End to End Loan Processor (With Broker experience)

1 month ago
Full-time
Senior
Operations
Outsourced Staff

Outsourced Staff

Outsourced Staff provides high-performing dedicated teams of tech, digital, and customer support specialists in the Philippines, helping businesses reduce costs and increase productivity.

Professional Services
11-50

Description

  • Support the broker with end-to-end loan processing for residential and commercial mortgages.
  • Manage the loan pipeline from initial application through to settlement.
  • Liaise directly with clients to collect required documentation and provide updates.
  • Communicate with lenders, solicitors, and other third parties to keep applications moving smoothly.
  • Maintain accurate records in CRM systems such as MyCrm, Infinity, or Mercury.
  • Use Apply Online and Trello or similar tools to assist with application and workflow tracking.
  • Assist in workflow management and task tracking.
  • Contribute to process improvements and help establish best practices as the team grows.
  • Train and mentor future loan processing staff members as the business expands.

Requirements

  • Australian mortgage broker experience, not just experience with banks or lenders.
  • Proven ability to process loans end-to-end.
  • Experience with documentation verification, application processing, lender submission, and lender follow-up.
  • Confident professional communication with clients in a friendly manner.
  • Familiarity with CRM systems such as MyCrm, Infinity, or Mercury.
  • Experience with Apply Online.
  • Experience with Trello or similar project management tools.
  • Highly organised, proactive, and detail-oriented.
  • Comfortable working under pressure and handling constructive feedback.
  • Familiarity with serviceability calculations and making recommendations.

Interested in this position?

Apply directly on the company website

Apply Now

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