Position: Loan Processor
Salary: PHP 70,000 - 90,000/mo
Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
Holidays: AU Holidays
ABOUT THE COMPANY:
The client is a premier Australian mortgage brokerage with a strong operational presence in Queensland and Victoria, serving clients nationwide. Founded on over two decades of industry expertise, the firm specializes in a comprehensive suite of financial services, including residential home loans, investment lending, refinancing, and first-home buyer guidance. Positioned as a high-level professional resource similar to a solicitor or financial planner, the company is dedicated to making the lending market straightforward and accessible. By leveraging a broad network of lenders and prioritizing transparency, they focus on delivering tailored outcomes that provide clients with long-term financial peace of mind.
OVERVIEW:
As a Loan Processor, you will play a critical role in bridging the gap between client aspirations and successful loan settlements. You will act as a high-level professional resource, ensuring that every application is handled with the same precision and care as a legal or financial planning firm. This is an opportunity to join a high-growth, remote-first team that values transparency, industry expertise, and a "client-first" mentality.
RESPONSIBILITIES:
Loan Processing & File Management:
- Manage loan applications through various stages of the process
- Assist with preparing and lodging applications via:
- Ensure all files are complete, accurate, and ready for submission
- Maintain clean and organised file structures
Document Collection & Organisation:
- Request and follow up on required documents from clients
- Understand which documents are required for different lenders
- Ensure all documents are correctly named and stored consistently
- Identify missing or incorrect documents before submission
Task Management & Prioritisation:
- Manage multiple files and tasks simultaneously
- Prioritise urgent files vs non-urgent files effectively
- Follow structured workflows while also adapting to ad hoc requests
- Ensure no tasks or follow-ups are missed
Client & Lender Communication:
- Communicate with clients via email to request documents and provide updates
- Follow up outstanding items in a professional and friendly manner
- Assist in following up lenders for application updates
Support to Credit Analysts:
- Assist credit analysts with:
- Document collection
- Lender follow-ups
- File preparation
- Help maintain workflow efficiency across the team
Additional Responsibilities:
- Conduct yearly client reviews
- Order and review property valuations using CoreLogic RP Data
- Assist with general admin and ad hoc tasks as required
- Follow internal processes while also applying initiative when need
Requirements
Essential Experience:
- Minimum 1–2 years loan processing experience using:
- Additional 1–2 years experience in the Australian mortgage or lending industry
(broker, lender, or bank experience)
Technical Skills:
- Strong understanding of:
- Loan application process
- Required documents for mortgage applications
- File structuring and document naming
- Ability to follow and execute processes accurately
- Strong organisational and task management skills
Work Style & Expectations:
- Ability to work both:
- Task-driven (structured workflows)
- Ad hoc (responsive to urgent instructions)
- Strong ability to prioritise workload effectively
- Able to create personal systems/processes to ensure tasks are not missed
Communication Skills:
- Excellent written English (clear, professional emails)
- Strong communication when following up clients and lenders
- Friendly, positive, and approachable tone
Personal Attributes:
- High attention to detail (critical for compliance and accuracy)
- Proactive and reliable
- Friendly, bubbly, and enthusiastic personality
- Strong work ethic and willingness to help the team
- Takes pride in presentation and professionalism
What Success Looks Like:
- Files are well-organised and submission-ready
- Minimal missing documents or errors
- Fast and consistent follow-ups with clients and lenders
- Strong support to brokers and credit analysts
- High compliance standards maintained
- Ability to handle both structured tasks and urgent requests seamlessly