Loan Processing VA

VA Masters; Himamaylan; On-site; PHP 279,000 - 502,000; Full time

Job summary

vamasters, Inc. in the Philippines seeks a Mortgage Loan Processing Specialist to manage client scenarios from handover through loan submission, research lender options, run servicing calculations, and prepare loan recommendation summaries.

The ideal candidate has 1–2 years in loan processing or lending operations, strong written English, meticulous data entry, and the initiative to own a file from start to finish with minimal supervision.

Qualifications

• 1–2 years of loan processing, mortgage brokerage support, or lending operations.
• Solid understanding of the loan process end to end: document collection, credit assessment, valuations, and submission.
• Experience running servicing calculations and comparing lender products.
• Ability to prepare written loan summaries and recommendations.
• Confident CRM and system data entry, able to learn new platforms quickly.
• Excellent written English for professional client-facing emails.
• High attention to detail and accuracy with financial documents.

Responsibilities

• Review new client files, documents, and scenario summaries from the broker.
• Research and compare lender products to find best-fitting loan options.
• Run servicing and serviceability calculations across shortlisted lenders.
• Write loan option summaries and recommendations for broker review.
• Enter data accurately and lodge loan applications in the CRM.
• Gather required documents from clients by email, with broker copied.
• Chase outstanding documents to keep applications moving.
• Support credit assessment and valuation requirements through submission.
• Keep digital client files organized and current.
• Suggest improvements to processes and workflows.

Skills

Loan processing

CRM data entry

Written English

Attention to detail

Self-starter

Communication skills

Tools

CRM platforms

Job description

Job Summary:

Behind every smooth mortgage settlement is a processor who never loses track of a document, and a detail-oriented Mortgage Loan Processing Specialist will be that person for a growing mortgage broking business. You will take client scenarios from the first file handover through to loan submission, researching lender options, running servicing calculations, preparing loan recommendation summaries, and managing document collection. Hands-on lending or loan processing experience, the initiative to move without waiting for instructions, and clear written communication with clients and lenders make for the ideal candidate.

Key Responsibilities:

• Review new client files, supporting documents, and scenario summaries sent by the broker
• Research and compare lender products to find the best-fitting loan options for each client's situation
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders
• Write clear loan option summaries and recommendations for broker review before they reach the client
• Complete accurate data entry and lodge loan applications in the CRM system
• Gather required documents from clients by email, keeping the broker copied on all correspondence
• Chase outstanding documents and information to keep applications moving
• Support credit assessment and valuation requirements through to submission
• Keep digital client files and application records organized and current
• Offer ideas and suggest improvements to existing processes and workflows

Mandatory Skills:

• At least 1 to 2 years of experience in loan processing, mortgage brokerage support, or lending operations
• Solid understanding of the loan process end to end: document collection, credit assessment, valuations, and submission
• Experience running servicing calculations and comparing lender products
• Ability to prepare written loan summaries and recommendations
• Confident CRM and system data entry, with a strong ability to pick up new platforms quickly
• Excellent written English for professional client-facing email communication
• High attention to detail and accuracy when handling financial documents and figures
• Proactive and self-starting, able to take a file and run with it without step-by-step instructions
• Thorough in your checks, dependable in your follow-up, and comfortable owning your own workload
• Strong communication skills

Preferred Skills:

• Experience supporting Australian mortgage brokers or familiarity with Australian lenders and lending policy
• Background in banking, financial services, or credit
• Familiarity with broker CRM platforms and lender servicing calculators
• Experience handling several active loan files at the same time
• Comfort suggesting better ways of working and improving existing workflows

Why Join Us:

Become part of a small, close-knit team where your work has a direct and visible impact on the business. You will work alongside an experienced finance professional who values initiative, shares knowledge openly, and welcomes new ideas from everyone on the team. There is real room to grow here, with the role expanding as the business does.