About the role
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