Loan Writer/Parabroker (with Salestrekker & ApplyOnline experience)

Mission

To support the efficient delivery of lending outcomes by preparing, structuring, and managing loan applications from submission through to settlement, ensuring accuracy, compliance, and a smooth client experience.

Required Experience

• Previous experience as a Loan Writer, Parabroker, or Mortgage Broker Assistant within the Australian mortgage industry.
• Hands-on experience using Salestrekker (or Salestrekter 2.0) and ApplyOnline.
• Strong understanding of the Australian mortgage application process and lender requirements.
• Ability to manage loan applications from submission through to settlement with minimal supervision.

Accountabilities

Loan Preparation & Submission

• Collect and verify client financial information and supporting documentation.
• Prepare loan applications in line with broker/adviser recommendations.
• Ensure files meet lender and compliance requirements before submission.
• Structure and input applications into aggregator and lender systems.
• Package and submit loan applications accurately and efficiently.

Application Management

• Manage applications from submission through to approval and settlement.
• Liaise with lenders, BDMs, solicitors, and other stakeholders.
• Monitor application progress and proactively follow up outstanding items.
• Resolve issues or delays to keep applications on track.

Client & Stakeholder Support

• Communicate with clients to obtain documents and provide status updates (as directed).
• Support the broker/adviser in delivering a smooth and professional client experience.
• Aid in post-approval and pre-settlement coordination.

Compliance & File Quality

• Ensure all documentation meets responsible lending and compliance requirements.
• Maintain accurate and complete client records in CRM and file systems.
• Follow internal processes and lender guidelines consistently.
• Identify and escalate risks, discrepancies, or missing information.

Process Improvement

• Identify inefficiencies in loan processing workflows.
• Contribute to improving turnaround times and accuracy.
• Maintain knowledge of lender policies and system updates.

Metrics / Outcomes

• Accuracy and completeness of loan submissions.
• Application turnaround time (submission → approval → settlement).
• Minimal rework or resubmissions required by lenders.
• Compliance and file audit quality.
• Conversion rate (applications to settlements).
• Adviser/broker time saved.
• Smoother, lower-stress client experience.