Position: Loan ProcessorSalary: PHP 70,000 - 90,000/moWorking Hours & Conditions: Aligned with Australian hours; full-time (remote)Holidays: AU HolidaysABOUT 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 processAssist with preparing and lodging applications via:ConnectiveMercury NexusEnsure all files are complete, accurate, and ready for submissionMaintain clean and organised file structuresDocument Collection & Organisation:Request and follow up on required documents from clientsUnderstand which documents are required for different lendersEnsure all documents are correctly named and stored consistentlyIdentify missing or incorrect documents before submissionTask Management & Prioritisation:Manage multiple files and tasks simultaneouslyPrioritise urgent files vs non-urgent files effectivelyFollow structured workflows while also adapting to ad hoc requestsEnsure no tasks or follow-ups are missedClient & Lender Communication:Communicate with clients via email to request documents and provide updatesFollow up outstanding items in a professional and friendly mannerAssist in following up lenders for application updatesSupport to Credit Analysts:Assist credit analysts with:Document collectionLender follow-upsFile preparationHelp maintain workflow efficiency across the teamAdditional Responsibilities:Conduct yearly client reviewsOrder and review property valuations using CoreLogic RP DataAssist with general admin and ad hoc tasks as requiredFollow internal processes while also applying initiative when needRequirementsEssential Experience:Minimum 1–2 years loan processing experience using:ConnectiveMercury NexusAdditional 1–2 years experience in the Australian mortgage or lending industry(broker, lender, or bank experience)Technical Skills:Strong understanding of:Loan application processRequired documents for mortgage applicationsFile structuring and document namingAbility to follow and execute processes accuratelyStrong organisational and task management skillsWork Style & Expectations:Ability to work both:Task-driven (structured workflows)Ad hoc (responsive to urgent instructions)Strong ability to prioritise workload effectivelyAble to create personal systems/processes to ensure tasks are not missedCommunication Skills:Excellent written English (clear, professional emails)Strong communication when following up clients and lendersFriendly, positive, and approachable tonePersonal Attributes:High attention to detail (critical for compliance and accuracy)Proactive and reliableFriendly, bubbly, and enthusiastic personalityStrong work ethic and willingness to help the teamTakes pride in presentation and professionalismWhat Success Looks Like:Files are well-organised and submission-readyMinimal missing documents or errorsFast and consistent follow-ups with clients and lendersStrong support to brokers and credit analystsHigh compliance standards maintainedAbility to handle both structured tasks and urgent requests seamlessly
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
