Loan Writer & Operations Associate

Job type

Part-time
Full-time

Location

Remote

Benefits

Pulled from the full job description

Work from home

Full job description

About Us:

Proactive Financial Hub is a growing mortgage broking and financial services business. We are currently expanding our team and looking for a detail-oriented and proactive Loan Writer & Operations Associate to support our operations remotely.

Key Responsibilities:

Loan Writing: Assist mortgage brokers in preparing and submitting loan applications using CRM systems (MYCRM, ApplyOnline).
Client Coordination: Liaise with clients via email and phone to collect documents, provide updates, and ensure smooth processing.
Administrative Support: Perform back-office tasks such as data entry, compliance checks, follow-ups with lenders, and file documentation.
CRM Management: Update and maintain client records, pipelines, and documentation accurately.
Ad-hoc Tasks: General support for day-to-day operations and marketing admin (e.g., email templates, Google reviews, etc.).

Ideal Candidate:

1+ year experience in loan processing, finance admin, or customer service
Excellent written and verbal communication skills in English
Strong attention to detail and ability to multitask
Comfortable using digital tools (Google Workspace, CRMs, spreadsheets)
Prior experience in the Australian mortgage/financial industry is highly desirable

Benefits: