Loan Processor, Broker Assistant

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

📋 Description

• Prepare and submit pricing requests to lenders on behalf of clients.

• Order and monitor valuations, ensuring follow-up with lenders and valuers.

• Input and uphold client and loan information in Apply Online (AOL).

• Pre-fill standardized loan submissions for client review and approval.

• Track the progress of applications and outstanding conditions throughout approval and settlement.

• Follow up with clients on any outstanding documents.

• Engage with clients, lenders, and other stakeholders to resolve issues effectively.

• Maintain precise records within client systems.

• Advance towards deal structuring, serviceability assessment, and scenario preparation as skills develop.

• Assist in the review of complex files and the formulation of recommendations as a pathway for future growth.

• Organize client files and documentation systematically.

• Support outreach efforts to current clients regarding opportunities such as refinancing.

• Carry out various administrative tasks as needed.

⛳️ Requirements

• Practical experience with Apply Online (AOL) for residential loan submissions.

• Comprehensive understanding of the Australian residential mortgage process, including pricing requests and valuations.

• Exceptional spoken and written English, with the confidence to communicate directly with Australian clients, lenders, and valuers via phone and video calls.

• A minimum of 2+ years of relevant experience.

• Proficient in preparing templated loan submissions accurately and efficiently.

• Previous experience working directly with an Australian mortgage broker is a significant advantage.

• Familiarity with the Finsure aggregator network or a similar aggregator platform is a strong plus.

• Early experience with para-broking tasks, including serviceability assessment and Quickli deal structuring is highly regarded.

• Proactive and confident, taking ownership of each file from start to finish without constant supervision.

• Capable of identifying missing documentation and following up with clients directly.

• Ability to escalate obstacles early in the process.

• Comfortable with streamlining workflows and consolidating updates.

• Dependable and detail-oriented, with strong written communication skills in English.

🏝️ Benefits

• Competitive, market-rate compensation based in the Philippines.

• AU Working Hours (Dayshift).