Australian Mortgage Loan Processor

Outsourcey; Taguig; On-site; PHP 320,000 - 460,000; Full time

Job summary

Outsourcey is seeking a highly organised Broker Support Officer to manage the day-to-day administration and progression of lending applications for Australian clients. You will work closely with brokers to move deals from initial enquiry through to settlement, ensuring accuracy and timely action.

The role requires attention to detail, strong communication, and the ability to own multiple applications. Experience with mortgage broking CRM or LMG platforms is advantageous, with a proactive,

Qualifications

• Experience in mortgage broking, banking, lending or financial services administration.
• Strong attention to detail.
• Excellent organisation and time management.
• Professional written and verbal communication.
• Ability to manage multiple applications and deadlines.
• Proactive and solutions-focused.

Responsibilities

• Set up new clients and loan applications in the MyCRM.
• Prepare and package loan applications.
• Collect and organise supporting documentation.
• Prepare lender submission packs for broker review.
• Assist with pricing and valuation requests.
• Maintain complete and accurate electronic client files.
• Support residential, commercial, business, development and asset finance transactions.
• Contact clients for outstanding information and documents.
• Follow up identification, payslips, bank statements, tax returns, contracts and other supporting documents.
• Respond to general client enquiries.
• Escalate lending, credit or structuring matters to the broker.
• Monitor applications throughout the lending process right through to settlement.
• Settlement - Follow up lenders and clients to ensure outstanding requirements are completed promptly.
• Liaise with lender BDMs, credit teams and settlement teams.
• Follow up application status and outstanding conditions.
• Coordinate valuations.
• Assist with discharge authorities and refinance requirements.
• Liaise with solicitors, conveyancers, accountants and other parties where required.
• Escalate delays or issues to the broker.
• Maintain accurate CRM records.
• Update deal stages, notes and outstanding requirements.
• Maintain broker task and follow-up lists.
• Monitor finance and settlement dates.
• Keep the lending pipeline current.
• Ensure every active deal has a clear status, next action, owner and follow-up date.
• Provide regular pipeline updates to the Executive Director.

Skills

Attention to detail

Organization

Time management

Communication

Multitasking

CRM experience

Tools

Mortgage CRM

LMG aggregator platforms

Job description

Australian Loan Processor (MyCRM / LMG Experience Required).

The Role

We are seeking a highly organised and proactive Broker Support Officer to support our brokers and manage the day-to-day administration and progression of lending applications.

You will work closely with the broker to ensure every deal progresses efficiently from initial enquiry and document collection through to application, approval and settlement.

This is a hands-on role requiring strong attention to detail, excellent organisation and the ability to take ownership of multiple active applications.

Key Responsibilities

Broker & Loan Application Support

• Set up new clients and loan applications in the MyCRM.
• Assist with preparation and packaging of loan applications.
• Collect and organise supporting documentation.
• Prepare lender submission packs for broker review.
• Assist with pricing and valuation requests.
• Maintain complete and accurate electronic client files.
• Support residential, commercial, business, development and asset finance transactions.

Client Support

• Contact clients for outstanding information and documents.
• Follow up identification, payslips, bank statements, tax returns, financial statements, contracts and other supporting documents.
• Respond to general client enquiries.
• Escalate lending, credit or structuring matters to the broker.

Application Management

Monitor applications throughout the lending process right through to settlement of the file.

Settlement - Follow up lenders and clients to ensure outstanding requirements are completed promptly.

Lender & Third-Party Liaison

• Liaise with lender BDMs, credit teams and settlement teams.
• Follow up application status and outstanding conditions.
• Coordinate valuations.
• Assist with discharge authorities and refinance requirements.
• Liaise with solicitors, conveyancers, accountants and other parties where required.
• Escalate delays or issues to the broker.
• Maintain accurate CRM records.
• Update deal stages, notes and outstanding requirements.
• Maintain broker task and follow-up lists.
• Monitor finance and settlement dates.
• Keep the lending pipeline current.
• Ensure every active deal has a clear status, next action, owner and follow-up date.
• Provide regular pipeline updates to the Executive Director.

Compliance & File Management

• Maintain complete and organised client files based on compliance checklist
• Ensure required supporting documentation is obtained and correctly stored.
• Assist with pre-submission and post-settlement file checks.
• Escalate missing documentation or compliance concerns immediately.

Settlement Support

• Track formally approved applications through to settlement.
• Follow up loan documents and outstanding settlement requirements.
• Coordinate with clients, lenders and conveyancers.
• Confirm settlement bookings.
• Monitor settlements through to completion.
• Complete post-settlement CRM and file requirements.
• Ensure settled transactions are correctly recorded for commission purposes.

Skills & Experience

Previous experience in mortgage broking, banking, lending or financial services administration is highly regarded.

The successful candidate will demonstrate:

• Strong attention to detail.
• Excellent organisation and time management.
• Professional written and verbal communication.
• Confidence communicating with clients and lenders.
• Ability to manage multiple applications and deadlines.
• Experience with mortgage broking CRM or LMG aggregator platforms is advantageous.
• A proactive and solutions-focused approach.

Experience with commercial or business lending is advantageous but not essential.

What We're Looking For

We want someone who takes ownership.

You should be comfortable following up clients, lenders and third parties, identifying what is holding up a transaction and taking action to keep it moving.

Role Objective

The Broker Support Officer's primary objective is to ensure the administrative and operational side of every lending transaction is managed accurately, professionally and efficiently.

By taking ownership of application administration and progression, you enable the broker to focus on clients, lending strategy, deal structuring and business development.