Australian Mortgage Loan Writer / Loan Processor

Company Description Stratagem Wealth is a financial services firm specialising in mortgage solutions tailored to the Australian market. The organization focuses on helping clients structure loans that align with their long-term financial and wealth-building goals. Stratagem Wealth values accuracy, transparency, and client-centered service throughout the lending process. Team members collaborate remotely using modern tools and systems to deliver efficient, compliant mortgage services. The company encourages continuous learning and professional development within a supportive, performance-driven environment.
Role Description This full-time remote role as an Australian Mortgage Loan Writer / Loan Processor is responsible for managing mortgage applications from initial enquiry through to settlement. Day-to-day tasks include gathering and verifying client documentation, assessing borrowing capacity, preparing loan submissions to lenders, and updating client and broker stakeholders on application progress. The role involves reviewing lender credit policies, ensuring compliance with Australian regulatory requirements, accurately entering data into CRM and lender systems, and following up on outstanding conditions with clients, lenders, and third parties. The Loan Writer / Loan Processor also assists with product comparison, scenario analysis, and maintaining organized digital records to support timely and successful loan approvals.
Qualifications
Mandatory - Strong knowledge of Australian residential mortgage products, lending structures, and credit policies.
Mandatory - MyCRM experience
Mandatory - Experience in loan processing, loan writing, or broker support within the Australian mortgage or banking industry.
Mandatory - Proficiency with CRM platforms, lender portals, and digital document management tools.
Excellent attention to detail, data accuracy, and document verification skills.
Clear written and verbal communication skills with the ability to explain lending concepts to clients.
Ability to work independently in a remote environment, manage multiple files, and meet deadlines.
Understanding of relevant Australian regulatory and compliance requirements (e.g., NCCP, responsible lending obligations).
Strong customer service orientation and a collaborative, problem-solving mindset.
Cert IV in Finance and Mortgage Broking or similar qualification is highly regarded.
Prior experience working with mortgage brokers or aggregator platforms is an advantage.

Work arrangement
No