Position: Loan Processor / Client Support
Salary: ₱65,000 - 80,000 per month
Working Hours & Conditions: Aligned with AU hours; full-time - remote
OVERVIEW:
We are seeking an experienced Loan Processor / Client Support Specialist to join a growing Australian mortgage business. This is a dedicated full-time position supporting mortgage applications from initial submission through to settlement.
The successful candidate will play a critical role in managing loan files, collecting documentation, preparing submissions, maintaining application progress, and supporting client communications throughout the lending process.
This role is ideal for someone with proven Australian mortgage processing experience who can work independently, manage multiple applications simultaneously, and proactively keep
deals moving forward.
RESPONSIBILITIES:
- Manage loan applications from enquiry through to settlement
- Collect and follow up on outstanding client documents and supporting information
- Prepare and manage loan submissions using Finsure CRM
- Process applications with lenders and mortgage managers, including manual lodgement processes where required
- Maintain accurate file notes, application records, and workflow tracking
- Liaise with clients, lenders, solicitors, and third parties via phone and email
- Coordinate closely with brokers to ensure applications progress efficiently
- Monitor application milestones and proactively follow up outstanding requirements
- Ensure all documentation meets lender, aggregator, and compliance requirements
- Maintain high levels of accuracy and attention to detail across all files
Requirements
QUALIFICATIONS:
- Minimum 2 years' experience in Australian mortgage broking support, loan processing, or mortgage administration
- Strong end-to-end loan processing experience (not solely general administration)
- Previous experience using Finsure CRM
- Solid understanding of Australian home loan products, lending processes, and documentation requirements
- Experience managing multiple loan applications concurrently
- Familiarity with Australian mortgage compliance standards and lender requirements
- Comfortable working with both CRM-based and manual lender submission processes
PREFERRED EXPERIENCE (NOT REQUIRED):
- Experience supporting brokers within Australian aggregator environments
- Exposure to commercial lending and asset finance/car loans
- Experience with non-standard lenders and manual application processes
- Client-facing phone support experience
- Knowledge of lender servicing calculators and policy assessment processes
SKILLS & ATTRIBUTES:
- Exceptional attention to detail
- Strong organisational and time-management skills
- Ability to confidently follow up clients and stakeholders for missing information
- Excellent written and verbal English communication skills
- Proactive approach to problem-solving and file management
- Ability to work independently with minimal supervision
- Professional, reliable, and responsive during Australian business hours
- Strong customer service mindset and commitment to delivering a positive client experience