Loan Processor Assistant

6 days ago

Makati City, National Capital Region, Philippines Agile Tech Ops Inc. Full time ₱900,000 - ₱1,200,000 per year
Loan Processor Assistant

Job Type: Full-Time, Hybrid (3x Onsite / 2x WFH)

Location: Makati, Philippines

Work Hours: U.S. Hours (Night Shift)

About the Company

Agile Tech Ops is a fast-growing startup committed to creating cutting-edge software solutions that fuel our expansion. We're not just maintaining business-critical systems—we're building the future and collaborating with leading U.S. companies to make a global impact.

Why Join Us?

Exciting Challenges – Work on projects that drive growth and shape success.

Continuous Learning – Access opportunities for professional and personal development.

Startup Spirit – Be part of a dynamic, innovative, and collaborative culture.

Key Responsibilities

Loan Intake & Assignment

  • Receive and assign new loan submissions via email or submission form.
  • Match borrowers with appropriate loan officers (based on request or round-robin assignment).

Loan Application & Initial Review

  • Collaborate with loan officers and borrowers to finalize loan applications in ARIVE.
  • Review applications for completeness and accuracy.
  • Pull and review credit findings.
  • Identify suitable loan programs and run AUS findings (if applicable).
  • Collect and review borrower documentation (e.g., purchase contracts, pay stubs, W-2s, bank statements, IDs).

Disclosures & Compliance

  • Prepare and send initial disclosures, ensuring accuracy of fees and loan officer approval.
  • Track borrower signatures and handle redisclosures when terms are updated.
  • Ensure full TRID and compliance adherence throughout the process.
  • Maintain detailed communication notes in ARIVE.

Borrower, Loan Officer, and Partner Communication

  • Maintain consistent communication with borrowers and loan officers throughout the loan process.
  • Provide weekly borrower status updates to ensure transparency and client satisfaction.
  • Assist processors with document collection.
  • Coordinate with third-party vendors (appraisers, title companies, insurance agents).

Pipeline & File Management

  • Maintain an organized pipeline tracker (including lock expirations, appraisal deadlines, and closing dates).
  • Conduct pre-submission audits before files are sent to processing.
  • Monitor AUS findings and update records as needed.

Quality Control & Loan Officer Support

  • Review loan estimates, fees, and product selections for accuracy.
  • Support loan officers with ARIVE usage and borrower portal navigation.
  • Track and verify credit report charges and billing accuracy.

Closing & Post-Closing Support

  • Prepare pre-closing checklists and verify final Closing Disclosure accuracy.
  • Support condition clearing with processing teams.
  • Provide borrower assistance at closing, as needed.
  • Follow up post-closing to confirm funding and payroll allocation accuracy.

Qualifications
  • 3–5 years of experience in mortgage processing, financial services, or BPO back-office support.
  • Strong attention to detail, accuracy, and organizational skills.
  • Excellent English communication skills (written and verbal).
  • Familiarity with U.S. mortgage processes, TRID compliance, and Loan Origination Systems (ARIVE experience preferred).
  • Proficiency in MS Office, Google Workspace, and CRM platforms.
  • Ability to quickly learn U.S. compliance and investor requirements.
  • High integrity and commitment to maintaining data confidentiality.

Salary & Benefits

  • Competitive salary package
  • Health insurance
  • Life insurance
  • 13th month pay
  • Performance bonus
  • Pay raise opportunities
  • Hybrid work setup (WFH flexibility)
  • Schedule
  • Full-time
  • 8-hour shift
  • Monday to Friday

Night shift (aligning with U.S. business hours)

Ready to grow with us? Send your resume to

and be part of our global success story

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