Loan Processor

Makati City - Philippines

Monthly Salary: PHP 28000 - 32000

Experience Required: 1-3years

Posted on: 16 hours ago

Vacancies: 1 Vacancy

Job Summary

This is a remote position.

Loan Processor
Work Setup: Full-time Work-from-Home
Salary Range: PHPper month
Schedule: Follows New Zealand Time Zone

About the Role
Were hiring a Loan Processor with 12 years of experience in mortgage broking or loan processing for Australian or New Zealand clients. This is an entry-level role suited for someone whos detail-oriented eager to learn and comfortable supporting the full loan-processing workflow.

Youll assist the broker across document collection checking client information preparing files for lender submission following up on applications and communicating with clients. Were not looking for a senior profilejust someone with initiative good communication skills and a strong willingness to grow.

Key Responsibilities

Loan Processing Support

Request required documents using system-generated checklists
Check files for accuracy completeness and alignment with the client fact find
Follow up with clients for missing or updated documents
Prepare lender-ready submission files
Enter and maintain client data in the CRM (Active Campaign)
Save documents and maintain naming conventions consistently

Lender Follow-Up

Submit applications using standard templates and instructions
Record clear updates and diary notes in the CRM
Follow up with lenders on outstanding items
Track progress from submission to settlement

Client Communication

Communicate professionally via phone email and CRM channels
Answer basic queries about documentation and process steps
Keep clients updated throughout the application process

Pipeline & Admin Tasks

Manage CRM tasks and pipeline stages daily
Assist with annual reviews re-fixes and simple retention tasks
Prepare basic reports (e.g. RPNZ property lookups)
Support general administrative tasks like inbox management file uploads and appointment preparation

Applications & Tools Used

Active Campaign
MS Office (Outlook Word Excel)
PDF Editor
Teams / Zoom
OneDrive
Get Trail
RPNZ (basic lookups)

Requirements

Skills & Experience Required

12 years of experience in Australian or New Zealand mortgage broking or loan processing
Good written and verbal communication skills
Strong attention to detail
Ability to learn new systems quickly
Basic skills in Word and Excel
Able to follow established processes and checklists
Willing to ask questions take feedback and improve

Personal Attributes

Motivated and enthusiastic
Honest reliable and accountable
Friendly and customer-focused
Strong time management skills
Positive attitude and solid work ethic
Able to work independently once trained

Benefits

Salary range: PHPper month

Full-time work-from-home setup with company-provided computer equipment

HMO coverage upon regularization

Additional leave credits upon regularization

Government-mandated benefits (SSS PhilHealth Pag-IBIG)

Required Skills:

12 years of experience in Australian or New Zealand mortgage broking or loan processing Good written and verbal communication skills Strong attention to detail Ability to learn new systems quickly Basic skills in Word and Excel Able to follow established processes and checklists Willing to ask questions take feedback and improve

Required Education:

12 years of experience in Australian or New Zealand mortgage broking or loan processingGood written and verbal communication skillsStrong attention to detailAbility to learn new systems quicklyBasic skills in Word and ExcelAble to follow established processes and checklistsWilling to ask questions take feedback and improve

This is a remote position.Loan Processor Work Setup: Full-time Work-from-Home Salary Range: PHPper month Schedule: Follows New Zealand Time ZoneAbout the Role Were hiring a Loan Processor with 12 years of experience in mortgage broking or loan processing for Australian or New Zealand clients. Thi...