Loan Processing & Client Liaison Specialist

D2B; Philippines; Remote; PHP 670,000 - 837,000; Full time

Benefits offered by this job

Growth pathway

Mentorship from senior staff

Remote full-time employment

Team culture with recognition

Job summary

D2b is seeking a skilled Loan Processing & Client Liaison Specialist based in the Philippines to manage loan lodgement, post-submission tracking, and client communications for an Australian mortgage broker. This remote, full-time role offers growth into credit analysis and para-broker support.

Ideal candidates have direct Australian lender submissions experience, strong English, and the ability to work aligned to Australian hours.

Qualifications

• Experience submitting home loans to multiple Australian lenders.
• Strong knowledge of lender criteria and serviceability.
• Excellent written and spoken English; professional client communication.
• Highly organised and reliable under time pressure.

Responsibilities

• Data entry into Infynity / Metanoia / Apply Online and manage electronic signing of forms.
• Submit completed loan applications to lenders and chase missing documents.
• Track active applications and monitor lender progress; respond to MIRs.
• Keep clients informed on status and next steps; liaise with conveyancers and settlements teams.
• Carry deals through to settlement and respond to post-settlement enquiries.
• Phase 2: support credit analysis, review documents and run serviceability calculations.

Skills

Home loan submissions

Lender criteria & serviceability

English communication

Organised & reliable

Broker software familiarity

Tools

Infynity

Metanoia

Apply Online

Job description

Loan Processing & Client Liaison Specialist

Company : D2b Job Type : Full Time Philippines

Job Description - Loan Processing & Client Liaison Specialist

Description

Position : Loan Processing & Client Liaison Specialist

Salary : ₱60,000 - ₱75,000/month

Working Hours & Conditions : Aligned with Australian hours; full-time - remote

OVERVIEW

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.

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
• 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