Australian Loan Processor -151

Position: Loan Processor Salary: PHP 70,000 - 90,000/mo Working Hours & Conditions: Aligned with Australian hours; full-time (remote) Holidays: AU Holidays ABOUT THE COMPANY: The client is a premier Australian mortgage brokerage with a strong operational presence in Queensland and Victoria, serving clients nationwide. Founded on over two decades of industry expertise, the firm specializes in a comprehensive suite of financial services, including residential home loans, investment lending, refinancing, and first-home buyer guidance. Positioned as a high-level professional resource similar to a solicitor or financial planner, the company is dedicated to making the lending market straightforward and accessible. By leveraging a broad network of lenders and prioritizing transparency, they focus on delivering tailored outcomes that provide clients with long-term financial peace of mind. OVERVIEW: As a Loan Processor, you will play a critical role in bridging the gap between client aspirations and successful loan settlements. You will act as a high-level professional resource, ensuring that every application is handled with the same precision and care as a legal or financial planning firm. This is an opportunity to join a high-growth, remote-first team that values transparency, industry expertise, and a "client-first" mentality. RESPONSIBILITIES: Loan Processing & File Management: - Manage loan applications through various stages of the process - Assist with preparing and lodging applications via: - Connective - Mercury Nexus - Ensure all files are complete, accurate, and ready for submission - Maintain clean and organised file structures Document Collection & Organisation: - Request and follow up on required documents from clients - Understand which documents are required for different lenders - Ensure all documents are correctly named and stored consistently - Identify missing or incorrect documents before submission Task Management & Prioritisation: - Manage multiple files and tasks simultaneously - Prioritise urgent files vs non-urgent files effectively - Follow structured workflows while also adapting to ad hoc requests - Ensure no tasks or follow-ups are missed Client & Lender Communication: - Communicate with clients via email to request documents and provide updates - Follow up outstanding items in a professional and friendly manner - Assist in following up lenders for application updates Support to Credit Analysts: - Assist credit analysts with: - Document collection - Lender follow-ups - File preparation - Help maintain workflow efficiency across the team Additional Responsibilities: - Conduct yearly client reviews - Order and review property valuations using CoreLogic RP Data - Assist with general admin and ad hoc tasks as required - Follow internal processes while also applying initiative when need Requirements Essential Experience: - Minimum 1–2 years loan processing experience using: - Connective - Mercury Nexus - Additional 1–2 years experience in the Australian mortgage or lending industry (broker, lender, or bank experience) Technical Skills: - Strong understanding of: - Loan application process - Required documents for mortgage applications - File structuring and document naming - Ability to follow and execute processes accurately - Strong organisational and task management skills Work Style & Expectations: - Ability to work both: - Task-driven (structured workflows) - Ad hoc (responsive to urgent instructions) - Strong ability to prioritise workload effectively - Able to create personal systems/processes to ensure tasks are not missed Communication Skills: - Excellent written English (clear, professional emails) - Strong communication when following up clients and lenders - Friendly, positive, and approachable tone Personal Attributes: - High attention to detail (critical for compliance and accuracy) - Proactive and reliable - Friendly, bubbly, and enthusiastic personality - Strong work ethic and willingness to help the team - Takes pride in presentation and professionalism What Success Looks Like: - Files are well-organised and submission-ready - Minimal missing documents or errors - Fast and consistent follow-ups with clients and lenders - Strong support to brokers and credit analysts - High compliance standards maintained - Ability to handle both structured tasks and urgent requests seamlessly Originally posted on Himalayas