Location: Bengaluru
Work Mode: Hybrid
Experience: 3–5 Years
Shift: As per project requirements
About the Role
We are looking for an Analyst – Loan Processing & Broker Support to support Australian brokers with end-to-end loan processing and lending administration activities. The role will involve managing loan applications, coordinating documentation, tracking valuations and approvals, supporting settlements, and ensuring applications progress smoothly through the lending lifecycle.
The ideal candidate should have hands-on experience in Australian lending/mortgage operations, strong attention to detail, excellent communication skills, and the ability to manage multiple activities within defined timelines.
Key Responsibilities
- Support Australian brokers with end-to-end loan processing and administration.
- Manage lead follow-ups, appointment scheduling, client setup, and documentation.
- Prepare accurate credit/diary notes and maintain CRM records.
- Review loan scenarios and supporting documents for purchase and refinance applications.
- Order and track property valuations, pricing requests, credit reports, and other application requirements.
- Perform data entry and application processing using lending platforms such as Mercury and Apply Online.
- Support loan serviceability assessments for PAYG and self-employed applicants.
- Prepare and communicate loan scenarios, structures, and proposals to customers/brokers.
- Track and respond to pre-assessment and assessment exceptions to keep applications moving.
- Coordinate formal approvals, discharge documentation, solicitor letters, and settlement activities.
- Track documentation, funds-to-complete requirements, and post-settlement activities.
- Coordinate with brokers, customers, lenders, solicitors, and internal stakeholders to resolve queries.
- Ensure adherence to Australian lending processes, compliance requirements, and quality standards.
- Identify process gaps and contribute to continuous improvement initiatives.
Must-Have Skills
- 3–5 years of experience in Australian lending/mortgage operations.
- Strong understanding of Australian home loan/mortgage processing.
- Experience supporting Australian mortgage brokers or lending teams.
- Knowledge of loan processing, documentation, credit assessment, and settlement processes.
- Exposure to loan serviceability and purchase/refinance scenarios.
- Strong data management, documentation, and organizational skills.
- Excellent written and verbal communication skills.
- Strong attention to detail and ability to manage multiple priorities.
- Proficiency in MS Office and CRM/lending platforms.
Good to Have
- Experience with Mercury / Apply Online or similar Australian lending platforms.
- Exposure to Equifax reports and credit files.
- Experience handling pre-assessment/assessment exceptions.
- Knowledge of valuation, pricing, discharge, and settlement processes.
- Experience working in a broker support/back-office lending environment.
Education
A bachelor's degree in Finance, Banking, Commerce, Business, or a related discipline is preferred. Candidates from other educational backgrounds with relevant Australian lending experience may also be considered.
