Mortgage Loan Processor – New Zealand

Tarino

Philippines

À distance

PHP 670 000 - 893 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Training and support provided
Long-term, stable role

Résumé du poste

Tarino - Offshore Recruitment is seeking a proactive Loan Processor for a fully remote role based in the Philippines, supporting a New Zealand mortgage broking firm. You will manage client records, loan files and day-to-day admin to enable brokers to focus on clients.

The ideal candidate has experience in loan processing or VA, excellent English and a stable work-from-home setup. You will work NZ business hours and contribute to a growing team with training and support.

Qualifications

  • Solid experience in loan processing, administration or virtual assistant roles.
  • Excellent written and spoken English.
  • Able to work in New Zealand business hours.
  • Stable work-from-home setup.

Responsabilités

  • Provide day-to-day administrative support across the business, including record keeping and data entry.
  • Set up new loan applications and keep client records up to date in the CRM.
  • Manage workflow tasks to keep files moving through stages and chase outstanding items.
  • Request and collect client documents, tracking what is outstanding and following up promptly.
  • Prepare, format and organize documents to support brokers and the processing team.
  • Coordinate appointments, reminders and follow-ups to meet deadlines.
  • Assist with compliance housekeeping to ensure files are complete and stored correctly.
  • Pull simple reports and pipeline summaries when needed.
  • Proactively surface tasks and ideas to keep processes moving.

Connaissances

Loan processing
Administrative support
Data entry
CRM software
English proficiency
Time management
Proactive attitude

Outils

CRM software
New Park aggregator

Description du poste

Full-time | Remote (Philippines) | New Zealand business hours

We are looking for a bright, proactive Loan Processor to join an established New Zealand mortgage broking firm, working fully remotely with a small, supportive team that invests in its people. This is a varied role at the center of the business, keeping client records accurate, loan files moving and the day-to-day admin running smoothly so the brokers and processing team can focus on looking after clients.

Above all, this is a role about attitude, someone who brings energy, initiative and a genuinely warm, can-do manner to everything they touch. The ideal person is organized and sharp on detail, but just as importantly upbeat, resourceful and quick to take the initiative without being asked.

Key Responsibilities
  • Provide day-to-day administrative support across the business, from record keeping and data entry through to ad hoc tasks as they arise.

  • Set up new loan applications and keep client records in the CRM clean, current and complete.

  • Manage workflow tasks so every file keeps moving through its stages, chasing outstanding items before they hold anything up.

  • Request and collect client documents and information, tracking what is outstanding and following up promptly and professionally.

  • Prepare, format and organize documents, forms and templates to support the brokers and loan processing team.

  • Coordinate appointments, reminders and follow-ups, keeping the team on top of commitments and deadlines.

  • Assist with basic compliance housekeeping, making sure files are complete, accurate and stored correctly.

  • Pull together simple reports and pipeline summaries when needed.

  • Proactively surface tasks, follow-ups and ideas the team may not have thought of bringing practical solutions rather than letting things stall.

What We Are Looking For
  • A great attitude above all: upbeat, proactive and genuinely personable, someone who takes initiative and brings energy to the team.

  • Solid experience in a loan processing, administration or virtual assistant role. Experience within mortgage broking or financial services is a strong plus, but capable all-round administrators from other industries are very welcome.

  • Confident working across CRMs and business systems, and quick to pick up new tools.

  • Familiarity with the New Park aggregator or a custom, in-house CRM is a bonus.

  • Fast, accurate data entry with excellent attention to detail.

  • Process driven, but with genuine initiative and problem-solving ability, comfortable resolving issues that fall outside the standard process.

  • Well organized, able to juggle competing priorities and follow through without being chased.

  • Excellent written and spoken English.

  • Demonstrated employment stability, with a preference for candidates who have remained with previous employers for approximately two years or more.

  • A genuine interest in establishing a long-term career within our business and growing alongside the team.

  • Stable work-from-home setup (reliable internet, laptop or desktop, quiet workspace) able to work in New Zealand business hours.

Requirements
  • Stable work-from-home setup (reliable internet, laptop/desktop, quiet workspace)

  • Proactive attitude, able to follow up clients, lenders, and third parties without being prompted

  • Able to work in New Zealand business hours

Benefits
  • Full-time, work-from-home

  • Long-term, stable role with a busy, growing broking business

  • Training and support provided

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