Loan Processor

PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
3-4 years
Required Skills
CRMFinancial analysis

Requirements

  • 3-4 years of experience in Australian mortgage processing
  • Bachelor's degree in business or finance
  • Working knowledge of CRM systems
  • Proficiency with cloud-based tools
  • Understanding of mortgage finance
  • Experience dealing with primary loan applicants
  • Excellent numeracy skills
  • Service-oriented mindset

Responsibilities

  • Review and collate signed forms for verification
  • Input data into aggregator and ApplyOnline
  • Generate document packs and identify missing information
  • Prepare compliance and application paperwork
  • Instruct valuation reports via Valex or Core Logic
  • Enter borrower information into lender application forms
  • Request credit checks via DocuSign
  • Handle pricing requests and interest rate negotiations
  • Prepare loan switches and variations
  • Maintain client database and manage referral programs
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