Request valuations on securities as required via PropertyHub or Broker Portals
Submission & Compliance
• Prepare full loan files and submit to a wide panel of lenders including major banks, non-banks, and specialist lenders
• Work wi...