Manages the end-to-end loan process from pre-submission through to post-settlementExperienced in handling a variety of loan types, including residential owner-occupied, residential investment, construction, off-the-plan, first home buyers, government guarantee scheme purchases, SMSF loans, and loans for trust or company borrowersKnowledgeable in PAYG income types (full-time, part-time, casual, contractor), including non-base income calculations, as well as self-employed income verification for sole traders, companies, and trustsPerforms data entry in CRM systems and Apply Online for loan applicationsCompletes servicing calculations using Quickli, bank-specific calculators, and scenario workshops in collaboration with BDMsPrepares detailed broker notes to support application submissionsSubmits property valuations and pricing requests as requiredGenerates Equifax reports, credit guides, and other compliance-related documentationTracks loan application progress and follow up with clients and lenders to ensure timely processingCommunicates with clients and banks via phone and
Experience: 5 - 10 years
Experience: 5 - 10 years
“My business would not be able to go forward if it was not for them”
Gaurab - Adhikari
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