AU Mortgage Loan Processor

Three Peaks International Pty Ltd; Philippines; Remote; PHP 3,457,000 - 4,714,000; Full time

Benefits offered by this job

Permanent Work from home set up

Performance Appraisal and Increase and

Bonus (Merit based)

Paid Time off

Paid Australian Holidays

Job summary

Three Peaks International is seeking an experienced mortgage loan processor for a permanent work-from-home role. The ideal candidate will handle end-to-end processing, liaise with clients and lenders, and ensure accurate data across CRM systems and ApplyOnline.

A degree in Business/Accounting/Finance and experience with Salestrekker, Mercury Nexus, and ApplyOnline are required. The role emphasizes compliance with Australian lending policies, strong communication, and the ability to manage

Qualifications

• 3–5 years of end-to-end Australian mortgage loan processing experience.
• Degree in Business, Accounting, Finance, or a related field.
• Experience with Australian mortgage CRMs (Salestrekker, Mercury Nexus) and ApplyOnline.
• Strong understanding of Australian lending policies and compliance requirements.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office and Google Workspace.
• High attention to detail with strong analytical and problem-solving skills.
• Ability to manage complex files, meet deadlines, and work autonomously.
• Tech-savvy, adaptable, and process-driven.

Responsibilities

• Provide comprehensive administrative support to mortgage brokers.
• Liaise with clients to obtain information and documentation required for loan applications.
• Enter and maintain client and application data in CRM systems and ApplyOnline.
• Coordinate with clients, lenders, solicitors, accountants, and stakeholders to settlement.
• Provide timely updates to clients on application progress.
• Follow up to obtain outstanding information and documentation.
• Research and identify suitable lending solutions based on client needs.
• Lodge applications through CRM and ApplyOnline.
• Support post-settlement activities and maintain records.

Skills

End-to-end loan processing

Strong communication

Attention to detail

Organizational skills

Autonomous work

Education

Degree in Business/Accounting/Finance

Tools

Salestrekker

Mercury Nexus

ApplyOnline

Microsoft Office

Google Workspace

Job description

Job Description: The ideal candidate has strong knowledge both in administrative and financial broking business. Below are the detailed duties and responsibilities.

JOB RESPONSIBILITIES

• Provide comprehensive administrative support to mortgage brokers.
• Liaise with clients to obtain information and documentation required for loan applications.
• Accurately enter and maintain client and application data within CRM systems and ApplyOnline.
• Coordinate with clients, lenders, solicitors, accountants, and other stakeholders to facilitate applications through to settlement.
• Provide timely updates to clients regarding the progress of their applications.
• Maintain current knowledge of lender policies, products, and industry requirements through ongoing training.
• Follow up with clients and stakeholders via phone and email to obtain outstanding information and documentation.
• Research and identify suitable lending solutions based on client requirements.
• Communicate with lender representatives to clarify application requirements and policy matters.
• Manage data entry across multiple systems, portals, and databases.
• Schedule and coordinate appointments, follow-ups, and stakeholder communications.
• Maintain accurate CRM records and ensure data integrity across internal systems.
• Manage email correspondence and support inbox administration.
• Loan Application Management Manage mortgage applications from submission to settlement.
• Verify documents, complete assessments, and prepare lender requirements.
• Lodge applications through CRM and ApplyOnline.
• Liaise with lenders and clients, providing updates and follow-ups.
• Support post-settlement activities and maintain accurate records.

WHO ARE WE LOOKING FOR?

• 3–5 years of end-to-end Australian mortgage loan processing experience.
• Degree in Business, Accounting, Finance, or a related field.
• Experience with Australian mortgage CRMs (e.g., Salestrekker, Mercury Nexus) and ApplyOnline.
• Strong understanding of Australian lending policies and compliance requirements.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office and Google Workspace.
• High attention to detail with strong analytical and problem-solving skills.
• Ability to manage complex files, meet deadlines, and work autonomously.
• Tech-savvy, adaptable, and process-driven.
• Highly organized, proactive, and able to thrive in a fast-paced environment.

What's On Offer?

• Permanent Work from home set up
• Performance Appraisal and Increase and Bonus (Merit based)
• Paid Time off
• Paid Australian Holidays

Technical Requirements (Independent Contractor Role)

• Reliable laptop/desktop (with at least one backup device)
• Noise-cancelling headset (for interviews and meetings)
• Stable internet connection with a backup (minimum 100 Mbps)

Three Peaks International is a Sydney based staffing solutions partner which provides local and virtual staffing solutions to Australian businesses through outsourcing, recruitment, and migration. Simply put, we help businesses grow by providing them the staff they need that gets the job done.