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Loan Processor - 069

1 month ago
Philippines
Full-time
Junior
Operations Specialist
Operations
Apply Now
D2B

D2B

D2B specializes in connecting Australian businesses with top offshore talent, facilitating the hiring process to help companies scale efficiently and effectively.

Professional Services
View All Jobs 9

Description

  • Collect, organise, and verify client documents (ID, income, liabilities, etc.).
  • Enter and update client data in CRM, AOL and lender platforms.
  • Prepare application files for broker review prior to submission.
  • Track application progress and liaise with lenders for status updates.
  • Manage upcoming settlements to meet deadlines and coordinate required actions.
  • Maintain accurate digital filing and compliance documentation and stay across industry compliance obligations and changes.
  • Support the broker with inbound enquiries and maintain the broker’s calendar.
  • Prepare client onboarding documents, fact‑find forms, and follow‑up communications.
  • Provide timely updates to clients, lenders, and referral partners and assist with post‑settlement follow‑ups and client retention activities (rate reviews).
  • Collaborate with the broker to develop workflow and the client experience journey (first three months).

Requirements

  • Minimum 2+ years’ experience as a virtual assistant and loan processor.
  • Previous experience with Mercury and AOL systems.
  • Proficiency with CRM systems, cloud storage, and productivity tools (e.g., Microsoft 365, Google Workspace).
  • Strong understanding of mortgage broking processes and lender requirements.
  • Excellent written and verbal communication skills.
  • High attention to detail and strong organisational ability.
  • Ability to manage multiple tasks and deadlines independently.
  • Proactive, solutions‑focused, and strong initiative with willingness to learn.
  • Reliable and trustworthy with the ability to handle confidential information and remain calm under pressure.
  • Client‑first mindset and professional, friendly alignment with the broker’s service values.
  • Available to work Mondays to Fridays, 9am–5pm Melbourne (Australia) time and observe Australian public holidays.

Interested in this position?

Apply directly on the company website

Apply Now

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