AU Mortgage Loan Processor – Virtual Assistant

Zohorecruit; Polska; Hybrid; PLN 28,000 - 49,000; Full time

Benefits offered by this job

Work from home

Comprehensive training on AU broking

Career growth opportunities

Paid leave

Job summary

AU Mortgage Loan Processor – Virtual Assistant is a remote position based in the Philippines supporting an Australian mortgage broking team. You will process home loan and refinancing applications from start to settlement, gather documents, and liaise with lenders and clients to keep everything on track.

The role requires 1–2 years in loan processing or related finance work, a Bachelor's degree in Finance or related field, strong English communication, and proficiency with Microsoft Office and

Qualifications

• Bachelor's degree in Finance, Banking, Business Administration, Accountancy, or related field.
• 1–2 years in loan processing or related finance role.
• Strong understanding of loan documentation requirements and financial statement analysis.
• Excellent English communication with clients and lenders.

Responsibilities

• Collect, review, and organise loan application documents.
• Conduct initial borrower financial assessment and basic serviceability checks.
• Prepare and submit loan applications through lender portals.
• Track loan progress from submission to settlement.
• Liaise with lenders, valuers, conveyancers, and agents to follow up on conditions.
• Maintain CRM records and prepare compliance documents.

Skills

Loan processing

English communication

Finance knowledge

Time management

Attention to detail

Microsoft Office

CRM familiarity

Remote work

Education

Bachelor's degree in Finance/Banking/Business Admin

Tools

MyCRM

Salestrekker

Broker Engine

Connective Mercury

ApplyOnline

NextGen

Simpology

Job description

AU Mortgage Loan Processor – Virtual Assistant

AU Mortgage Loan Processor – Virtual Assistant

About the role

We are looking for a highly organised and process-driven Mortgage Loan Processor to support our Australian mortgage broking team as a Virtual Assistant based in the Philippines. In this role, you will assist mortgage brokers in processing home loan and refinancing applications from start to settlement — gathering documents, conducting serviceability checks, lodging applications through lender portals, and tracking loan progress. This is a great opportunity for finance or banking professionals who want to build a career in the thriving Australian lending industry from home.

Note: This is a loan processing and administrative support role. You will work under the supervision of a licensed Australian mortgage broker. You are not required to hold an Australian Credit Licence (ACL) or provide financial advice to clients.

What you will do

• Collect, review, and organise loan application documents — payslips, bank statements, tax returns, identification, and property details
• Conduct initial assessment of borrower financials including income verification, expense analysis, and basic serviceability checks
• Prepare loan application packages and submit them through lender platforms (e.g., ApplyOnline, NextGen, Simpology, or lender portals)
• Track loan applications through each stage — from submission to conditional approval, unconditional approval, and settlement
• Liaise with lenders, valuers, conveyancers, and real estate agents to follow up on outstanding conditions and settlement requirements
• Communicate with clients via email to request missing documents and provide loan status updates
• Maintain accurate and up-to-date records in CRM systems such as MyCRM, Salestrekker, Broker Engine, or similar
• Prepare broker compliance documents, file notes, and ensure loan files meet Australian lending and NCCP Act requirements
• Assist the broker in preparing comparison worksheets and loan scenarios for client presentations
• Support post-settlement tasks including discharge requests, loan variations, and fixed-rate rollovers

Bachelor's degree in Finance, Banking, Business Administration, Accountancy, or a related field

At least 1–2 years of experience in loan processing, banking operations, credit analysis, or a related finance role

Strong understanding of loan documentation requirements and financial statement analysis

Excellent English communication skills — confident in written correspondence with clients and lenders

Highly organised with the ability to manage multiple loan files simultaneously and meet deadlines

Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new software platforms

Reliable internet connection and a dedicated, distraction-free home workspace

Nice to have

• Prior experience supporting an Australian mortgage broker or lending team
• Familiarity with AU lending platforms such as ApplyOnline / NextGen, Simpology, or lender-specific portals
• Knowledge of Australian lending policies, LVR (loan-to-value ratio), LMI (lenders mortgage insurance), and NCCP Act compliance
• Experience with mortgage broker CRMs — MyCRM, Salestrekker, Broker Engine, or Connective Mercury
• Understanding of Australian property types, title searches, and conveyancing process
• Certificate IV in Finance and Mortgage Broking (AU) — not required but highly regarded
• Experience using tools like Google Workspace, Slack, Trello, or Asana for remote team collaboration

What we offer

• Competitive salary in Philippine pesos — based on your experience and AU lending knowledge
• 100% work from home — no commute, stable and long-term engagement
• Full training on Australian mortgage broking workflows, lender policies, and compliance requirements
• Exposure to the Australian property and lending market — a high-value, in-demand skill set
• Paid leave and observance of Philippine public holidays
• Supportive team environment with a direct line to an experienced Australian mortgage broker
• Career growth opportunities into senior processor or broker support roles