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Wingman Group

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Loan Processor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 51-200Since 2020H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

2 days ago

Salary

0

Seniority

Senior

English

Job Description

Loan Processor

Wingman Group

• Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment. • Document Management: Send document checklists to clients, follow up on missing or incomplete requirements, verify the accuracy and validity of documents. • Lender Pricing & Proposal Preparation: Complete lender pricing requests, order valuations when needed, review lender policies to ensure accurate loan structuring, prepare high-quality credit proposals. • Data Entry & Loan Submission: Enter client and loan data into CRM and lender portals, upload all supporting documentation, submit the full loan application to the lender. • Managing Conditions & Client Follow-ups: Gather outstanding documents to satisfy lender conditions, coordinate closely with clients to ensure timely completion, present final files for broker review before re-submission. • Valuation Coordination: Order valuations (if not done earlier), follow up on valuation progress and address any valuation concerns. • Formal Approval & Settlement Prep: Communicate formal approval updates to both broker and client, assist in preparing the file for the settlement stage.

Job Requirements

  • Strong experience or background in SalesTrekker (SalesTrekker proficiency is a big advantage!)
  • High attention to detail and excellent follow-through
  • Strong communication and coordination skills
  • Ability to thrive in a fast-paced, client-focused environment
  • Equipment is self-provided
  • USB Headset with Noise Cancellation feature
  • Working Webcam
  • Computer with at least 1.5 GHz processor and at least 8GB RAM
  • Main Internet Service Speed: at least 50 Mbps cable connection
  • Backup Internet Service Speed: at least 25 Mbps
  • Dual Monitor

Benefits

  • 20 Paid Time Off
  • Referral Bonus – 70 AUD per successful referral to the Wingman platform (paid at 1st month mark with a client contract).
  • Annual Trip – connect with the broader Wingman community in person.
  • Dedicated Support Contact (CSM) – someone to help you succeed and stay connected.
  • Access to a Network – collaborate with fellow contractors and onshore specialists.
  • Opportunities to Upskill – optional sessions, peer learning, and developmental pathways.
  • More Work, More Opportunity – potential for additional contracts, Statements of Work, or expanded workloads.
  • High-Impact Projects – work alongside top-tier Australian partners on meaningful assignments.
  • Flexibility First – deliver your work in your way, with full autonomy on how you achieve outcomes.
  • Advisory Support – HR, Tax, and setup guidance available to make contracting seamless.
  • 100% Work-From-Home Contracts – all engagements designed for remote delivery.

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