Loan Processer

Role Overview

We're on the lookout for a reliable and detail-oriented Loan Processor based in the Philippines who has hands-on experience working with Australian banks and brokers. The ideal candidate will play a key role in supporting our brokers through loan lodgement, settlements, and client onboarding.

You'll liaise directly with banks, BDMs, and clients, while managing critical timelines and setting up meetings to keep the loan process smooth and efficient.

Key Responsibilities

Process residential and investment loan applications with accuracy and speed

Liaise with Australian banks and lenders to follow up on application status and conditions

Communicate effectively with clients, brokers, and BDMs during the entire loan process

Coordinate loan settlements and ensure all pre-settlement conditions are met

Onboard new clients and ensure documentation is complete and up to standard

Set meetings and manage brokers calendars as needed

Maintain CRM notes and follow internal workflows to ensure seamless operations

Provide general admin support to the broker team as required

Handle inbound and outbound calls to engage with leads, book appointments, conduct follow-ups, and ensure the CRM is accurately maintained and kept up to date.

Requirements

2+ years of loan processing experience with Australian banks or mortgage brokers

Strong understanding of Australian loan products, settlements, and lending procedures

Confident in calling banks, BDMs, and clients to follow up or clarify information

Excellent spoken and written English communication skills

High attention to detail and ability to manage multiple files with tight deadlines

Proficient with Microsoft Office, CRM systems, and aggregator platforms (e.g., Mercury, ApplyOnline, Podium)

Strong time management and organisational skills

Able to work autonomously and as part of a remote team

Preferred Qualifications

Experience using Australian mortgage CRMs (e.g., Mercury, Salestrekker, etc.)

Previous work with an Australian mortgage brokerage or aggregator

Understanding of compliance and documentation standards in Australian lending

What We Offer

Competitive salary based on experience

Long-term career opportunity with a growing team

Full remote setup

Ongoing training and support

Performance bonuses for exceptional outcomes