United States onlyThis is a remote position.
About the role
The Loan Administrator supports the brokerage by ensuring loan applications are accurately prepared, documented, and submitted to lenders. This role is responsible for the operational integrity of each file and ensuring applications meet internal standards before submission. The Loan Administrator is a back-office role focused on accuracy, compliance, and efficiency.
Job Responsibilities
Application Preparation
● Create and maintain client files within BrokerEngine and MyCRM
● Ensure all supporting documents are collected and verified
● Prepare loan applications in lender portals
● Cross-check information against supporting documents
● Ensure compliance documentation is complete
Document Management
● Upload and maintain documents in the Google Drive shared system
● Maintain organised file structure
● Ensure correct naming conventions are followed
● Send client documents through DocuSign when required
Submission & Tracking
● Submit loan applications to lenders
● Record lender reference numbers
● Track application progress
● Maintain accurate notes in CRM
● Update file stage within the pipeline
Lender Communication
● Follow up lenders for status updates
● Track outstanding conditions
● Document lender conversations in CRM notes
Internal Coordination
● Work closely with the Loan Partner and Broker
● Escalate potential issues early
● Maintain clear internal notes for all team members
Requirements
Qualifications
- At least 3 years experience in Australian mortgage broking or loan processing (broker side)
- Strong understanding of loan lodgement, supporting documents, lender portals, and follow‑ups
- Excellent attention to detail and accuracy in data handling
- Strong communication skills for liaising with brokers, clients, and lenders
- Ability to work independently with minimal supervision and manage turnaround times
- Experience using mortgage CRM tools
