Credit Analyst (AU Mortgage, WFH)

Company Description

LMG is the largest and most progressive aggregator group across Australia and New Zealand, supporting a community of over 6,000 brokers and advisers. Proudly family-owned and led, LMG supports businesses operating under their own brand, or the Loan Market brand, and partners with over 100 banks and lenders. With rapid growth, LMG brokers have assisted over 330,000 customers, settling over $126 billion worth of loans in FY25 and building a collective loan book of $370 billion.

Role Description

This is to assist Australian mortgage brokers with administrative tasks to prepare, process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes. This role also requires you to contribute to making the overall customer experience a smooth and streamlined process, working closely with the client and broker to research lenders, products and policies to suit the clients requirements.

Qualifications

• Certificate IV Financing & Mortgage Broking
• Bachelor's Degree in a relevant course.
• More than 4 years of experience in the Australian mortgage broking industry, specialising in AU loan processing.
• Has a strong understanding of complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)
• Has a strong understanding of various income streams and is confident in income calculations for PAYG, SMSF, company and trust financials.
• Previous experience in data entry of client information to MyCRM (LMG CRM system)
• Previous experience in data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
• Previous experience in generating application paperwork, including those for the First Home Buyers and Discharge forms.
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker.
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
• Experience using Project/Task Management Tools (Monday.com, Trello, Airtable etc).