Loan Application Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Comprehending lender requirements and the application approval process.

• Ensuring high-quality data entry and loan packaging.

• Prioritizing the submission of applications.

• Responding promptly to client inquiries and any missing information requested by the lender.

• Collecting additional information as needed and minimizing rework by accurately structuring and submitting applications.

• Entering data into the CRM systems (ApplyOnline, Mercury & BrokerEngine).

• Preparing electronic or manual lodgement application forms.

• Compiling all NCCP documents and attaching them to the customer’s CRM system.

• Gathering and organizing all necessary documentation for the loan package.

• Reviewing loan application documentation to identify non-compliance and missing information.

• Conducting thorough research on the applicant’s credit status and current financial position by examining their credit report and bank statements.

• Ensuring that the application adheres to the established regulations and policies of the lender.

• Ordering valuations and pricing discounts.

• Compiling supporting documents into a single loan file and submitting the application to the lender.

• Completing quality control documentation and checklists.

• Preparing FHOG/FHLDS documentation.

• Preparing and managing Discharge Authority documentation.

• Maintaining and enhancing Atelier Wealth’s internal systems and processes.

• Updating Atelier Wealth’s CRM system (BrokerEngine).

⛳️ Requirements

• Bachelor’s degree or tertiary education in Finance, Business Administration, Accounting, or a related field is preferred.

• Experience: A minimum of 2-3+ years as a Loan Application Specialist or in a similar role; previous experience in mortgage processing, loan applications, or financial services is necessary.

• Technical Skills: Familiarity with CRM systems such as ApplyOnline, Mercury, or BrokerEngine is advantageous.

• Attention to Detail: Exceptional attention to detail and accuracy in data entry and document preparation.

• Communication Skills: Proficient in written and verbal English.

• Strong cognitive abilities in verbal, numerical, and data interpretation.

• Ability to collaborate effectively in a team and work with minimal supervision.

• Highly organized, results-oriented, and capable of managing multiple loan files at once.

• Demonstrates initiative, accountability, and a proactive approach to problem-solving.

🏝️ Benefits

• Competitive salary based on experience and skill set.

• Fully remote role — work from home from anywhere in the Philippines.

• Paid local holidays in alignment with the Australian business calendar.

• Opportunities for training and professional development.

• Direct collaboration with a supportive Australian team — no agency intermediaries.

• Long-term engagement with a stable and growing business.