Loan Processor & Client Support Specialist

D2B; Philippines; A distancia; PHP 893.000 - 1.116.000; Jornada completa

Descripción de la vacante

D2B is seeking an experienced Loan Processor / Client Support Specialist to support an Australian mortgage broker from a remote Philippines-based role. You will manage end-to-end loan administration, keep documents organized, follow up on requirements, and ensure clients stay informed throughout the process.

You will collaborate with an established broker with over 25 years in finance, handling day-to-day loan processing, approvals, and settlement coordination.

Formación

• At least 2 years’ experience supporting an Australian mortgage broker.
• Organised, proactive and able to manage multiple loan files at different stages.
• Hands-on experience using Apply Online and mortgage processing or CRM systems.

Responsabilidades

• Prepare and complete loan application information in GEM.
• Submit applications through Apply Online.
• Manage loan files from submission through to settlement.
• Follow up with clients for outstanding documents and information.
• Provide friendly and proactive updates to clients throughout the loan process.
• Liaise with lenders to keep applications progressing.
• Review files to identify missing information or delays.
• Keep accurate notes, tasks and status updates in GEM / Sales Trek.
• Keep the broker updated on application progress.
• Escalate complex lending or compliance matters when required.

Conocimientos

Australian mortgage processing

Client communication

Organised

Proactive

Multi-tasking

Herramientas

GEM

JAM / Sales Trek

Apply Online

Descripción del empleo

Loan Processor & Client Support Specialist

Work Schedule: AU Business Hours

Salary: PHP 80,000 - PHP 100,000 per month

Location: Remote (Work from Home, Philippines)

Employment Type: Full-Time Remote Contractor

About the Role

We’re looking for an experienced Loan Processor / Client Support Specialist to join a well-established Australian mortgage broking business.

You’ll be supporting an experienced mortgage broker with more than 25 years in the finance industry, helping keep loan applications moving smoothly from the initial application right through to settlement.

This is a hands-on role where you’ll be an important part of the client experience. You’ll take ownership of the day-to‑day loan administration, keep documents and tasks organized, follow up on outstanding requirements, and make sure clients are kept informed along the way.

The broker will continue to handle lending advice, servicing calculations, recommendations, and key compliance responsibilities. Your focus will be on keeping the process organized, staying ahead of requirements, and making sure nothing gets missed or unnecessarily delayed.

Key Responsibilities

• Preparing and completing loan application information in GEM
• Submitting applications through Apply Online
• Managing loan files from submission through to settlement
• Following up with clients for outstanding documents and information
• Providing friendly and proactive updates to clients throughout the loan process
• Liaising with lenders to help keep applications progressing
• Reviewing files to identify missing information or potential delays
• Keeping accurate notes, tasks and status updates in JAM / Sales Trek
• Keeping the broker updated on application progress
• Escalating complex lending scenarios or compliance matters when required

What we’re looking for

You’ll ideally have at least 2 years’ experience supporting an Australian mortgage broker and be comfortable managing multiple active loan files at different stages of the process.

We’re looking for someone who is organised, proactive and confident communicating with Australian clients and lenders. You’ll need a good understanding of Australian home loan processes, lender requirements and loan documentation, along with hands‑on experience using Apply Online and mortgage processing or CRM systems.

Experience with GEM, JAM / Sales Trek, or another Australian aggregator environment would be highly regarded.