5 days ago Be among the first 25 applicants
At CapStack, we’re not just finance specialists—we’re client champions. Our team brings deep expertise and a personal touch to every deal, supporting property investors, developers, and business acquirers across Australia. We work hard, support one another, and take pride in making finance feel approachable, efficient, and human.
Why Join Us?
We're a growing team with big ambitions and a focus on doing things right—for our clients and for each other. You’ll be supported with clear processes, genuine collaboration, and plenty of room to grow. If you thrive in a fast-paced environment and love helping people succeed, we’d love to meet you.
The Opportunity: Loan Processing Specialist
As a Loan Processing Specialist, you'll play a key role in delivering a smooth and stress-free loan journey for our clients. You’ll be the operational backbone of the application process—managing documents, tracking timelines, and keeping everyone in the loop. Your dedication to detail and love of client service will make you a trusted point of contact throughout the deal lifecycle.
What You’ll Be Doing
* Client Support & Care:
* Bring warmth and professionalism to every interaction. Ensure each client feels supported, informed, and confident throughout their loan journey.
* Application & Document Management:
* Collect and review application materials to ensure accuracy and completeness. Liaise with clients and third parties to gather supporting documentation.
* Data & Compliance Accuracy:
* Input data into our systems with care and precision. Stay up to date with lender policies and regulatory changes to ensure each application is compliant.
* Timeline Ownership:
* Proactively track key milestones and follow up on outstanding tasks to keep applications moving smoothly and on schedule.
* Communication & Coordination:
* Act as the central point of contact between clients, lenders, and internal stakeholders. Provide clear, regular updates.
* Problem Solving:
* Tackle unexpected challenges with a calm, solutions-first approach. Whether it's chasing missing documents or resolving discrepancies, you’ll keep things on track.
* Work closely with brokers and other team members to share knowledge and support one another in delivering excellent outcomes.
What You’ll Bring
Must-Have Experience:
* At least 12 months in a loan processing, credit support, or similar role within a broker or finance environment
* Direct experience supporting applications across residential mortgages, asset finance, personal lending, and small business finance —you’ll be working across all of these, so familiarity is essential
* Strong written and verbal communication skills
* Strong technology literacy and experience with loan application platforms, CRM tools, or workflow management systems. Exposure to AI tools or automation platforms is a bonus.
You Are:
* Organised, efficient, and detail-oriented.
* Naturally positive and calm under pressure.
* Confident communicator who enjoys building relationships.
* Eager to learn and grow within a supportive team.
What to Expect Day-to-Day
CapStack is a tech-focused firm with strong deal flow—you won’t be expected to chase leads. Instead, your role will be to efficiently process a steady stream of inbound loan applications across residential mortgages, asset finance, personal lending, and small business finance. You’ll be part of a collaborative team that values accuracy, responsiveness, and client care at every step.
Team Structure & Support
In this role, you’ll report directly to the Director, ensuring you have clear guidance and strong leadership support from day one. While we each have our areas of focus, collaboration is at the heart of how we work— everyone on the team is approachable and always ready to help. Whether it’s answering questions, jumping in during busy periods, or sharing tips on lender quirks, we’ve built a culture where no one is ever left to figure things out alone.
Work Flexibility
While our core operations are based Melbourne, we know that great work doesn’t always need to happen at a desk. For the right candidate, we’re open to a flexible or hybrid arrangement. What matters most to us is that you’re responsive, collaborative, and able to keep deals moving smoothly—wherever you’re working from.
Career Path at CapStack
This role can be a launchpad into more senior operational or advisory positions such as Senior Loan Processor, Client Services Manager, or even Credit Analyst or Mortgage Consultant, depending on your interests and goals. We’re here to help you grow.
Next Steps
Sound like a good fit? We’d love to hear from you! If you’re excited about joining CapStack and making an impact, don’t hesitate to apply—we’re keen to talk with you and explore how we can work together to achieve great things.
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