Australian Mortgage Loan Processor

Acquire Intelligence; Philippines; On-site; PHP 502,000 - 837,000; Full time

Job summary

Acquire Intelligence in Eastwood, Quezon City, is seeking an Australian Mortgage Loan Processor to manage residential mortgage applications from collection to settlement. You will communicate with borrowers, verify documents, and ensure lender requirements are met.

The role requires strong knowledge of Australian mortgage processes, end-to-end processing, and excellent customer service over phone, email and Zoom.

Qualifications

• Minimum two years of direct Australian mortgage industry experience.
• Experience processing Australian mortgage applications end-to-end.
• Strong knowledge of Australian lender processes and documentation requirements.
• Experience preparing and submitting Australian loan applications.
• Experience liaising directly with Australian mortgage clients.
• Knowledge of approval, documentation and settlement processes.
• Australian mortgage experience is mandatory.

Responsibilities

• Manage Australian mortgage applications from initial processing through to settlement.
• Prepare accurate loan applications for submission to lenders.
• Review application information for completeness and accuracy.
• Coordinate with lenders, brokers, valuers, solicitors and other stakeholders.
• Maintain CRM records and ensure pipeline accuracy and compliance.

Skills

English proficiency

Customer service

Communication

Attention to detail

Education

Certificate IV in Finance and Mortgage Broking

Australian mortgage qualifications advantageous

Tools

SalesTrekker CRM

ApplyOnline

Australian lender portals

Microsoft Office

Zoom

Job description

Job Description:

We’re an award-winning global outsourcer providing contact center and back office services on behalf of our global clients. Come work at a place where innovation and teamwork come together to support the most exciting missions in the world!

At Acquire Intelligence, our mission is to help business work smarter.

We bring together the best people, efficient processes, and automation to help companies grow faster and operate with confidence.

Our purpose is to simplify how businesses work, improve performance, and lead meaningful change across the globe.

If you’re passionate about making a real impact through innovation and collaboration, Acquire Intelligence is the place to grow your career.

Advance Your Career - Join us today and be part of a team where your work makes an impact!

WHY JOIN THE A-TEAM? Come for a career, stay for the fun!

Here’s what’s waiting for you:

• HMO coverage for you and your family
• Epic Yearly Kick-Off Partieswith major giveaways (including acar in 2023!)
• Recognition through our Value Awards— we celebrate your wins
• Real career growthwith internal promotions
• Meaningful workwith talented and supportive teams

Your future matters:

• 900 internal promotionsevery year
• 2,700+ leadership training courses

Extra rewards along the way:

• 14th Month Payfor employees who complete 5 years with us
• Generousreferral incentives of up to ₱42,000depending on the role

Enjoywork-life balance:

• 12 Vacation Leaves*
• 12 Sick Leaves*
• 1 Birthday Leave*

A SNAPSHOT OF YOUR ROLE

Australian Mortgage Loan Processor

Location: Eastwood, Quezon City, office based

Employment type: Full time, permanent

Position Summary

The Australian Mortgage Loan Processor is responsible for managing Australian residential mortgage applications from initial document collection and preparation through to settlement. The role involves direct communication with borrowers throughout the loan journey, reviewing supporting documents, preparing accurate loan applications, coordinating lender requirements and keeping clients informed of their application’s progress. The successful candidate must have strong knowledge of Australian mortgage processes, lender requirements, industry terminology and regulatory obligations, together with excellent customer service and telephone skills.

Key Responsibilities

Loan Application Processing

• Manage Australian mortgage applications from initial processing through to settlement.
• Prepare accurate and complete loan applications for submission to lenders.
• Review application information and confirm all required details have been provided.
• Submit applications through ApplyOnline and other relevant lender platforms.
• Track applications against key milestones, lender requirements and settlement deadlines.
• Follow up proactively to ensure applications continue progressing.
• Escalate delays, risks and outstanding matters promptly.
• Manage multiple active loan files while maintaining accuracy and service standards.

Client Liaison

• Liaise directly with clients throughout the loan journey.
• Explain documentation and lender requirements clearly and professionally.
• Request and follow up on outstanding information and supporting documents.
• Provide clients with regular and accurate application updates.
• Clarify incomplete or inconsistent information with clients.
• Respond promptly to client questions and concerns.
• Maintain a confident, professional and empathetic communication style over the telephone, email and Zoom.
• Conduct recorded video identification or security calls when required.

Document Collection and Review

• Collect identification, income, employment, financial, property and supporting documents.
• Review documents for completeness, accuracy, currency and consistency.
• Confirm that documents align with the information provided in the loan application.
• Identify missing, incomplete or inconsistent information requiring further clarification.
• Follow required document collection, verification and due diligence checklists.
• Maintain organised and complete client files.
• Escalate potential credit, compliance, fraud or documentation concerns.

Lender and Stakeholder Coordination

• Liaise with lenders regarding application status, outstanding conditions and additional requirements.
• Communicate with brokers, valuers, solicitors, conveyancers and other stakeholders.
• Assist with valuations, conditional approvals, formal approvals and loan documentation.
• Coordinate outstanding lender conditions and supporting documents.
• Monitor preparation, signing and return of loan documents.
• Assist with settlement preparation.
• Record settlement outcomes and post-settlement actions.

CRM, Pipeline and Compliance

• Maintain accurate records in SalesTrekker or the relevant CRM.
• Record client communication, lender updates, documents, milestones and next actions.
• Keep application statuses and follow-up dates current.
• Manage the loan pipeline proactively.
• Provide accurate pipeline updates and elevate stalled applications.
• Protect confidential information.
• Comply with Australian privacy, credit and responsible lending requirements.
• Follow internal policies and standards.

Role Requirements

• Minimum two years of direct Australian mortgage industry experience.
• Experience processing Australian mortgage applications end-to-end.
• Strong knowledge of Australian lender processes and documentation requirements.
• Experience preparing and submitting Australian loan applications.
• Experience liaising directly with Australian mortgage clients.
• Knowledge of approval, documentation and settlement processes.
• Excellent spoken and written English.
• Australian mortgage experience is mandatory.

Technical Skills

• Experience using mortgage CRM systems, preferably SalesTrekker.
• Experience using ApplyOnline.
• Experience using Australian lender portals and mortgage platforms.
• Proficiency in Microsoft Office.
• Confidence using Zoom and online communication platforms.

Qualifications

• Certificate IV in Finance and Mortgage Broking preferred but not mandatory.
• Other relevant Australian mortgage qualifications highly regarded.

Preferred Experience

• Experience working for an Australian mortgage brokerage, lender, fintech or mortgage processing team.
• Experience processing residential mortgage applications across multiple Australian lenders.
• Exposure to secured lending, commercial lending or property backed finance.

What We Offer

• Competitive performance based bonus plan.
• Clear career progression.
• Stable daytime hours aligned with Australian Eastern Time.
• Structured training and coaching.
• Company PC and dual monitors provided.

Logistics

• Working hours: 6:00 am to 3:00 pm PHT, Monday to Friday, aligned with AEST.
• Work location: Eastwood, Quezon City office.
• Work arrangement: Fully office based.
• Equipment: Company PC and dual monitors provided on site.

Application Screening Requirement

• Applicants must clearly outline their Australian mortgage processing experience, including lenders, systems and stages managed.
• Candidates without relevant Australian mortgage industry experience will not be considered.

Join the A-Team and experience the A-Life!

Requirements: