Senior Loan Processor

Salary: P45,000 - P65,000 (Monthly Package) Employment Type: Full-time Location Type: Remote Schedule: Monday – Friday (6:00 AM - 3:00 PM PH Time)

Position Overview

The Senior Loan Processor will assist Australian mortgage brokers with administrative tasks to prepare, process, and track loan applications. This role involves communicating with stakeholders, preparing documentation, updating systems and CRMs, and managing loan applications from pre-submission to post-approval within required timeframes. The goal is to contribute to a smooth and streamlined customer experience.

Requirements

• Skills Required:
  • Certificate IV Financing & Mortgage Brokering
  • Bachelor's Degree in a relevant course.
  • 2+ years of experience in the Australian mortgage broking industry, specializing in AU loan processing.
  • Experience using CRM software common in the mortgage broking industry, such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker.
  • Proficiency in IT software, Google Workspace, and/or Microsoft Office (including Gmail or Outlook).
  • Experience using Project/Task Management Tools (e.g., Monday.com, Trello, Airtable, Asana).

Responsibilities

• Document management (collecting, renaming, organizing, and following up on sensitive supporting documentation).
• NCCP Compliance checks and transcribing notes from summaries to detailed responses.
• Calculating income for both PAYG and Self-Employed applicants.
• Understanding and interpreting complex financials (Self-employed, trusts, and company).
• Completing lender servicing calculators.
• Data entry of client information into MyCRM (LMG CRM system).
• Data entry of loan applications into MyCRM and Apply Online (AOL), Simpology, or directly to the lender.
• Living expense analysis.
• Assisting in researching lenders with specific policies to suit client requirements.
• Generation of application paperwork, including First Home Buyers and Discharge forms.
• Ordering Valuations based on broker information, understanding different valuation types, and communicating with valuation firms.
• Processing pricing requests across multiple lenders for new applications and settled loans.
• Generating and interpreting comprehensive credit reports.
• Assisting in mitigating MIRs, Conditional Approvals, and Settlement Conditions.
• Cross-checking approval and settlement documents to ensure details match client requirements per submission.
• Ensuring settlements occur on time and meet crucial deadlines.
• Gaining initial exposure to complex loan structures and 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.
• Opportunity to attend events and travel to Australia.
• Chance to earn CERT IV in Mortgage Broking and Finance.
• Bi-Annual Vacation Leave credit/allotment (convertible to cash for unused leave).
• On-Top Leave Credits (Birthday, 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 (PHP 21,000 for successful referrals).
• Regular Company Events and focus on Work-Life Balance.

Application Instructions

Please refer to the original job posting for specific application instructions.