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