Loan Processor (Australian Mortgage, Mercury)
New
D
D2BMortgage Broking
Manila, Metro Manila, Philippines, 9am-5pm Melbourne, Australia timeFull-TimeJunior
Salary1,500 - 1,600 AUD per month
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Job Details
- Experience
- Minimum 2+ years
- Required Skills
- Google Workspace
Requirements
- Previous experience (minimum 2+ years) as a virtual assistant and loan processor
- Previous experience with Mercury and AOL systems
- Proficiency with CRM systems, cloud storage, and productivity tools (e.g., Microsoft 365, Google Workspace)
- Strong understanding of mortgage broking processes and lender requirements
- Excellent written and verbal communication skills
- High attention to detail and strong organisational ability
- Ability to manage multiple tasks and deadlines independently
- Proactive and solutions‑focused
- Reliable, trustworthy, and able to handle confidential information
- Calm under pressure with a client‑first mindset
- Strong initiative and willingness to learn
- Professional, friendly, and aligned with the broker’s service values
Responsibilities
- Collect, organise, and verify client documents (ID, income, liabilities, etc.)
- Enter and update client data in CRM, AOL and lender platforms
- Prepare application files for broker review prior to submission
- Track application progress and liaise with lenders for status updates
- Manage upcoming settlement to meet deadlines
- Maintain accurate digital filing and compliance documentation
- Be across the industry compliance obligations and changes
- Support the broker with managing inbound enquiries and maintain the broker’s calendar
- Prepare client onboarding documents, fact‑find forms, and follow‑up communications
- Provide timely updates to clients, lenders, and referral partners
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