about us
we are a fast-growing financial services firm committed to helping individuals and businesses secure the best loan solutions. our team thrives on precision, integrity, and client satisfaction. we're now looking for a detail-oriented and proactive loan writer to join our dynamic team.
key responsibilities
• data entry into various crms (infynity, mycrm, mercury, flex, salestrekker) and apply online (aol)
• preparing application documents, including first home buyer scheme forms, grants, and discharge forms
• document management: collecting, renaming, organising, and follow-up
• conducting valuations, pricing requests, credit checks, and living expense analysis
• handling loan applications from start to finish — crm to aol submission, pricing, valuation, and servicing
• identifying suitable lenders for specific scenarios
• running scenarios with bdms
• researching and interpreting lender policies
• liaising with customers, solicitors, lenders, and other relevant stakeholders
nice to have:
• certificate iv in finance and mortgage broking
• experience working with australian or international loan processes
• familiarity with insurance coordination and financial planning
if you're passionate about helping people achieve their financial goals and have a knack for detail, we’d love to hear from you. apply now and be part of a team that values excellence and innovation.;