• Assist Loan Originators by prioritizing sales pipelines based on application statuses • Support Loan Originators with tasks related to completing the mortgage loan application (1003 Application) such as running AUS (Fannie Mae’s DU/DO, Freddie Mac’s LPA S2S, or USDA’s GUS) or importing information from credit reports • Generate initial disclosures for LO review in accordance with the TILA-RESPA Integrated Disclosure Rule (TRID) procedures and timelines • Collect documentation from borrowers at the direction of LOs and the loan system; enter document information into the loan system and submit information to wholesale lending organizations for conditional approval • Manage the statuses and follow-up communications with mortgage services providers such as appraisers and title companies • Work with wholesale lending underwriters to secure conditional approval and clearance to close • Validate Final Closing Disclosure (Final CD) information and resolve any missing or mismatched data before closing the loan file in our system • Execute a Closing Checklist to confirm that all regulated and reportable information is captured in a loan file before closing the file in our system • Run and distribute various reports on a recurring basis • Participate in process improvement projects • Provide prompt, warm, and memorable service

• Process residential clean energy loan applications in line with internal policies and regulatory standards. • Review applications for completeness and program compliance. • Collect, verify, and organize supporting documentation (e.g., pay stubs, utility bills, contracts, IDs). • Ensure adherence to bank lending policies, program guidelines, and regulatory requirements. • Route completed loan files to Document Preparation and Underwriting teams. • Manage the Clean Energy Lending inbox to ensure timely responses. • Provide exceptional customer service through informed, timely, solution-oriented interactions (inbound and outbound). • Identify cross-sell opportunities and conduct outbound sales calls to drive revenue growth. • Support sales campaigns, digital banking initiatives, and training/adoption efforts. • Promote the bank’s mission through community engagement and advocacy for clean energy financing. • Adopt a commitment to environmental, social, economic, and racial justice. • Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training. • Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations. • Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity.

Role Description Looking to take your career to the next level? Then this role is for you! Join Outsourcey and be part of our mission to revolutionize global talent expansion. We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together! Qualifications - Minimum 5+ years of experience as a Loan Processor, Parabroker, Mortgage Administrator, or similar role within the Australian mortgage and finance industry. - Proven experience providing parabroking support, including lender policy analysis, loan structuring, servicing calculations, product comparisons, and submission of complex lending scenarios. - Strong understanding of Australian mortgage lending practices, lender policies, NCCP legislation, responsible lending obligations, and the end-to-end loan application process. - Excellent written and verbal English communication skills, with the confidence to communicate professionally with clients, brokers, lenders, solicitors, and other key stakeholders. - Proficiency using Australian mortgage CRM and loan lodgement platforms such as Mercury Nexus, ApplyOnline, MyCRM, FLEX, or similar industry-standard software. - Strong analytical and problem-solving skills with the ability to interpret financial documentation, identify potential credit risks, and recommend suitable lending solutions. - Exceptional organisational and time management skills, with the ability to manage multiple applications simultaneously while maintaining accuracy and meeting strict deadlines. - High level of attention to detail, professionalism, and a proactive mindset, with the ability to work independently in a fast-paced environment while consistently delivering outstanding client service. Requirements - Manage the end-to-end processing of residential and commercial loan applications, ensuring all files progress efficiently from initial submission through to formal approval and settlement. - Review and verify client documentation, including income, liabilities, assets, and supporting financial records, ensuring all information is complete, accurate, and compliant with lender requirements. - Prepare, package, and submit high-quality loan applications by completing servicing calculations, compiling supporting documentation, and presenting applications in line with lender policies. - Provide comprehensive parabroking support by assessing lending scenarios, interpreting lender credit policies, recommending suitable loan structures, and assisting brokers with complex applications. - Liaise daily with clients, mortgage brokers, lenders, solicitors, conveyancers, and valuers to coordinate documentation, manage expectations, and facilitate timely loan progression. - Proactively manage loan pipelines by monitoring application milestones, following up outstanding conditions, resolving issues, and ensuring agreed turnaround times are consistently achieved. - Ensure every loan application complies with Australian lending regulations, NCCP requirements, responsible lending obligations, and internal compliance procedures prior to submission. - Maintain accurate records within CRM and loan management systems while delivering a high standard of customer service and providing regular updates to clients and stakeholders throughout the loan process. Benefits - Competitive salary - Opportunity to shape the HR function of a rapidly growing BPO. - Work closely with a team of industry leaders who have successfully scaled BPOs in the past. - Career growth and development opportunities. Please attach your CV and we will be in touch for a confidential chat. Let's do great things together! This is a remote position.

• Process and pre-underwrite specialty loans • Liaison between loan officer, borrower, underwriter and funding • Prepare and review loan file to ensure completeness • Communicate and coordinate the resolution of issues that delay loan closing timeline • Monitor overall loan processing cycle time