AU Loan Processor

Loan Processing & Broker Support Executive
Remote / Work from Home | AEST Hours |Philippines-based

To Apply, please fill out this form: forms.cloud.microsoft/r/FbVKMANxs5

Who We're Looking For
We're building a dedicated team of loan processing and broker support professionals to work directly with Australian mortgage brokers. If you have hands-on experience in AU mortgage processing and know your way around Connective Mercury and ApplyOnline, we want to hear from you.

What You'll Be Doing Every Day

Managing loan files end-to-end — from initial client follow-up through to post-settlement
Data entry in Mercury CRM and ApplyOnline (NextGen)
Ordering and tracking property valuations and pricing discount requests via lender portals
Preparing compliance documents, credit diary notes, and formal approval letters
Running serviceability calculators and preparing funds-to-complete tables
Ordering and interpreting Equifax credit reports
Coordinating discharge forms, solicitor letters, and settlement confirmation emails
Managing client appointments and follow-up communications
Post-settlement tasks and client retention activities


You Must Have experience with any of the following:
Connective Mercury CRM — hands-on experience, not just awareness
ApplyOnline / NextGen — confident with lodgement and tracking
Lender portal experience — valuation ordering, pricing requests, discharge forms
AU mortgage process knowledge — you understand the full journey from pre-submission to settlement
Income assessment — PAYG (payslips) and self-employed / company / trust structures
AEST business hours availability — full-time, Monday to Friday
Excellent written and spoken English — you'll communicate directly with brokers and clients

Minimum Requirements

2–3 years of experience in Australian mortgage loan processing or broker support
Solid understanding of residential lending, lender policies, and NCCP compliance
Comfortable handling multiple loan files simultaneously with strong attention to detail
Proficient in Microsoft Office (Word, Excel, Outlook)
Fast internet connection and a professional home office setup


Nice to Have

Cert IV in Finance & Mortgage Broking
Experience with Quickli, Simpology, Salestrekker, MyCRM, or Podium
Exposure to construction loans, SMSF lending, or trust/company income structures


Education
A bachelor's degree in Finance, Banking, Accounting, or a related field is preferred — but not required. We value relevant AU mortgage experience above all else. Non-graduates with 2+ years of hands-on broker support experience are strongly encouraged to apply.

What We Offer

Competitive salary (based on experience)
HMO coverage
Leave credits
13th Month Pay