Outsourcing Mate

About the Role

We are seeking a skilled and experienced Lending Specialist to support our Australian finance broking business from our Nepal-based team. The successful candidate will work closely with brokers, clients, and lenders to manage loan applications from initial inquiry through to approval. This role is ideal for someone with a sound background in lending, excellent communication skills, and eagerness to learn new skills.

Key Responsibilities

• Assist Australian mortgage and commercial finance brokers in preparing and processing loan applications.
• Conduct initial client fact finds, collect and verify supporting documentation (payslips, bank statements, ID, etc.).
• Enter and manage applications in broker CRMs such as Sales trekker, Zoho and others
• Liaise with lenders to follow up on application status and submit any required supporting documentation.
• Perform serviceability assessments using lender calculators.
• Maintain accurate and timely records in line with compliance requirements.
• Provide administrative support including document management, file audits, and settlement follow-ups.
• Maintain effective communication with the Australian team, responding promptly to emails and internal messages
• Stay updated with changes in lender policies and compliance standards

• Bachelor's degree in Finance, Accounting, Business, or related field.
• Minimum 2 years' experience in banking or financial services, specifically in lending.
• Must be driven to learn bank products and policies.
• Sound understanding of loan products (residential, commercial, asset finance) and lending process
• Familiarity with CRM systems like Zoho, Sales trekker or similar system would be preferred (but not mandatory)
• High attention to detail and accuracy.
• Strong analytical and communication skills.
• Ability to work independently while being part of a remote team.
• Excellent spoken and written English.