Exciting Opportunity: Loan Processing / Client Support Specialist (Full-Time)
Join SMART Business Solutions Mortgage & Lending – an award-winning and growing team based in Mornington on the beautiful Mornington Peninsula.
We are looking for a motivated and proactive Loan Processing / Client Support Specialist to join our Mortgage & Lending team.
This role is ideal for someone who thrives on organisation, enjoys problem-solving, and takes pride in being the person who keeps everything moving behind the scenes.
Whether you already have experience in mortgage broking or you're an experienced administrator looking to build a career in the industry, we'd love to hear from you.
We're looking for the right attitude, strong organisational skills and a willingness to learn, we can provide the training.
The successful applicant will be confident working independently, following established processes, communicating effectively, and becoming the trusted support person for our Mortgage Broker.
You'll enjoy taking ownership, building strong relationships with clients, and helping ensure every application progresses smoothly from start to finish.
About the Role
This is a fast-paced and rewarding position where no two days are the same.
You'll play an important role in supporting clients through their lending journey while ensuring applications, documentation, and processes move efficiently from start to finish.
As the key support person to our Mortgage Broker, you'll coordinate with clients and lenders to help keep applications progressing smoothly while delivering an exceptional client experience.
Your Responsibilities Will Include
Loan Processing & Administration
Preparing and managing loan applications and supporting documentation
Following structured workflows and processes to ensure applications progress efficiently




Maintaining accurate client records and notes across systems
Acting as the central point of coordination between lenders, solicitors, accountants, clients, and other stakeholders to proactively manage applications and help drive successful, on-time settlements are achieved
Client Communication
Confidently picking up the phone and communicating with clients
Following up outstanding information and documentation
Keeping clients updated throughout the loan process
Building strong relationships and providing exceptional service
Problem Solving & Workflow Management
Working through challenges and identifying solutions independently
Taking ownership of tasks and seeing them through to completion
Prioritising workloads and managing multiple tasks at once
Supporting continuous process improvement opportunities
About You
We're looking for someone who enjoys taking ownership and becoming the "go-to" person within the team.
You'll likely bring:
Strong organisation and time management skills
Confidence communicating over the phone and building rapport with clients
The ability to work independently and think through challenges
Strong attention to detail and ability to follow processes
A proactive mindset and willingness to take initiative
A team-first attitude and willingness to support others
The ability to remain calm and organised in a rapid-paced environment
Previous administration, loan processing, banking, mortgage broking, or customer service experience is highly regarded but not essential
Why Join SMART?
Become an important part of a growing Mortgage & Lending team
Long-term career development opportunities
Ongoing mentoring and support
Modern offices with state-of-the-art technology
Daily lunch provided and early finish at 3pm every Friday
A supportive, professional, and fun workplace culture
The opportunity to build a genuine career rather than just fill a role
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📌 Loan Processor (Melbourne)
🏢 SMART Business Solutions
📍 Melbourne