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

Requirements
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

Originally posted on Himalayas

Source: Himalayas (https://himalayas.app/companies/d2b/jobs/australian-loan-processor-151)