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D2
D2B

Loan Processing & Client Liaison Specialist (Australian Mortgage)

Salary₱720k – ₱900k
LocationMetro Manila, Philippines
Work moderemote
Typefull-time
DepartmentRecOps
Company size201+ people
First seen1w ago
Last seen1d ago
Position: Loan Processing & Client Liaison Specialist
Salary: ₱60,000 – ₱75,000/month
Working Hours & Conditions: Aligned with Australian hours; full-time - remote
OVERVIEW:
About the company
We are a growing Australian mortgage broking business looking for a skilled, motivated professional based in the Philippines to join our tight-knit team of three. This is a genuine career-building opportunity — not a general VA role.
You will start by owning our loan lodgement and post-submission pipeline (currently managed by our loan processor), then progressively take on credit analysis and scenario assessment support (currently managed by our para-broker). Over time, the right person will become integral to our end-to-end deal flow.
Requirements
We are looking for someone with direct experience inside an Australian mortgage broker office. You must understand how home loan submissions work — not in theory, but in practice.
RESPONSIBILITIES:
•
Phase 1 – Core Responsibilities (Loan Processing):
•
Application Lodgement & Management:
•
Data entry into Infynity / Metanoia and Apply Online
•
Prepare and manage electronic signing of all application forms
•
Submit completed loan applications to lenders
•
Chase clients for outstanding documents and ensure application completeness
•
Post-Submission & Progress Monitoring
•
Track all active applications and proactively monitor lender progress
•
Respond to MIRs (Missing Information Requests) — collect, compile, and submit to lenders
•
Keep clients informed throughout — application status, lender feedback, next steps
•
Liaise with conveyancers/solicitors and lenders’ settlements teams
•
Carry deals through to settlement
•
Deal with Post-Settlement Enquiries
•
Client Communication:
•
Handle inbound client enquiries professionally, with clear and warm English
•
Keep client interaction alive with timely outbound follow-ups
•
Support the director with callbacks to existing and prospective clients
•
Phase 2 – Expanded Responsibilities (Credit Support):
•
As you develop confidence in the role, you will take on credit analysis support to help our para-broker focus on scenario-building and BDM conversations:
•
Review and relabel client documents (payslips, tax returns, statements, liabilities)
•
Identify gaps, inconsistencies, or red flags before submission
•
Add relevant client data into the Fact-Find
•
Run serviceability calculations independently
•
Support the para-broker in producing faster, higher-volume outcomes
Requirements
QUALIFICATIONS:
•
Essential (Required):
•
Demonstrated experience in home loan submissions to multiple Australian lenders
•
Strong working knowledge of lender criteria, serviceability, and the end-to-end loan process
•
Prior experience inside an Australian mortgage broker or aggregator environment
•
Proficiency in Infynity, Metanoia, Apply Online, or equivalent broker software
•
Excellent written and spoken English — warm, professional, and client-ready
•
Highly organised, self-directed, and reliable under time pressure
Nice to have
•
Highly Regarded (Not-Required):
•
Experience reviewing and assessing financial documents (payslips, tax returns, BAS, liabilities)
•
Exposure to serviceability calculators across multiple lenders
•
Familiarity with MIR management and lender settlement processes
•
Aspiration to grow into a credit analyst or para-broker equivalent role
Benefits
WHAT WE OFFER:
•
A clearly defined growth pathway — from loan processing into credit analysis
•
Direct mentorship from our senior para-broker and director
•
Stable, full-time remote employment with a committed Australian business
•
A supportive, no-nonsense team culture where results are recognised
•
Long-term opportunity for the right person who wants to genuinely build expertise in Australian mortgage broking
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