Mortgage Loan Processor - Client-Focused & Efficient

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

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.