Loan Processor

YBR Mortgages Philippines Inc; Manila; On-site; PHP 2,709,000 - 4,063,000; Full time

Benefits offered by this job

A fun and flexible work environment.

An attractive compensation package.

Job summary

Yellow Brick Road is seeking an experienced Loan Processor to join our lending team in Australia. You will handle loan processing and packaging, communicate with clients, lenders and legal professionals, and manage the approval process from lodgement to settlement.

The ideal candidate has at least 2 years of loan packaging experience, proficiency with Salestrekker or similar CRMs, and a customer‑focused, proactive mindset.

Qualifications

• Minimum of 2 years loan packaging & processing experience.
• Experience with Salestrekker and/or similar CRMs.
• Ability to review and interpret client financial documents.
• Ability to manage a high-volume workload & work well in stressful situations.
• Ability to prioritise and think proactively.
• Provide a high standard of customer service.
• Strong communication skills (written & verbal).
• Ability to work autonomously and as part of a team.

Responsibilities

• Assisting with analysis and breakdown of client financials, living expenses, assets and liabilities.
• Assisting brokers to complete servicing calculations via Quikli.
• Reviewing and analysing lender policies.
• Preparing compliance documentation for proposed loans.
• Lodging new applications with lenders and following up through to approval & settlement.
• Liaising with clients, lenders, real estate agents and legal professionals;
• Organising valuations and pricing approvals with lenders.
• Working with clients, solicitors and lenders to ensure settlement is booked.
• Ensuring all settled files are compliant and filed appropriately.
• Assisting brokers with managing CRM post settlement tasks; such as customer reviews, fixed and interest only expiry dates, pricing and annual client reviews.
• Drafting and managing internal and external communications;
• Data entry and CRM management - Experience with Salestrekker 2.0 , Apply Online and Simpology preferred.
• Preparing compliance documentation for proposed loans where rquired.
• Prioritising and diarising all stages of the process for the team, respective brokers and other stakeholders.

Skills

Loan packaging

Financial documents

High-volume work

Customer service

Communication

Autonomous work

Tools

Salestrekker

Apply Online

Simpology

Job description

About Yellow Brick Road

Yellow Brick Road helps Australians on the road to their hopes and dreams. We offer competitive rates, an all-encompassing portfolio of mortgage broking services and a network of trusted home loan experts all over Australia.

Our mortgage brokers understand their local community. They understand the hopes and dreams of the people who live in their patch, and how to achieve them.

We are looking for people to be part of the next phase of Yellow Brick Road’s journey and drive success in a multi trillion dollar market.

About the Role

Are you an experienced financial services or lending professional, well versed in loan packaging and processing?

Are you excited by the opportunity to help hard working Australians finance their home purchases?

Our financial services company is seeking experienced lending professionals to join our team.

The Loan Processor will be responsible for loan processing & packaging, communicating with clients, lenders & legal professionals and generally managing the approval process from lodgement to settlement.

The ideal applicant will be an autonomous and innovative thinker. They will also be customer service orientated, always putting the customer’s needs first. They will be characterised by their drive, efficiency and organisation. Finally, the ideal applicant will have an unrelenting work ethic and desire to overcome challenges in any form.

Your attitude will be to help our customers understand why something is important and worth doing. You have an outcomes driven mindset and don’t settle for “good enough”, you aim for excellence!

Like us, you’re a finance nerd and you give a damn about the problems we’re solving and work across the business to solve them, whilst also having fun along the way.

Key Responsibilities

• Assisting with analysis and breakdown of client financials, living expenses, assets and liabilities.

• Assisting brokers to complete servicing calculations via Quikli.

• Reviewing and analysing lender policies.

• Preparing compliance documentation for proposed loans.

• Lodging new applications with lenders and following up through to approval & settlement.

• Liaising with clients, lenders, real estate agents and legal professionals;

• Organising valuations and pricing approvals with lenders.

• Working with clients, solicitors and lenders to ensure settlement is booked.

• Ensuring all settled files are compliant and filed appropriately.

• Assisting brokers with managing CRM post settlement tasks; such as customer reviews, fixed and interest only expiry dates, pricing and annual client reviews.

• Drafting and managing internal and external communications;

• Data entry and CRM management - Experience with Salestrekker 2.0 , Apply Online and Simpology preferred.

• Preparing compliance documentation for proposed loans where rquired.

• Prioritising and diarising all stages of the process for the team, respective brokers and other stakeholders.

Skills & Experience

• Minimum of 2 years loan packaging & processing experience;

• Experience with Salestrekker and/or similar CRMs;

• Ability to review and interpret client financial documents;

• Ability to manage a high-volume workload & work well in stressful situations;

• Ability to prioritise and think proactively;

• Provide a high standard of customer service;

• Strong communication skills (written & verbal); and

• Ability to work autonomously and as part of a team.

In return Yellow Brick Road is Offering

• A fun and flexible work environment.

• An attractive compensation package.

Additional Information

Yellow Brick Road is an equal opportunity employer committed to creating a diverse environment. All qualified applicants will receive consideration without bias or prejudice.

Learn more about Yellow Brick Road and visit our websitehttps://ybr.com.au