Loan Processing, Client Liaison Specialist

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

📋 Description

• Management and Submission of Applications:

• Input data into Infynity / Metanoia and Apply Online systems.

• Prepare and oversee the electronic signing of all application documents.

• Submit finalized loan applications to the respective lenders.

• Follow up with clients for any outstanding documents to ensure application completeness.

• Monitor all active applications and proactively track lender progress.

• Address Missing Information Requests (MIRs) — gather, organize, and send to lenders.

• Keep clients updated throughout the process — including application status, lender feedback, and next steps.

• Collaborate with conveyancers/solicitors and the lenders' settlements teams.

• Guide deals through to settlement.

• Manage Post-Settlement Inquiries.

• Respond professionally to inbound client inquiries, using clear and friendly English.

• Maintain client engagement through timely outbound follow-ups.

• As you gain confidence in the role, you will assist with credit analysis support to enable our para-broker to focus on scenario-building and BDM discussions.

• Review and categorize client documents (payslips, tax returns, statements, liabilities).

• Identify gaps, inconsistencies, or potential issues prior to submission.

• Enter relevant client information into the Fact-Find.

• Independently perform serviceability calculations.

• Assist the para-broker in achieving quicker, higher-volume outcomes.

⛳️ Requirements

• Proven experience in home loan submissions to various Australian lenders.

• In-depth knowledge of lender criteria, serviceability, and the complete loan process.

• Previous experience in an Australian mortgage broker or aggregator setting.

• Proficient in Infynity, Metanoia, Apply Online, or similar broker software.

• Exceptional written and verbal English skills — warm, professional, and client-ready.

• Highly organized, self-motivated, and dependable under pressure.

• Experience in reviewing and analyzing financial documents (payslips, tax returns, BAS, liabilities) is highly valued.

• Familiarity with MIR management and lender settlement procedures is an advantage.

• Aspiration to advance into a credit analyst or para-broker equivalent position is highly regarded.

🏝️ Benefits

• A well-defined career growth pathway — transitioning from loan processing to credit analysis.

• Direct mentorship from our senior para-broker and director.

• Stable, full-time remote employment with a dedicated Australian business.

• A supportive, straightforward team culture where achievements are acknowledged.

• Long-term opportunity for the right candidate who genuinely aims to build expertise in Australian mortgage broking.