Australian Loan Processor -151

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:
• Connective
• Mercury Nexus
• 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

Essential Experience:

• Minimum 1–2 years loan processing experience using:
• Connective
• Mercury Nexus
• 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