Loan Processor – Australian Mortgage Broker (Application to Settlement)

Loan Processor (Remote, Australian Mortgage Brokerage)

We are an Australian mortgage brokerage looking for an experienced Loan Processor to manage residential loan files from application through to settlement. You'll work directly with the broker, take each deal from his written instructions, prepare the client proposal, and own the file until it settles, keeping clients and lenders informed at every step.

What you'll do:

• Receive deals with written instructions from the broker and set them up in our CRM (MyCRM)
• Prepare the client Game Plan/proposal document, send it to the client and follow up until signed

What you'll do:

• Receive approved deals with full written instructions and set them up in our CRM (MyCRM)
• Prepare and send client proposal documents and follow up until signed
• Lodge applications through lender ApplyOnline (AOL) portals
• Complete a compliance checklist on every file before submission
• Manage the file from submission to approval: respond to lender requests, provide supporting documents and keep the file moving
• Chase outstanding documents and signatures from clients
• Track conditional and formal approvals, loan documents and settlement dates
• Liaise with lenders, clients, conveyancers and solicitors to get each file to settlement
• Keep the CRM and file notes up to date so the broker can see the status of every deal

What we're looking for:

• Minimum 2 years' experience as a loan processor in an Australian mortgage brokerage (essential)
• Experience lodging through ApplyOnline and working with Australian lenders
• Experience with a broker CRM (MyCRM preferred)
• Settlement experience is a plus, but we'll train the right person
• Strong written and spoken English, confident communicating with Australian clients and lenders
• High attention to detail and able to follow a written process exactly
• Reliable internet and a quiet home workspace

Please only apply if you have at least 2 years' experience as a loan processor in an Australian mortgage brokerage.

Hours: Full-time, Monday to Friday, 7:00am to 3:00pm Philippine time (9:00am to 5:00pm AEST)
Pay: ₱55,000 to ₱65,000 per month, depending on experience, plus 13th-month pay and statutory benefits from day one

Employment: Engaged as an employee through our Employer of Record in the Philippines

Start: Within 2 weeks of offer acceptance

To apply, send your CV and answer the following questions:

1. How many years have you worked in Australian mortgage processing?
2. Have you used MyCRM or other broker CRM software?If yes, explain what you can do independently in it.
3. Have you used ApplyOnline?
4. Can you manage a residential loan from application through to settlement?
5. Which Australian lenders have you worked with?
6. What types of loans have you processed: Purchase, Refinance, Construction, Investment, SMSF, Company/Trust?
7. Approximately how many active loan files have you managed at one time?
8. What was your most recent monthly salary?
9. What is your expected monthly salary in PHP?
10. When can you start?