Loan Processor & Client Support Specialist
D2B
Loan Processor & Client Support Specialist
Work Schedule: AU Business Hours
Salary: PHP 80,000 - PHP 100,000 per month
Location: Remote (Work from Home, Philippines)
Employment Type: Full-Time Remote Contractor
Requirements
About the Role
We’re looking for an experienced Loan Processor / Client Support Specialist to join a well-established Australian mortgage broking business.
You’ll be supporting an experienced mortgage broker with more than 25 years in the finance industry, helping keep loan applications moving smoothly from the initial application right through to settlement.
This is a hands-on role where you’ll be an important part of the client experience. You’ll take ownership of the day-to-day loan administration, keep documents and tasks organized, follow up on outstanding requirements, and make sure clients are kept informed along the way.
The broker will continue to handle lending advice, servicing calculations, recommendations, and key compliance responsibilities. Your focus will be on keeping the process organized, staying ahead of requirements, and making sure nothing gets missed or unnecessarily delayed.
Key Responsibilities
Preparing and completing loan application information in GEM
Submitting applications through Apply Online
Managing loan files from submission through to settlement
Following up with clients for outstanding documents and information
Providing friendly and proactive updates to clients throughout the loan process
Liaising with lenders to help keep applications progressing
Reviewing files to identify missing information or potential delays
Keeping accurate notes, tasks and status updates in JAM / Sales Trek
Keeping the broker updated on application progress
Escalating complex lending scenarios or compliance matters when required
What we’re looking for
You’ll ideally have at least 2 years’ experience supporting an Australian mortgage broker and be comfortable managing multiple active loan files at different stages of the process.
We’re looking for someone who is organised, proactive and confident communicating with Australian clients and lenders. You’ll need a good understanding of Australian home loan processes, lender requirements and loan documentation, along with hands-on experience using Apply Online and mortgage processing or CRM systems.
Experience with GEM, JAM / Sales Trek, or another Australian aggregator environment would be highly regarded.
Originally posted on Himalayas