Mortgage Loan Processor- AU/NZ insurance experience | WFH

4 weeks ago


Calamba, Philippines Tap Growth ai Full time

Mortgage Loan Processor – AU/NZ Insurance Experience | WFH Join Tap Growth ai as a detail‑oriented Mortgage Loan Processor / Financial Admin Support, assisting a New Zealand‑based adviser specialising in mortgages, managed funds and KiwiSaver. What You’ll Do Collect client documents, perform credit checks and complete pre‑submission paperwork. Prepare loan applications, structuring scenarios, compliance documents and bundle required files. Submit applications and liaise with brokers for final review. Monitor lender status, draft conditional approvals and follow up on outstanding docs. Track loans to formal approval, refixing or refinancing as needed. Coordinate settlement bookings, discharge requests and final client handover. Maintain accurate records in tracking systems for audit and compliance. Collect financial data, assist in Statements of Advice and perform ad‑hoc compliance tasks. What We’re Looking For Minimum 3 years experience in mortgage processing, brokerage or paraplanning in AU/NZ. Certificate IV/Diploma in Finance & Mortgage Broking or equivalent. Deep understanding of lending policies, credit assessment and compliance. Proficiency with AdviserCRM, Zoho, Planolitix, Mercury, Apply Online or similar. Experience with investment property, residential and refinancing products. Strong attention to detail, communication, stakeholder management and independent work under deadlines. University degree in Finance, Accounting, Business Administration or related field (or equivalent experience). Benefits & Compensation Fixed day shift schedule (Mon‑Fri). Supportive company culture with team events, wellness check‑ins and celebrations. Comprehensive benefits package: SSS, PhilHealth, Pag-IBIG contributions, HMO coverage for you and one dependent, 25 leave credits with cash conversion, 13th month pay and non‑taxable allowances. Competitive salary and performance bonuses. Seniority Level – Mid‑Senior Employment Type – Full‑time Referrals increase your chances of interviewing at Tap Growth ai by 2x. #J-18808-Ljbffr



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