Loan Processor, Broker Assistant

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

📋 Description

• Oversee residential loan applications from the initial handover to settlement.

• Gather, assess, organize, and upload client documentation accurately and punctually.

• Prepare and submit loan applications utilizing Apply Online (AOL).

• Track application progress and follow up on any outstanding conditions from lenders.

• Engage with clients, lenders, and other stakeholders to address issues and advance files.

• Ensure precise client records are maintained in Nexus Mercury and Connective.

• Assist in processing SMSF loans and documentation as residential workflows are developed.

• Support initiatives aimed at re-engaging existing SMSF clients.

• Organize and file client and company data within Nexus, including email records.

• Aid in refinance outreach campaigns.

• Help revive inactive referral partner relationships.

• Provide general administrative assistance to the Principal Broker.

• Undertake other ad hoc administrative tasks as needed.

⛳️ Requirements

• Demonstrated experience in processing Australian residential mortgage loans from application to settlement.

• Practical experience with Connective.

• Practical experience with Nexus Mercury.

• Practical experience with Apply Online (AOL).

• Strong comprehension of the Australian residential mortgage lending process.

• Excellent organizational abilities and outstanding attention to detail.

• Proficient written and verbal communication skills in English.

• Capability to work autonomously in a remote setting while managing multiple loan files.

• Proactive in identifying issues, following up on missing documentation, and promptly escalating blockers.

• Preferred: experience in processing SMSF loans.

• Preferred: previous experience working directly with an Australian mortgage broker.

• Preferred: familiarity with Australian lending policies and lender requirements.

• Preferred: experience executing refinance campaigns and client re-engagement initiatives.

• Preferred: strong experience with CRM and loan management systems.

• Preferred: ability to optimize administrative workflows and enhance process efficiency.

• Preferred: reliability, self-motivation, and ownership of files from start to finish.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Flexible working arrangements in a supportive remote environment.

• Access to industry-leading tools and technology.