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Loan Associate (Pooling)

Outsourced Pro Global
Remote
Full-time

About this role

Benefits

  • Service Fee: $750 – $1100 per month (depending on experience)
  • Location: Remote – Global
  • Job Type: Full-Time | Day Shift (Sydney, Australia Time Zone)
  • 28 days of paid time offs per year
  • Clear path for career growth and development

Essential Requirements:

  • 3+ years’ experience in Australian home loan processing or lending
  • Broker-side experience in the lending end-to-end process
  • Proficiency in Infinity, AOL, HubSpot, and Google Workspace
  • Recent or current experience in the AU Mortgage industry
  • Ability to work with the Zoom camera open during shift
  • Note: To save your time and ensure the best fit, please apply only if you meet the essential requirements listed above

About the Role

We’re seeking a detail-oriented Loan Associate to join our remote lending team. You'll support the Investment Lending Manager by managing loan documentation, data accuracy, compliance, and communication with lenders. This is a non-client-facing role focused on backend support for Australian property investment loans.

Key Responsibilities

  • Loan Application Support

  • Prepare and process loan applications from pre-submission to settlement

  • Input and verify data in Infinity, HubSpot, and Apply Online (AOL)

  • Assist in collecting and reviewing client documents for compliance

  • Document & Data Management

  • Maintain organized and compliant digital files in Google Drive and CRM

  • Cross-check data across Infinity, AOL, and other platforms for accuracy

  • Prepare SOCA, AOL forms, and lender-specific documents

  • Lender Coordination

  • Submit applications via AOL with broker consent

  • Order property valuations, pricing assessments, and credit checks

  • Respond to lender MIRs and follow up on pending requirements

  • Loan Progress Tracking

  • Update stakeholders on loan status and next steps

  • Ensure documentation is ready for handover to the Settlement Team

  • Work closely with the Senior Loan Associate and Lending Manager

  • Team Collaboration

  • Collaborate with Lending Managers and internal teams

  • Join regular Zoom meetings and process improvement sessions

  • Share feedback and solutions to streamline workflows

Key Skills & Qualities:

  • Strong understanding of lender policies and compliance
  • High data entry accuracy and organizational skills
  • Proven experience managing MIRs, valuations, and credit reviews
  • Willingness to undergo and pass background check as a condition of employment (a consent form will be provided to shortlisted candidates)
  • Willingness to provide an NBI clearance

Preferred:

  • Experience with SMSF or complex loan types
  • Background in property investment or broking environment
  • Bachelor's degree in Finance, Business, or related field

Technical Requirements:

  • Windows 11 operating system or MacOS 13+

  • 256GB Storage space - minimum

  • 8-16GB RAM - minimum

  • Dual Core CPU - minimum

  • Camera: HD Webcam (720p)

  • Headset: Noise canceling (preferably)

  • Internet Speed: 50 Mbps - minimum

  • About Us

  • Outsourced Pro Global Limited is a trusted outsourcing partner supporting businesses in recruitment, finance, HR, payroll, and operations. As the offshore hub for leading Australian companies, we deliver high-quality, efficient solutions through a team driven by integrity, excellence, and innovation.

  • At OPG, you’ll be part of a collaborative, growth-focused community. We offer meaningful careers, global exposure, and a culture that values learning, professionalism, and long-term success. Your ideas matter, your growth is supported, and your impact is real.

  • Curious about life at OPG?

  • Follow us on Facebook, Instagram, TikTok and Linkedin for a peek into our culture, team moments, and what makes OPG a great place to work.

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