Remote Australian Mortgage Loan Processor & Client Liaison

D2B; United States; Remote; USD 11,000 - 13,000; Full time

Job summary

D2B is seeking a Loan Processing & Client Liaison Specialist for a remote, full-time position based in the Philippines. You will manage loan lodgement and post-submission activities within an Australian mortgage broker environment.

As you grow, you will take on credit analysis support and liaise with lenders, conveyancers, and clients to keep deals moving toward settlement. The role offers mentorship, stability, and an opportunity to build end-to-end deal flow expertise.

Qualifications

• Demonstrated experience in home loan submissions to multiple Australian lenders
• Strong working knowledge of lender criteria, serviceability, and the end-to-end loan process
• Prior experience inside an Australian mortgage broker or aggregator environment
• Proficiency in Infynity, Metanoia, Apply Online, or equivalent broker software
• Excellent written and spoken English — warm, professional, and client-ready
• Highly organised, self-directed, and reliable under time pressure

Responsibilities

• Data entry into Infynity / Metanoia and Apply Online
• Prepare and manage electronic signing of all application forms
• Submit completed loan applications to lenders
• Chase clients for outstanding documents and ensure application completeness
• Track all active applications and proactively monitor lender progress
• Respond to MIRs (Missing Information Requests) — collect, compile, and submit to lenders
• Keep clients informed throughout — application status, lender feedback, next steps
• Liaise with conveyancers/solicitors and lenders’ settlements teams
• Carry deals through to settlement
• Deal with Post-Settlement Enquiries
• Handle inbound client enquiries professionally, with clear and warm English
• Keep client interaction alive with timely outbound follow-ups
• Support the director with callbacks to existing and prospective clients
• Phase 2 – Expanded Responsibilities (Credit Support):
• As you develop confidence in the role, you will take on credit analysis support to help our para-broker focus on scenario-building and BDM conversations
• Review and relabel client documents (payslips, tax returns, statements, liabilities)
• Identify gaps, inconsistencies, or red flags before submission
• Add relevant client data into the Fact-Find
• Run serviceability calculations independently
• Support the para-broker in producing faster, higher-volume outcomes

Skills

Loan processing

English communication

Organization

Time management

Tools

Infynity

Metanoia

Apply Online

Job description

D2B is seeking a Loan Processing & Client Liaison Specialist for a remote, full-time position based in the Philippines. You will manage loan lodgement and post-submission activities within an Australian mortgage broker environment.

As you grow, you will take on credit analysis support and liaise with lenders, conveyancers, and clients to keep deals moving toward settlement. The role offers mentorship, stability, and an opportunity to build end-to-end deal flow expertise.