Mortgage Loan Processing Specialist

Tavor Perry; San Carlos; On-site; PHP 300,000 - 600,000; Full time

Job summary

Tavor Perry is seeking a Mortgage Loan Processing Specialist in the Philippines to manage files from handover to lodgement. You will research lender options, run servicing calculations, and prepare loan recommendations for brokers and clients.

The role requires 1–2 years in loan processing or mortgage support, meticulous data handling, and clear written English communications. You will liaise via CRM to keep applications moving and maintain organized digital files.

Qualifications

• Minimum 1–2 years in loan processing or mortgage brokerage support.
• Understanding of end-to-end loan process, including document collection, assessment, and submission.
• Experience running servicing calculations and comparing lender products.
• Ability to prepare written loan summaries and recommendations.
• Proficient CRM data entry and quick learner of new platforms.
• Excellent written English for client communications.
• Strong attention to detail with financial documents.

Responsibilities

• Review new client files and scenario summaries from the broker.
• Research and compare lender products to identify suitable loan options.
• Run servicing and serviceability calculations across shortlisted lenders.
• Prepare loan option summaries and broker-ready recommendations.
• Enter data accurately and lodge loan applications in the CRM.
• Collect documents from clients and keep the broker copied on emails.
• Follow up on outstanding documents to keep applications moving.
• Support credit assessment and valuation requirements through to submission.
• Maintain organized digital client files and records.
• Suggest process improvements to workflows.

Skills

Loan processing

End-to-end process

Servicing calculations

Written English

CRM data entry

Attention to detail

Self-starting

Communication skills

Tools

CRM systems

Lending calculators

Job description

Job Summary:

A mortgage file moves fastest when someone owns it from handover to lodgement, and a detail-oriented Mortgage Loan Processing Specialist will be that someone for our growing mortgage broking business. You will take client scenarios from initial 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, initiative 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 provided by the broker
• Research and compare lender products to identify the most suitable loan options for each client situation
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders
• Prepare clear written 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
• Collect required documents from clients via email, keeping the broker copied on all correspondence
• Chase outstanding documents and information to keep applications moving forward
• Support credit assessment and valuation requirements through to submission
• Maintain organized, up-to-date digital client files and application records
• Contribute ideas and suggest improvements to existing processes and workflows

Mandatory Skills:

• Minimum 1-2 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 learn 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 waiting for step-by-step instructions
• Methodical in your work, quick to follow through, and comfortable running your own day
• 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 once
• Comfort suggesting better ways of doing things and improving existing workflows

Why Join Us:

Join 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.