Job Title: Loan Processor

Employment Type: Full-time Location Type: Remote Salary: P40,000 - P45,000 (Monthly Package) Schedule: Monday – Friday (6:00 AM - 3:00 PM PH Time)

Position Overview

The purpose of a Loan Processor is to assist Australian mortgage brokers with administrative tasks to process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes.

Requirements

• Education: Bachelor's Degree in a relevant course.
• Experience:
  • 2+ years of experience in the Australian mortgage broking industry specializing in AU loan processing.
  • Experience in using CRM software such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker, or other CRM software in the mortgage broking industry.
  • Proficient in using IT software, Google Workspace, and/or Microsoft Office including Gmail or Outlook.
  • Experience using Project/Task Management Tools (Monday.com, Trello, Airtable, Asana, etc.).

Responsibilities

• Document management (collecting, renaming, organizing, following up sensitive supporting documentation).
• NCCP Compliance checks and transcribing notes from summaries to detailed responses.
• Calculate income for PAYG applicants.
• Complete lender servicing calculators.
• Data entry of client information to MyCRM (LMG CRM system).
• Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
• Living expense analysis.
• Generation of application paperwork, including those for the First Home Buyers and Discharge forms.
• Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate.
• Pricing requests across multiple lenders, for new applications and settled loans.
• Generating comprehensive credit reports and being able to interpret them.
• Assist in mitigating MIRs, Conditional Approvals, and Settlement Conditions.
• Cross-checking approval and settlement documents to ensure the details match the client's requirements, per the submission.
• Ensuring settlement occurs on time and meets crucial deadlines.
• Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc.).

Benefits & Perks

• Induction training program: 4 weeks on-site.
• Work Set up: Work from Home, Hybrid, or on-site.
• Competitive salary package and annual performance review.
• Monthly rewards and recognition program.
• One-month paid training program to help you get up to speed and excel in your role.
• Opportunity to attend events and travel to Australia.
• Chance to earn your CERT IV in Mortgage Broking and Finance.
• Bi-Annual Vacation Leave credit/allotment, convertible to cash.
• On-Top Leave Credits (Emergency and Bereavement Leave).
• HMO Coverage (Medical, Dental, and Group Life insurance).
• Mandatory Government Benefits and 13th Month Pay.
• Financial Assistance program.
• Referral bonus program: Earn PHP 21,000 for every successful referral.
• Regular Company Events, Work Life Balance.
• Complimentary Sleeping Quarters, Coffee.
• Complimentary Office Fitness and Wellness Facilities.
• Accessible location at the heart of Metro Manila - the Mega Tower, EDSA.

Company Information

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