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Loan Processing Specialist
Job in
Caldwell, Canyon County, Idaho, 83607, USA
Listed on 2026-02-14
Listing for:
Outsourcing Mate
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Banking & Finance
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.
- 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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