Pear Tree.Pear Tree.

Australian Loan Processor -151

Added 10 days ago

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