Loan Processor

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

📋 Description

• Assist in the administration of loan applications from the onboarding phase through to settlement.

• Gather, organize, and verify client documents to meet application requirements.

• Follow up on any missing or outdated information regarding income, identity, assets, and liabilities.

• Prepare comprehensive application files for broker evaluation.

• Aid in data entry for applications and preparation for lender submissions.

• Monitor the progress of applications, outstanding conditions, and critical dates.

• Ensure accurate records of clients, contacts, and applications are maintained in InFynity (Finsure).

• Update application stages, notes, tasks, and follow-up dates regularly.

• Organize digital client files and relevant supporting documents.

• Develop and maintain consistent CRM and file management protocols.

• Identify any missing information or discrepancies in records and address them promptly.

• Follow up with lenders regarding the status of applications, requirements, and subsequent steps.

• Coordinate information and documents with clients and relevant parties as instructed by the broker.

• Monitor lender conditions and follow up on requests within required timeframes.

• Keep the broker updated on progress, delays, and potential concerns.

• Provide clients with administrative updates following approved instructions and messaging.

• Track applications through approval, documentation, and settlement milestones.

• Confirm that all documents and records are complete prior to closing files.

• Assist with post-settlement administration and follow-up with clients.

• Maintain clear records of actions taken and communications made.

• The broker retains responsibility for credit assessment, loan structuring, and lending recommendations.

⛳️ Requirements

• Proficiency in InFynity (Finsure) CRM is essential.

• Familiarity with email and digital document management tools.

• Experience with spreadsheets and task tracking tools, as needed.

• Capacity to learn and assist in documenting new workflows as additional systems are implemented.

• Prior experience in processing mortgage or finance applications.

• Strong administrative coordination and document management capabilities.

• Experience using InFynity (Finsure) or the ability to learn it quickly.

• Exceptional attention to detail and accuracy in handling financial and personal documents.

• Strong organizational skills and ability to manage multiple applications and deadlines.

• Proficient in written and spoken English.

• Confidence in following up with clients and lenders.

• Ability to work independently while keeping the broker informed and escalating issues when necessary.

• Sound judgment in handling confidential client information.

• Experience in supporting an Australian mortgage broker or finance business.

• Knowledge of home loan, refinance, construction, commercial, or asset finance applications.

• Experience managing application conditions through to settlement.

• Familiarity with Go High Level for future lead generation management.

🏝️ Benefits

• 100% Work From Home – eliminating the need for daily commuting, office attendance, or relocation.

• Independent Contractor Arrangement – providing the chance to work independently under a service engagement rather than a traditional employment model.

• Professional Autonomy – candidates are responsible for their home-office setup and managing their work environment.

• Australian Business Exposure – gain direct experience in supporting an Australian mortgage and finance broker.

• Potential for Tax Efficiency and Competitive Professional Fees.