Mortgage Broker Support, Loan Processor

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

📋 Description

• Management of client files

• - Establish and uphold client files (opportunities and contacts) within the CRM system

• - Input solicitor/conveyancer information into the CRM

• - Approve and rename documents as necessary

• - Maintain detailed notes on files

• - Update the status of applications

• - Ensure all files are complete prior to moving forward

• Document collection and review

• - Verify receipt of documents

• - Assess documents for completeness

• - Confirm identification documents fulfill lender requirements (additional ID stipulations for Scheme Loans)

• - Input driver's license details into the CRM

• - Ensure client-entered information in the Client Portal aligns with driver's license details (full names in CRM, correct date of birth)

• - Update account balances and liabilities according to received statements

• - Follow up on missing documentation

• - Log outstanding documents in the CRM for future requests

• - Review statements for any undisclosed liabilities or recurring expenses

• Loan processing assistance

• - Input client details into the CRM and lender systems, Mercury and ApplyOnline (AOL)

• - Prepare loan application data in the CRM for broker assessment

• - Aid in preparing loan submissions in ApplyOnline for broker approval and lodgement

• - Upload supporting documents to the lodgement portal (AOL)

• - Complete compliance in the CRM based on appointment notes

• - Fulfill lender checklists

• - Order valuations

• - Upload valuation reports to the CRM

• - Handle pricing requests and escalations

• Application tracking

• - Oversee the progress of applications

• - Monitor lender turnaround times

• - Follow up on outstanding lender requirements

• - Keep track of remaining conditions

• - Update brokers regarding application progress

• Settlement assistance

• - Keep track of settlement dates

• - Assist with scheduling settlements

• - Follow up on outstanding settlement documents

• - Confirm that required documents have been returned

• - Update CRM post-settlement

• - Review loan offers to ensure they are error-free

• General administrative tasks

• - Support general administrative duties as directed

• - Monitor shared inboxes

• - Assist in creating marketing materials using CANVA

• - Request signatures and merge documents via Adobe

⛳️ Requirements

• - Prior experience supporting an Australian mortgage broker

• - Solid understanding of Australian residential lending processes

• - Exceptional written and verbal communication skills in English

• - High level of attention to detail (ability to spot undisclosed liabilities, auditing ID documents)

• - Capability to work independently and meet deadlines

• - Strong organizational and time management abilities

• - Hands-on experience with Connective Mercury and ApplyOnline (AOL) is essential

• - Proficiency in Microsoft Excel, Google Workspace, Adobe, and Canva

🏝️ Benefits

• Why Join Us? **

• You will collaborate directly with an incredibly supportive, highly organized industry leader. This role offers a cooperative, stable environment where your processing expertise will directly influence the daily success of the business.