Mortgage Processor III
M&T BankFull Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Candidates must possess a Bachelor’s degree in a relevant course and at least 1 year of experience in the Australian mortgage broking industry specializing in AU loan processing, along with proficiency in using IT software, Google Workspace, and/or Microsoft Office. Experience with aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker is required, and experience using Project/Task Management Tools (e.g., Monday.com, Trello, Airtable etc) is also necessary. A Certificate IV Financing & Mortgage Broking is preferred but not required.
The Loan Processor will assist Australian mortgage brokers with administrative tasks to prepare, process, and track loan applications, including document management, NCCP Compliance checks, income calculation for PAYG applicants, data entry into MyCRM and Apply Online (AOL), Simpology, or direct to the lender, living expense analysis, generation of application paperwork, ordering valuations, pricing requests, generating comprehensive credit reports, assisting in mitigating MIRs, Conditional Approvals, and Settlement Conditions, and ensuring settlement occurs on time and meets crucial deadlines. They will also be responsible for initial exposure to complex loan structures and loan types, and joining the team to participate in company events and training programs.
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