Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.We are seeking a dedicated and organized Loan Application Specialist to join our team at D2B. In this remote role, you are responsible for submitting loan applications and monitoring them through to formal approval, providing support to the Brokers and Scenarios Team. With a strong focus on fast and accurate loan submissions and approvals, you will provide support for Brokers and Scenarios Team members, arranging effective communication between Client, Lenders, Valuers and other Stakeholders, to ensure that our clients receive the best possible service.Position: Loan Application SpecialistSalary: PHP 60,000 - PHP 120,000/monthWorking Hours & Conditions: Mondays to Fridays, 7:00AM to 4:00PM; full-time (remote)Holidays: TBDResponsibilities:Understanding lender requirements, application approval process.Ensuring exceptional quality of data entry and loan packagingPrioritizing application submissionsResponding quickly to client needs and missing information requested by the lenderGather more information required and rework to be minimized by getting application structured and submitted accuratelyEnter information in CRM system (ApplyOnline, Mercury & BrokerEngine)Prepare electronic or manual lodgement application formsPrepare all NCCP documents & attach to customer’s CRM systemCollect and prepare all necessary documentation for the loan packageReview loan application documentation and identify non-compliant and missing informationResearch applicant’s credit status and current financial position by reviewing their credit report and bank statements thoroughlyEnsure that the application is compliant with the established regulations and policies of the lender.Order valuations and pricing discountsPrepare supporting documents in a single loan file and lodge the application to the LenderComplete quality control documentation/checklistsPrepare FHOG/FHLDS documentationsPrepare and administer Discharge Authority documentationMaintain and improve Atelier Wealth’s internal systems & processesUpdate Atelier Wealth’s CRM system (BrokerEngine)RequirementsQualifications:Bachelor’s degree or tertiary education, preferably in Finance, Business Administration, Accounting, or a related field.Experience: minimum 2-3+ years as Loan Application Specialist or similar; prior experience in mortgage processing, loan applications, or financial services.Technical Skills: Experience using CRM systems such as ApplyOnline, Mercury, or BrokerEngine is an advantage.Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation.Communication skills – written & verbal EnglishStrong cognitive abilities – verbal, numerical and data interpretationAbility to work in a team and with minimal supervisionHighly organized, results-focused, and capable of managing multiple loan files simultaneously.Demonstrates initiative, accountability, and a proactive approach to resolving issues.BenefitsBenefits Competitive salary based on experience and skill set 100% remote role — work from home anywhere in the Philippines Paid local holidays aligned with the Australian business calendar Opportunities for training and professional growth Work directly with a supportive Australian team — no agency middleman Long-term engagement with a stable and growing business
Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.
We are seeking a dedicated and organized Loan Application Specialist to join our team at D2B. In this remote role, you are responsible for submitting loan applications and monitoring them through to formal approval, providing support to the Brokers and Scenarios Team. With a strong focus on fast and accurate loan submissions and approvals, you will provide support for Brokers and Scenarios Team members, arranging effective communication between Client, Lenders, Valuers and other Stakeholders, to ensure that our clients receive the best possible service.
Position: Loan Application Specialist
Salary: PHP 60,000 - PHP 120,000/month
Working Hours & Conditions: Mondays to Fridays, 7:00AM to 4:00PM; full-time (remote)
Holidays: TBD
Responsibilities:
- Understanding lender requirements, application approval process.
- Ensuring exceptional quality of data entry and loan packaging
- Prioritizing application submissions
- Responding quickly to client needs and missing information requested by the lender
- Gather more information required and rework to be minimized by getting application structured and submitted accurately
- Enter information in CRM system (ApplyOnline, Mercury & BrokerEngine)
- Prepare electronic or manual lodgement application forms
- Prepare all NCCP documents & attach to customer’s CRM system
- Collect and prepare all necessary documentation for the loan package
- Review loan application documentation and identify non-compliant and missing information
- Research applicant’s credit status and current financial position by reviewing their credit report and bank statements thoroughly
- Ensure that the application is compliant with the established regulations and policies of the lender.
- Order valuations and pricing discounts
- Prepare supporting documents in a single loan file and lodge the application to the Lender
- Complete quality control documentation/checklists
- Prepare FHOG/FHLDS documentations
- Prepare and administer Discharge Authority documentation
- Maintain and improve Atelier Wealth’s internal systems & processes
- Update Atelier Wealth’s CRM system (BrokerEngine)
Requirements
Qualifications:
- Bachelor’s degree or tertiary education, preferably in Finance, Business Administration, Accounting, or a related field.
- Experience: minimum 2-3+ years as Loan Application Specialist or similar; prior experience in mortgage processing, loan applications, or financial services.
- Technical Skills: Experience using CRM systems such as ApplyOnline, Mercury, or BrokerEngine is an advantage.
- Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation.
- Communication skills – written & verbal English
- Strong cognitive abilities – verbal, numerical and data interpretation
- Ability to work in a team and with minimal supervision
- Highly organized, results-focused, and capable of managing multiple loan files simultaneously.
- Demonstrates initiative, accountability, and a proactive approach to resolving issues.
Benefits
Benefits
- Competitive salary based on experience and skill set
- 100% remote role — work from home anywhere in the Philippines
- Paid local holidays aligned with the Australian business calendar
- Opportunities for training and professional growth
- Work directly with a supportive Australian team — no agency middleman
- Long-term engagement with a stable and growing business
