_{08th May, 2025}

Summary of Position
We are seeking a detail-oriented and experienced Virtual Assistant to support our loan processing operations for an Australia client. This role will be crucial in streamlining our workflow, freeing up their Australian staff to focus on higher-level tasks. The ideal candidate will have a strong understanding of loan processing procedures, particularly with home loans and investment loans, and a background in commercial, equipment, or vehicle finance. Proficiency in Cito Plus is essential.
 
Primary Tasks

• Support the end-to-end loan processing lifecycle, ensuring accuracy and compliance.
• Process home loan, business loan, equipment loan and investment loan applications.
• Handle documentation and data entry related to loan applications.
• Liaise with clients (not initially), lenders, and internal stakeholders as needed.
• Utilize Cito Plus to manage and process some business loan applications.
• Manage client information and communications within HubSpot.
• Utilize the Connective system to process home loan applications.
• Assist with other administrative tasks as required to support the loan processing team.
• Utilise Equipment finance applications such as; Drive online, ANZ and other proprietary systems

• Support or in some cases complete research for home loans, investment loans, business and equipment loans; Serviceability, borrowing capacity, product research, verification.

• Proven experience in loan processing, specifically with home loans, investment loans and commercial loans.
• Strong background in commercial, equipment, or vehicle finance.
• Experience all the way from enquiry through to settlement
• Nice to have: Proficiency in Cito Plus
• Nice to have: Experience with HubSpot 
• Preferred: Familiarity with Mercury Connective is an advantage.
• Excellent attention to detail and organizational skills.
• Strong communication and interpersonal skills.
• Ability to work independently and manage time effectively in a virtual environment.
• Ability to follow processes and procedures.
• High level of integrity and confidentiality.
• End-to-end AU loan processing experience
• Doing servicing and borrowing capacity assessment (PAYG/Contractors/Self Employed-Trust + Company /SMSF/Low Doc Loans, Bridging Loans)
• Assist with Scenario Analysis for Clients – Buy/Sell/Upgrade/Downgrade
• Salestrekker
• ApplyOnline

• Proficiency in Cito Plus.
• Experience with HubSpot.
• Familiarity with Mercury Connective.
• Strong computer skills, including Microsoft Office Suite (Word, Excel, Outlook).
• Ability to quickly learn and adapt to new software and systems.

• Highly organized and detail-oriented
• Excellent communication skills (written and verbal)
• Proactive and able to work independently
• Strong problem-solving skills
• Ability to maintain confidentiality
• Reliable and dependable
• Positive attitude and strong work ethic