Loan Processor (Australian Mortgage, Mercury)

D2B; Philippines; Vor Ort; PHP 731.000 - 779.000; Vollzeit

Zusammenfassung

D2b is hiring a Loan Processor to support end-to-end loan processing for Australian mortgage clients. The role involves managing document collection, data entry in CRM/AOL and lender platforms, and coordinating with brokers to ensure timely settlements.

The position requires 2+ years of loan processing and virtual assistant experience, with proficiency in Mercury, AOL, CRM, and Microsoft 365. Melbourne-hours work aligns with Australian time zones.

Qualifikationen

• Minimum 2+ years' experience as a virtual assistant and loan processor.
• Experience with Mercury and AOL systems.
• Proficient with CRM, cloud storage, and productivity tools (MS 365, Google Workspace).
• Strong mortgage broking knowledge and excellent written/verbal communication.
• High attention to detail and ability to manage multiple deadlines.

Aufgaben

• Collect, organise, and verify client documents.
• Enter and update client data in CRM, AOL, and lender platforms.
• Prepare application files for broker review.
• Track application progress and liaise with lenders.
• Manage settlement timelines and filing/compliance docs.
• Support broker and clients with onboarding and post-settlement activities.
• Collaborate to improve workflow and client experience.

Kenntnisse

Loan processing

Virtual assistant

Communication skills

Tools

Mercury

AOL

CRM systems

Microsoft 365

Google Workspace

Jobbeschreibung

Loan Processor (Australian Mortgage, Mercury)

Company : D2b Job Type : Full Time Philippines

Salary : ₱1,500 - 1,600 monthly

Job Description - Loan Processor (Australian Mortgage, Mercury)

Description

Position: Loan Processor

Salary: 1,500 to 1,600 AUD /month (depending on skills and years experience)

Working Hours & Conditions: Mondays to Fridays; 9am-5pm Melbourne, Australia time

Holidays: Australian Holidays

OVERVIEW

We are seeking an experienced Loan Processor to support the broker with end-to-end loan processing and administrative support. This role is primarily responsible for managing loan applications from document collection through to settlement, ensuring accuracy, compliance, and timely progress across multiple lender platforms. The Loan Processor will also provide ongoing support to clients and the broker, helping deliver a high-quality client experience while maintaining strong organisation and workflow management.

RESPONSIBILITIES

Loan Processing & Administration (Primary role)

• Collect, organise, and verify client documents (ID, income, liabilities, etc.).
• Enter and update client data in CRM, AOL and lender platforms.
• Prepare application files for broker review prior to submission.
• Track application progress and liaise with lenders for status updates.
• Manage upcoming settlement to meet deadlines.
• Maintain accurate digital filing and compliance documentation.
• Be across the industry compliance obligations and changes

Client & Broker Support

• Support the broker with managing inbound enquiries and maintain the broker’s calendar.
• Prepare client onboarding documents, fact‑find forms, and follow‑up communications.
• Provide timely updates to clients, lenders, and referral partners.
• Assist with post‑settlement follow‑ups and client retention activities (rate reviews).
• Collaborate with broker to develop workflow and client experience journey (first three months)

Requirements

Must Haves

• Previous experience (minimum 2+ years) as a virtual assistant and loan processor.
• Previous experience with Mercury and AOL systems
• Proficiency with CRM systems, cloud storage, and productivity tools (e.g., Microsoft 365, Google Workspace).
• Strong understanding of mortgage broking processes and lender requirements.
• Excellent written and verbal communication skills.
• High attention to detail and strong organisational ability.
• Ability to manage multiple tasks and deadlines independently.

Personal Attributes

• Proactive and solutions‑focused.
• Reliable, trustworthy, and able to handle confidential information.
• Calm under pressure with a client‑first mindset.
• Strong initiative and willingness to learn.
• Professional, friendly, and aligned with the broker’s service values.