Australian Loan Processor -151

D2B; United States; Remote; USD 48,000 - 70,000; Full time

Job summary

D2B is seeking a Loan Processor to join a remote-first team providing end-to-end loan processing for Australian mortgage clients. You will manage applications, gather required documents, and liaise with clients and lenders to keep submissions on track.

The role emphasizes strong document control, communication, and adherence to compliance standards while supporting credit analysts and brokers in a fast-paced environment.

Qualifications

• Minimum 1-2 years loan processing experience using Connective and Mercury Nexus.
• Additional 1-2 years experience in the Australian mortgage or lending industry.

Responsibilities

• Manage loan applications through various stages of the process.
• Assist with preparing and lodging applications via Connective and Mercury Nexus.
• Ensure all files are complete, accurate, and ready for submission.
• Maintain clean and organised file structures.
• Request and follow up on required documents from clients.
• Communicate with clients via email to request documents and provide updates.
• Assist credit analysts with document collection and file preparation.

Skills

Loan processing

Document organization

Client communication

Time management

Tools

Connective

Mercury Nexus

Job description

Position: Loan Processor

Salary: PHP 70,000 - 90,000/mo

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

ABOUT THE COMPANY:

The client is a premier Australian mortgage brokerage with a strong operational presence in Queensland and Victoria, serving clients nationwide. Founded on over two decades of industry expertise, the firm specializes in a comprehensive suite of financial services, including residential home loans, investment lending, refinancing, and first-home buyer guidance. Positioned as a high-level professional resource similar to a solicitor or financial planner, the company is dedicated to making the lending market straightforward and accessible. By leveraging a broad network of lenders and prioritizing transparency, they focus on delivering tailored outcomes that provide clients with long-term financial peace of mind.

OVERVIEW:

As a Loan Processor, you will play a critical role in bridging the gap between client aspirations and successful loan settlements. You will act as a high-level professional resource, ensuring that every application is handled with the same precision and care as a legal or financial planning firm. This is an opportunity to join a high-growth, remote-first team that values transparency, industry expertise, and a "client-first" mentality.

RESPONSIBILITIES:

Loan Processing & File Management:

• Manage loan applications through various stages of the process
• Assist with preparing and lodging applications via:
  • Connective
  • Mercury Nexus
• Ensure all files are complete, accurate, and ready for submission
• Maintain clean and organised file structures

Document Collection & Organisation:

• Request and follow up on required documents from clients
• Understand which documents are required for different lenders
• Ensure all documents are correctly named and stored consistently
• Identify missing or incorrect documents before submission

Task Management & Prioritisation:

• Manage multiple files and tasks simultaneously
• Prioritise urgent files vs non-urgent files effectively
• Follow structured workflows while also adapting to ad hoc requests
• Ensure no tasks or follow-ups are missed

Client & Lender Communication:

• Communicate with clients via email to request documents and provide updates
• Follow up outstanding items in a professional and friendly manner
• Assist in following up lenders for application updates

Support to Credit Analysts:

• Assist credit analysts with:
  • Document collection
  • Lender follow-ups
  • File preparation
• Help maintain workflow efficiency across the team

Additional Responsibilities:

• Conduct yearly client reviews
• Order and review property valuations using CoreLogic RP Data
• Assist with general admin and ad hoc tasks as required
• Follow internal processes while also applying initiative when need

Essential Experience:

• Minimum 1-2 years loan processing experience using:
  • Connective
  • Mercury Nexus
• Additional 1-2 years experience in the Australian mortgage or lending industry
  (broker, lender, or bank experience)

Technical Skills:

• Strong understanding of:
  • Loan application process
  • Required documents for mortgage applications
  • File structuring and document naming
• Ability to follow and execute processes accurately
• Strong organisational and task management skills

Work Style & Expectations:

• Ability to work both:
  • Task-driven (structured workflows)
  • Ad hoc (responsive to urgent instructions)
• Strong ability to prioritise workload effectively
• Able to create personal systems/processes to ensure tasks are not missed

Communication Skills:

• Excellent written English (clear, professional emails)
• Strong communication when following up clients and lenders
• Friendly, positive, and approachable tone

Personal Attributes:

• High attention to detail (critical for compliance and accuracy)
• Proactive and reliable
• Friendly, bubbly, and enthusiastic personality
• Strong work ethic and willingness to help the team
• Takes pride in presentation and professionalism

What Success Looks Like:

• Files are well-organised and submission-ready
• Minimal missing documents or errors
• Fast and consistent follow-ups with clients and lenders
• Strong support to brokers and credit analysts
• High compliance standards maintained
• Ability to handle both structured tasks and urgent requests seamlessly