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Loan Processing Specialist

Job in Caldwell, Canyon County, Idaho, 83607, USA
Listing for: Outsourcing Mate
Full Time position
Listed on 2026-02-14
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

We are seeking a skilled and experienced Lending Specialist to support our Australian finance broking business from our Nepal-based team. The successful candidate will work closely with brokers, clients, and lenders to manage loan applications from initial inquiry through to approval. This role is ideal for someone with a sound background in lending, excellent communication skills, and eagerness to learn new skills.

Key Responsibilities
  • Assist Australian mortgage and commercial finance brokers in preparing and processing loan applications.
  • Conduct initial client fact finds, collect and verify supporting documentation (payslips, bank statements, , etc.).
  • Enter and manage applications in broker CRMs such as Sales trekker, Zoho and others.
  • Liaise with lenders to follow up on application status and submit any required supporting documentation.
  • Perform serviceability assessments using lender calculators.
  • Maintain accurate and timely records in line with compliance requirements.
  • Provide administrative support including document management, file audits, and settlement follow-ups.
  • Maintain effective communication with the Australian team, responding promptly to emails and internal messages.
  • Stay updated with changes in lender policies and compliance standards.
Job Specification
  • Bachelor's degree in Finance, Accounting, Business, or related field.
  • Minimum 2 years' experience in banking or financial services, specifically in lending.
  • Must be driven to learn bank products and policies.
  • Sound understanding of loan products (residential, commercial, asset finance) and lending process.
  • Familiarity with CRM systems like Zoho, Sales trekker or similar system would be preferred (but not mandatory).
  • High attention to detail and accuracy.
  • Strong analytical and communication skills.
  • Ability to work independently while being part of a remote team.
  • Excellent spoken and written English.
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