Loan Processor (InFynity/ Finsure)

D2B; Manila; Remote; PHP 360,000 - 540,000; Part time

Benefits offered by this job

100% Work From Home

Independent Contractor Arrangement

Professional Autonomy

Australian Business Exposure

Tax Efficiency and Competitive Fee

Job summary

D2B seeks a Loan Processor to manage mortgage applications, from onboarding to settlement, while maintaining accurate client records in InFynity (Finsure).

This admin/coordination role keeps credit assessment and lending recommendations with the broker, while you follow up with clients and lenders, ensuring milestones are met and documents are complete, with high attention to detail.

Qualifications

• Experience processing mortgage or finance applications.
• Strong administrative coordination and document-management skills.
• Experience using InFynity (Finsure) or confidence learning it quickly.
• High attention to detail and accuracy with financial/personal documents.
• Strong organization and ability to track multiple applications and deadlines.
• Professional written and spoken English.
• Confidence following up with clients and lenders.
• Ability to work independently, keep the broker informed and escalate issues promptly.
• Good judgement handling confidential client information.

Responsibilities

• Process mortgage applications from onboarding through settlement.
• Collect, organize and check client documents against requirements.
• Follow up missing or outdated information (income, identity, assets, liabilities).
• Prepare complete, clearly organized files for broker review.
• Assist with data entry and lender submission preparation.
• Track application progress, conditions and key dates.
• Maintain accurate client records in InFynity (Finsure) and document management.
• Coordinate with lenders and clients to obtain required information.

Skills

Mortgage processing

Administrative coordination

InFynity (Finsure) familiarity

Attention to detail

Organization

Professional English

Follow-up with clients and lenders

Independence

Confidentiality

Tools

InFynity (Finsure) CRM

Email & digital document-management tools

Spreadsheets & task trackers

Workflow documentation

Job description

The Loan Processor will help manage loan applications from initial document collection through to submission, approval and settlement. They will maintain accurate client and application records in InFynity (Finsure), follow up outstanding information and keep application milestones moving.

This is an administrative and coordination role. Credit assessment, loan structuring and lending recommendations remain with the broker.

Loan Application Processing

• Support the administration of loan applications from onboarding through to settlement.
• Collect, organise and check client documents against application requirements.
• Follow up missing or outdated information, such as income, identity, asset and liability documents.
• Prepare complete, clearly organised application files for the broker's review.
• Assist with application data entry and preparation for lender submission.
• Track application progress, outstanding conditions and key dates.

InFynity (Finsure) CRM & File Management

• Use InFynity (Finsure) as the primary CRM to maintain accurate client, contact and application records.
• Update application stages, notes, tasks and follow-up dates.
• Keep digital client files organised and ensure supporting documents are saved appropriately.
• Help establish consistent CRM and file-management processes as the business develops its systems.
• Identify missing information or record discrepancies and raise them promptly.

Lender & Stakeholder Coordination

• Follow up with lenders regarding application status, outstanding requirements and next steps.
• Coordinate supporting information and documents with clients and relevant parties, as directed by the broker.
• Monitor lender conditions and ensure requests are followed up within required timeframes.
• Keep the broker informed of application progress, delays and potential issues.
• Provide clients with administrative updates using approved instructions and messaging.

Approvals, Settlement & Follow-Up

• Track applications through approval, documentation and settlement milestones.
• Follow up outstanding lender conditions and settlement requirements.
• Confirm that relevant documents and records are complete before closing out a file.
• Assist with post-settlement administration and any required client follow-up.
• Maintain clear records of actions taken and communications.

Requirements

Tools & Systems

• InFynity (Finsure) CRM - essential
• Email and digital document-management tools
• Spreadsheets and task trackers, as required
• Ability to learn and help document new workflows as additional systems are introduced

Key Requirements

• Experience processing mortgage or finance applications.
• Strong administrative coordination and document-management skills.
• Experience using InFynity (Finsure) or confidence learning it quickly.
• High attention to detail and accuracy when handling financial and personal documents.
• Strong organisation and ability to track multiple applications and deadlines.
• Professional written and spoken English.
• Confidence following up with clients and lenders.
• Ability to work independently, keep the broker informed and elevate issues promptly.
• Good judgement when handling confidential client information.

Highly Desirable

• Experience supporting an Australian mortgage broker or finance business.
• Familiarity with home loan, refinance, construction, commercial or asset finance applications.
• Experience managing application conditions through to settlement.
• Go High Level experience (for future lead generation management)

Benefits

• 100% Work From Home - no daily commute, office attendance or relocation.
• Independent Contractor Arrangement - an opportunity to work independently under a service engagement rather than traditional employment.
• Professional Autonomy - candidates provide their own home-office setup and manage their working environment.
• Australian Business Exposure - direct experience supporting an Australian mortgage and finance broker.
• Potential Tax Efficiency and Competitive Professional Fee