Overview
This is a great opportunity to join a growing Australian Outsourcing company and be one of their assets.
Company Profile
Our client is a 100% Australian-owned company that has been providing outsourced paraplanning and advice process support since 2010, pioneering this industry in the Philippines.
With over a decade of experience, they have designed and refined support solutions tailored to the evolving needs of financial advisers.
Their mission is to give advisers and licensees more time to focus on growth and success, while ensuring compliance with professional standards.
They act as a force multiplier by providing "time on demand" — every hour of support given to advisers or licensees is an hour redirected back to core business activities.
Far from being a one-dimensional service provider, our client partners with financial planners, practices, licensee management, and other key stakeholders to help increase revenue, reduce costs, and improve client service and professional standards.
Since 2010, they have been creating, sourcing, and integrating qualified resources in the Philippines to support the Australian finance industry.
Their services extend across Financial Planning, Mortgage Broking, and Accounting, delivering reliable and scalable support.
Led by an Australian leadership team with deep industry expertise, they build long-term, cost-effective partnerships that allow businesses to focus on what matters most.
Duties and Responsibilities
Prepare lender submissions
Interact with customers to obtain all required deal information
Analyse financial statements and payslips
Liaise with brokers to clarify scenarios to provide the best outcome for the clients
Cross-reference lender policy to find solutions
Conduct serviceability assessments with various lenders
Review each loan to verify that all documentation is available, accurate, andCompleted before preparing submissions to lenders
Enter data into the CRM and produce lender compliance documents
Email the home loan proposal and compliance documents to our clients for signing
Prepare, package, and lodge home loan applications
Action missing information and conditional approval lender requests
Focus on obtaining lender unconditional approvals
Assist clients in signing loan contracts
Communicate with customers, buyers agents, and conveyancers to update them on the status of applications up until settlement
Post-settlement tasks such as pricing and rate reviews
Handling complex and/or urgent requests
Admin tasks like email monitoring, chasing lenders for updates on applications and communicating with various lenders
Must-have Skills / Qualification
1–5 years of experience in Mortgage Loan Processing
Must have worked with Australian mortgage clients
Experience handling end-to-end loan processing: servicing, borrowing capacity, credit assessment, deal workshopping, lodgement through settlement.
Experience across different loan types (PAYG, Self-Employed, SMSF– nice to have but not mandatory)
Experience in using mortgage loan processing system (i.e Quickli, AFG Flex, or BrokerEngine)
Good English communication skills (verbal & written)
Must Have a stable internet connection and a back-up
Preferred Skills and Competencies
Should be processing at least 10 loans per month
Preferably female (but open to considering male candidates)
Ideal age is around late 20s' to early 30s.
Behavioral Competency
Ability to work independently but also coordinate effectively with brokers and clients
Must be reliable, organized, and able to meet deadlines in a fast-paced environment
Must be in good health and able to sustain focus and productivity
Job Type: Full-Time Permanent
Schedule: Monday - Friday, 7AM to 4PM (Manila Time) or 9AM to 6PM (Manila Time)
Location: Work-From-Home
Industry: Outsourcing Company
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📌 Mortgage Loan Processor - #34544
🏢 Manila Recruitment
📍 Bunbury