Loan Processing & Client Liaison Specialist (Australian Mortgage)

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

Benefits offered by this job

Growth pathway

Mentorship

Remote employment

Team culture

Long-term opportunity

Job summary

D2B, a growing Australian mortgage broker, is hiring a Loan Processing & Client Liaison Specialist based in the Philippines. You will own loan lodgement and post-submission activities, then progressively take on credit analysis support to help the para-broker and the director.

This is a genuine career-building remote role for someone with practical Aussie loan experience. We require direct Australian broker experience, strong English, and excellent organisation.

Qualifications

• Demonstrated experience in home loan submissions to multiple Australian lenders.
• Strong working knowledge of lender criteria, serviceability, and 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.

Responsibilities

• Phase 1 – Core Responsibilities (Loan Processing): Data entry into Infynity / Metanoia and Apply Online; Prepare and manage electronic signing; Submit completed loan applications to lenders; Chase clients for documents and ensure application completeness.
• Post-Submission & Progress Monitoring: Track active applications and monitor lender progress; Respond to MIRs; Keep clients informed; Liaise with conveyancers/solicitors and lenders' settlements teams; Carry deals through to settlement; Handle Post-Settlement Enquiries.
• Phase 2 – Expanded Responsibilities (Credit Support): As you develop, take on credit analysis support; Review and relabel client documents; Identify gaps or red flags; Add data into the Fact-Find; Run serviceability calculations; Support para-broker in faster, higher-volume outcomes.

Skills

Loan processing

Client communication

Time management

English proficiency

Self-directed

Australian mortgage

Tools

Infynity

Metanoia

Apply Online

Job 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