
Closed
Posted
We are seeking an experienced and detail-oriented Broker Support / Loan Processor to join our team on a full-time (40 hours per week) basis. The ideal candidate will have hands-on experience in Broker Engine and Flex (AFG) systems, with at least five years of end-to-end loan processing experience. Commercial lending exposure will be highly regarded, as the role involves working across residential, investment, and business lending files. You’ll play a critical role in maintaining loan quality, compliance, and operational efficiency while supporting the broker team in achieving consistent, accurate, and timely loan submissions. 1. Time Commitment Full-time position: 40 hours per week, typically across five weekdays during core business hours 9am-5pm (Sydney Time). Expected to maintain consistent workflow and responsiveness throughout the day. Must be available during business hours for direct communication with clients, brokers, and lenders. 2. Loan Application Productivity Minimum of 2 complete loan applications per day (average 10 per week). A “complete” loan file includes: Verified client documents (income, ID, liabilities, and expenses) Completed serviceability and policy checks Submission to the appropriate lender File prepared to broker-ready and compliance-ready standard Maintain consistent turnaround times and manage multiple files concurrently. 3. Accuracy & Independence Files must be accurate, policy-aligned, and not require rechecking by brokers. Submissions should demonstrate a sound understanding of credit assessment and lender policy application. Work independently while adhering to established company processes and procedures. Take initiative to identify and resolve issues without requiring constant supervision. 4. Compliance Standards Maintain 90% or higher compliance across all file submissions. Compliance includes: Responsible lending documentation File notes and evidence of client discussions Signed credit guides and checklists Accurate CRM and Broker Engine updates Adherence to NCCP, Privacy, and AML/CTF requirements 5. Monthly Compliance & Performance Report Submit a detailed Monthly Compliance and Performance Report by the 5th business day of each month, outlining: All applications submitted, approved, and settled Compliance results and identified gaps Turnaround times and decline reasons Active pipeline breakdown Corrective actions and improvement measures 6. Communication & Escalation CC the broker and management on all client and lender-related emails. Use internal chat platforms (Teams, WhatsApp, or Slack) for quick issue escalation. Maintain professional written communication at all times. Immediately escalate potential delays, compliance risks, or client issues with proposed solutions. 7. Daily Follow-Up & Reporting Conduct daily follow-ups with: Clients pending document submissions Lenders for progress updates Brokers for assigned tasks or clarifications Record all interactions and follow-ups in CRM or Broker Engine with timestamps and next actions. Submit a daily activity report summarising time spent per task type. 8. CRM, Broker Engine & Record Keeping Maintain complete, accurate, and up-to-date records in: Broker Engine Flex (AFG) CRM systems (contact details, file notes, milestones, and follow-up logs) Apply consistent file naming conventions and data entry accuracy. Ensure all system updates reflect real-time progress. 9. Workflow Management & Downtime Activities During quieter periods, you are expected to: Re-engage dormant leads and pending clients Clean and archive old digital files Update lender comparison matrices or process checklists Review policy updates and attend aggregator or lender webinars Assist in improving internal templates and resources 10. Lender Accreditation Support Prepare and submit lender/bank accreditation forms accurately and in full. Compile and maintain documentation including: ABN, ACL, and entity details Broker identification and compliance certificates MFAA/FBAA membership and PI insurance Track all accreditation submissions and maintain an internal register. 11. File Settlement & Post-Approval Support Coordinate post-approval and settlement processes: Manage lender and client conditions Liaise with solicitors, conveyancers, and banks Confirm settlement completion and update CRM Conduct post-settlement client follow-up and file closure 12. Performance Metrics & Review Performance will be evaluated monthly against the following: Loan volume and turnaround time Compliance rate (≥90%) Accuracy and independence (minimal broker corrections) Responsiveness (within 2 business hours) Record-keeping consistency Team collaboration and problem-solving initiative 13. Professional Development Maintain up-to-date knowledge of lender policy changes and aggregator procedures. Complete at least two professional development or lender training modules per month. Contribute to continuous improvement of internal systems and workflows. Preferred Skills & Experience Minimum 5 years of loan processing experience within a mortgage brokerage environment. Experience with Broker Engine and Flex (AFG) is essential. Strong understanding of residential and commercial lending processes, policies, and documentation. Excellent attention to detail, time management, and problem-solving skills. Demonstrated ability to work independently with high accuracy and accountability.
Project ID: 40443903
10 proposals
Remote project
Active 21 secs ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
10 freelancers are bidding on average $5 AUD/hour for this job

Hi Sir, I have 5+ years of experience in mortgage and loan processing, including residential and commercial lending support. I am experienced with Broker Engine, Flex (AFG), CRM management, compliance documentation, lender follow-ups, and end-to-end file processing from application to settlement. I can independently manage accurate, compliance-ready submissions, maintain detailed CRM updates, handle client/lender communication professionally, and meet daily productivity targets. I am detail-oriented, reliable, and available full-time during Sydney business hours. I’m confident I can support your broker team with efficient workflow management and high-quality loan processing.
$6 AUD in 40 days
6.5
6.5

Hi there! I am available for full time broker task and will do this task as per your requirements. Let’s talk more in chat! Thank You
$5 AUD in 40 days
5.5
5.5

As an experienced and skilled Virtual Assistant, I'm confident that I possess the organizational prowess and attention to detail necessary for this role. Having worked with various CRM systems, including HubSpot, Zoho, and Salesforce, I am familiar with the integral processes involved in managing extensive records in Broker Engine, Flex (AFG), and CRM systems - key skills required from a proficient Broker Support / Loan Processor. Moreover, my excellent communication skills and proficiency in tools like Slack, WhatsApp, Zoom, and more ensure effective and prompt collaboration with clients, brokers, lenders, as well as commenting and filing records properly. In addition to my proven ability to work independently and efficiently in high-pressure environments while adhering to established guidelines. I have a deep understanding of NCCP, Privacy, and AML/CTF requirements that are crucial for maintaining consistent compliance standards. Having successfully streamlined operations, improved response time, increased lead conversions and delivered reliable support to previous clients throughout multiple industries speaks volumes about my commitment towards not just completing tasks but improving overall workflows. If given the opportunity, I promise to bring this same level of dedication to your company while maintaining 90%+ compliance in all file submissions allowing your team to focus their energy elsewhere.
$5 AUD in 40 days
0.5
0.5

Being a freelance web and software developer, I have gained invaluable experience in working with different types of platforms including CRMs. With this, I am confident that handling your CRM system alongside others like Broker Engine and Flex will be seamless for me as I am adaptive to different platforms and tools. My understanding of business operations means I can quickly adapt to your established company processes while also bringing fresh perspectives that could improve operational efficiency. In addition to my technical skills, my working style aligns well with the expectations of the role. Demonstrated by my client-centered approach, proficiency in project management, and strong communication skills, I believe I would be a great fit for the team. I am comfortable taking ownership of responsibilities, holding myself accountable, and finding timely solutions to any arising issues without needing constant supervision. Ultimately, my goal is not just to deliver on time but to ensure your loan processing is not only accurate but also aligned with credit assessment principles and lender policies. My drive is in maintaining highest compliance standards while aiming for operational excellence which will be reflected in monthly performance reports providing actionable insights for process refinement.
$5 AUD in 40 days
0.0
0.0

Hello, I am very interested in this Broker Support / Loan Processor role and confident I can provide the accuracy, responsiveness, and consistency you require. I have strong experience with end-to-end loan processing, lender follow-ups, CRM management, compliance documentation, and broker support in fast-paced environments. I understand the importance of submitting complete, compliance-ready files that require minimal broker corrections while maintaining turnaround targets and professional communication standards. My experience includes: • Loan application processing and document verification • Serviceability and policy checks • CRM updates and workflow tracking • Daily client and lender follow-ups • Compliance and file note management • Post-approval and settlement coordination • Professional phone and email communication I am comfortable managing multiple files independently, escalating issues early, and maintaining accurate records across Broker Engine, Flex (AFG), and CRM systems. I can also work full-time during Sydney business hours and provide consistent daily and monthly reporting. I am detail-oriented, proactive, highly organized, and committed to maintaining strong compliance standards while supporting brokers efficiently and professionally. I would welcome the opportunity to contribute to your team long term. Best regards
$2 AUD in 40 days
0.0
0.0

✋ Hi There!!! ✋ The Goal of the project:- PROVIDE FULL-TIME, ACCURATE, AND COMPLIANT BROKER SUPPORT AND LOAN PROCESSING FOR RESIDENTIAL AND COMMERCIAL FILES I have carefully read and understood your requirement to manage end-to-end loan processing, maintain compliance, and support brokers efficiently while handling multiple files and systems independently. I am the best fit for this project because I bring hands-on experience with Broker Engine and Flex (AFG) along with strong commercial and residential lending knowledge. I match your requirements with expertise in: 1. End-to-end loan processing with accurate documentation and broker-ready files 2. Maintaining compliance above 90% and adhering to NCCP, AML/CTF, and privacy standards 3. Daily follow-ups, CRM updates, and timely reporting to ensure smooth workflow I offer database management, task tracking, reporting, and full documentation delivery. I have 9+ years experience handling complex lending operations and have successfully supported mortgage teams in high-volume environments. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
$5 AUD in 40 days
0.0
0.0

As a healthcare professional and experienced SDR, I bring the extreme attention to detail and compliance discipline required for high-stakes loan processing. I hold 7 Google AI Certificates, which I leverage to manage complex data entries and document verification with a 90%+ accuracy rate. My background as a Medical Virtual Assistant has trained me to handle sensitive, regulated information (HIPAA-adjacent) and follow strict operational procedures, making me a perfect fit for maintaining NCCP and AML/CTF compliance standards. I am highly proficient in CRM management and workflow optimization, ensuring that I can meet the target of 2 complete, broker-ready loan applications per day while maintaining a spotless digital paper trail. I am fully available to work Sydney Time (9am-5pm) and am eager to apply my technical skills to the Broker Engine and Flex environments. To ensure a seamless start, do you have a specific internal checklist for "broker-ready" status that I can review to align with your team's quality standards?
$8 AUD in 40 days
0.0
0.0

Hello There!!! ★★★★ (Experienced loan processing and broker support specialist for high-volume, compliance-driven mortgage operations) ★★★★ I carefully read your project details and understand you need a full-time Broker Support / Loan Processor with strong experience in Broker Engine and Flex (AFG) systems, handling end-to-end loan files, compliance, CRM updates, and daily lender/client coordination. The role demands accuracy, independence, and consistent high-volume loan processing. ⚜ End-to-end loan application processing ⚜ Broker Engine & Flex (AFG) system expertise ⚜ Residential, investment & commercial lending support ⚜ Compliance (NCCP, AML/CTF) documentation handling ⚜ CRM updates & real-time file tracking ⚜ Lender communication & escalation management ⚜ Daily reporting & workflow coordination I would manage your workload by maintaining structured daily pipelines, clear CRM tracking, proactive follow-ups, and strict adherence to lender policies. I am comfortable working Sydney time, handling multiple files, and maintaining consistent communication across Teams or WhatsApp channels. I would be happy to discuss your workflow tools, expectations, and trial process further. Warm Regards, Farhin B.
$8 AUD in 40 days
0.0
0.0

Having been in the business as Prajapat Technologies for a number of years now, we understand the criticality and nuances of CRM that your project demands. Our skills in CRMs like Broker Engine and Flex (AFG) systems would undoubtedly ease your loan processing tasks. With more than five years' involving ourselves in end-to-end loan processing, we have built a deep well of experience and skills to bring to your team. ERPagination: During the time we propose to devote solely to you - ideally 40 hours per week - we will ensure not only to maintain consistency but also adhere diligently to your workflow management procedures. We boast an appreciable turnaround time managing multiple files simultaneously without compromising quality, making us self-driven and well-suited for this work. We strongly believe our independent decision-making capabilities will be an added advantage when issues emerge, enabling us to undertake timely and efficient resolutions. To keep up with evolving compliance practices, we constantly learn and adapt. Offering deft management of NCCP, Privacy, AML/CTF requirements is something we take immense pride in. In fact, not just sticking by compliance standards but actually excelling beyond them - having achieved over 90% compliance across all files - is our motivation! Rest assured all your submissions will pass the test since meticulousness is a part of our DNA!
$5 AUD in 40 days
0.0
0.0

Dear Hiring Manager, I am excited to apply for the Full-Time Broker Support / Loan Processor position. I have experience with administrative support, document management, data entry, client communication, and handling detailed tasks with accuracy and confidentiality. I can assist with: • Loan file organization and processing • Reviewing and updating client documents • Data entry and CRM management • Email and calendar coordination • Following up with clients and third parties • Maintaining accurate records and deadlines I am detail-oriented, dependable, and comfortable working in fast-paced environments that require strong organization and communication skills. I learn systems quickly and can provide reliable full-time support to help streamline your loan processing workflow. Thank you for your time and consideration. I look forward to the opportunity to contribute to your team. Best regards, Ahsan
$2 AUD in 40 days
0.0
0.0

Berowra, Australia
Payment method verified
Member since Jan 8, 2023
$2-8 AUD / hour
$2-8 AUD / hour
$8-15 AUD / hour
$100-550 AUD
$30-250 AUD
$2-8 USD / hour
$15-25 AUD / hour
$15-25 USD / hour
$30-250 USD
$250-750 USD
$250-750 USD
₹600-1500 INR
$250-750 USD
$15-25 USD / hour
₹1500-12500 INR
₹750-1250 INR / hour
$15-25 USD / hour
₹600-1500 INR
$12-30 SGD
$250-750 USD
₹37500-75000 INR
₹37500-75000 INR
₹1250-2500 INR / hour
₹12500-37500 INR
$30-250 USD