Loan Processor

3 weeks ago

Metro Manila Philippines AS White Global Full time

Our client is a fast-growing mortgage brokerage in Australia, known for delivering highly personalized lending solutions and end-to-end service. They specialize in supporting clients throughout the loan journey with a focus on clear communication, accuracy, and long-term relationships.

They are now seeking a Loan Processor to support the Director across the full loan lifecycle. In this role, you will manage client communication, document collection, application preparation, submission, settlement tracking, and post-settlement support. This is a high-impact role in a growth-oriented environment.

ASW Global operates on a Hybrid model. During the first 6 months, you will be required to work full-time onsite. After this period, the role will transition to a hybrid model, with 3 - 4 days in the office and 1 - 2 days working from home, with a regular shift schedule of 7:00 AM to 4:00 PM Manila time.

Responsibilities
  • Manage end-to-end loan processing, including client onboarding, document collection, application preparation, submission, settlement tracking, and post-settlement support in collaboration with the broker and team.
  • Review and analyze client documents such as fact finds, payslips, bank statements, and tax returns to ensure file completeness and readiness.
  • Coordinate with lenders, BDMs, and support teams for application submissions, pricing requests, product comparisons, and status updates.
  • Use CRM platforms like BrokerEngine to maintain accurate application records and use Quickli as the servicing calculator platform.
  • Monitor loan progress and proactively communicate with clients to ensure a seamless experience from submission to settlement.
  • Assist in preparing annual review documentation, discharge forms, and post-settlement activities such as gifting or reconciliation.
  • Maintain a high level of data accuracy and compliance with internal processes.
  • Manage the corporate mailbox and ensure smooth client communication.
  • Support the Director in delivering a high-touch client service model with efficiency and professionalism.
Qualifications
  • Bachelor’s degree in Business Administration, Finance, or a related field.
  • A minimum of 4 years’ experience in residential mortgage or insurance broking, specifically in the Australian mortgage environment.
  • Strong understanding of mortgage loan processes, from document collection to settlement and aftercare.
  • Skilled in reviewing financial documents and calculating borrowing capacity using tools such as Quickli.
  • Proficiency with loan and CRM systems, especially BrokerEngine, MyCRM, Mercury, ApplyOnline, and Microsoft Office applications.
  • High attention to detail, strong organisational skills, and the ability to manage multiple priorities independently.
  • Excellent written and verbal communication skills, with a focus on client service.
  • Self-motivated, proactive, and capable of working autonomously in a remote setup.
ASW Offers
  • Be part of a Great Place to Work certified company that's going places
  • Dynamic, inclusive, and supportive culture that celebrates collaboration, diversity, and shared success across borders.
  • Competitive compensation that recognises your skills and contributions.
  • Global exposure by working with clients and stakeholders across regions.
  • Comprehensive medical benefits to support your well-being, including family members.
  • Generous paid leave entitlements.
  • Team outings, company events, and travel opportunities.
  • Opportunities to collaborate with colleagues across Malaysia, Vietnam, the Philippines, and Australia.
  • Ongoing training and career development tailored to your role and the industry.
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