Remote Loan Processor Opportunity

2 days ago

Lipa City, Calabarzon, Philippines beBeeEmployment Full time A$1,800 - A$2,000
Loan Processor Job Description

We are seeking a detail-oriented and proactive Loan Processor to join our finance team.

The ideal candidate will have prior experience in loan processing, mortgage broking support, or financial services administration, along with strong communication and client service skills.

Key responsibilities include:

  • Liaising with clients to gather required documents and information for loan applications.
  • Reviewing and verifying financial documents to ensure accuracy and compliance with lender requirements.
  • Preparing and submitting loan applications through the appropriate lender systems.
  • Tracking progress of applications and providing clients with timely updates.
  • Communicating with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing.
  • Maintaining organised digital records of all loan files and supporting documents.
  • Supporting brokers with administrative tasks, including preparation of compliance documents and client communications.
  • Handling client inquiries with professionalism and empathy, ensuring a positive experience throughout the loan process.
  • Identifying and escalating potential issues or delays proactively.
  • Contributing to process improvements to enhance efficiency and client satisfaction.
  • Assisting with outbound calling when required, including contacting existing loan book to check in with clients and reconnecting with clients who haven't been in touch recently to rebuild relationships.

Required skills and qualifications include:

  • Minimum 2 years' experience in loan processing, mortgage broking, or financial services administration.
  • Strong understanding of loan application processes, compliance requirements, and lender documentation.
  • Excellent communication skills – both written and verbal – with the ability to explain processes clearly to clients.
  • High attention to detail and accuracy in handling financial documents.
  • Proficiency with loan processing platforms, CRM systems, and Microsoft Office (Word, Excel, Outlook).
  • Strong organisational and time management skills, with the ability to handle multiple applications simultaneously.
  • Proactive, resourceful, and comfortable working independently.
  • Client-first mindset with a professional and approachable manner.
Benefits
  • A performance-based bonus will be included.
Work Arrangement & Expectations

This is a remote role that will be set up as an independent contractor engagement.

Successful candidates will be expected to disclose any existing ongoing roles or client work and reflect this engagement on their LinkedIn profile (clearly marked as 'Independent Contractor').

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