Building Dedicated Remote Teams Around the World
End to End Loan Processor, Broker Experience
Location
Philippines
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
End to End Loan Processor, Broker Experience
Outsourced Staff
• 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 ensure smooth processing. • Maintain accurate records in CRM systems, including MyCrm, Infinity, Mercury or Similar • Experience with Apply Online • Experience with Trello or similar project management tools • 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.
Job Requirements
- Australian mortgage broker experience (not just banks or lenders).
- Proven ability to process loans end-to-end. Documentation Verification, Application Processing, Lender Submission. Lender Follow-Up
- Confident in directly communicating with clients in a professional, friendly manner.
- Familiarity with CRM systems, including MyCrm, Infinity, Mercury or Similar
- Highly organised, proactive, and detail-oriented.
- Comfortable working under pressure and handling constructive feedback.
- Familiar and comfortable with serviceability calculations and making recommendations
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