Loan Processor

3 days ago

Manila, National Capital Region, Philippines Pleco Outsourcing Full time

Loan Processor

Work Setup: Full-time, Work-from-Home

Schedule: Follows New Zealand Time Zone

About the Role

We're hiring a Loan Processor with 1–2 years of experience in mortgage broking or loan processing for Australian or New Zealand clients. This is an entry-level role suited for someone who's detail-oriented, eager to learn, and comfortable supporting the full loan-processing workflow.

You'll assist the broker across document collection, checking client information, preparing files for lender submission, following up on applications, and communicating with clients. We're not looking for a senior profile—just someone with initiative, good communication skills, and a strong willingness to grow.

Key Responsibilities

Loan Processing Support

  • Request required documents using system-generated checklists
  • Check files for accuracy, completeness, and alignment with the client fact find
  • Follow up with clients for missing or updated documents
  • Prepare lender-ready submission files
  • Enter and maintain client data in the CRM (Active Campaign)
  • Save documents and maintain naming conventions consistently

Lender Follow-Up

  • Submit applications using standard templates and instructions
  • Record clear updates and diary notes in the CRM
  • Follow up with lenders on outstanding items
  • Track progress from submission to settlement

Client Communication

  • Communicate professionally via phone, email, and CRM channels
  • Answer basic queries about documentation and process steps
  • Keep clients updated throughout the application process

Pipeline & Admin Tasks

  • Manage CRM tasks and pipeline stages daily
  • Assist with annual reviews, re-fixes, and simple retention tasks
  • Prepare basic reports (e.g., RPNZ property lookups)
  • Support general administrative tasks like inbox management, file uploads, and appointment preparation

Applications & Tools Used

  • Active Campaign
  • MS Office (Outlook, Word, Excel)
  • PDF Editor
  • Teams / Zoom
  • OneDrive
  • Get Trail
  • RPNZ (basic lookups)

Requirements

Skills & Experience Required

  • 1–2 years of experience in Australian or New Zealand mortgage broking or loan processing
  • Good written and verbal communication skills
  • Strong attention to detail
  • Ability to learn new systems quickly
  • Basic skills in Word and Excel
  • Able to follow established processes and checklists
  • Willing to ask questions, take feedback, and improve

Personal Attributes

  • Motivated and enthusiastic
  • Honest, reliable, and accountable
  • Friendly and customer-focused
  • Strong time management skills
  • Positive attitude and solid work ethic
  • Able to work independently once trained

Benefits

Competitive salary starts from PHP 30,000

Full-time, work-from-home setup with company-provided computer equipmentHMO coverage upon regularization

Additional leave credits upon regularization

Government-mandated benefits and contributions (SSS, PhilHealth, Pag-IBIG)

Job Type: Full-time

Pay: From Php30,000.00 per month

Benefits:

  • Additional leave
  • Health insurance
  • Life insurance
  • Promotion to permanent employee
  • Work from home

Application Question(s):

  • Do you have at least 1-2 years of direct experience in mortgage broking or loan processing specifically for Australian or New Zealand clients?
  • re you able to commit to a full-time, work-from-home setup and strictly follow the New Zealand Time Zone (NZT/NZST) work schedule?
  • Are you comfortable with a role that primarily focuses on administrative loan processing support, including document collection, data entry, lender follow-up, and managing checklists/workflows, rather than sales or complex underwriting?
  • Where is your city of residence?
  • How soon can you start?
  • How much is your asking salary?

Work Location: Remote

  • Loan Processor

    1 week ago

    Manila, National Capital Region, Philippines Wingman Group PTY Full time ₱200,000 - ₱500,000 per year

    Job description Mortgage Loan Processor Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment.Are you detail-oriented, organised, and passionate about helping clients through the loan process? We're looking for a skilled Mortgage Loan Processor to join our team and ensure smooth, accurate, and timely loan...

  • Loan Processor

    3 days ago

    Manila, National Capital Region, Philippines Wingman Group PTY Full time

    Job description Mortgage Loan Processor Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment.Are you detail-oriented, organised, and passionate about helping clients through the loan process? We're looking for a skilled Mortgage Loan Processor to join our team and ensure smooth, accurate, and timely loan...

  • Loan Processor

    3 days ago

    Manila, National Capital Region, Philippines Filta Full time

    Location: Work From Home - Greater Metro Manila OnlySchedule: Monday to Friday, 6:00 AM - 3:00 PM PHTAbout the CompanyOur client is a customer-focused property and home loan services provider dedicated to helping individuals achieve their goal of homeownership. More than just facilitating loans, they take pride in guiding clients throughout their entire...

  • Mortgage Loan Processor

    1 week ago

    Manila, National Capital Region, Philippines Rapid Screening Pty Ltd Full time

    About the RoleWe're looking for an experienced Mortgage Loan Processor to manage the end-to-end loan process, from application through to settlement. You'll ensure all client files are accurate, compliant, and processed efficiently while delivering exceptional service to brokers, lenders, and customers.This position suits someone with a strong background in...

  • Mortgage Loan Processor

    2 weeks ago

    Manila, National Capital Region, Philippines Wingman Group PTY Full time A$15,000 - A$16,800 per year

    Job description POSITION SUMMARY:We are seeking a detail-oriented and highly organized Mortgage Loan Processor with Australian experience to join our lending team. The Loan Processor will be responsible for managing loan files from origination through closing, ensuring compliance with all lending regulations, and facilitating timely and efficient...

  • Mortgage Loan Processor

    2 weeks ago

    Manila, National Capital Region, Philippines Wingman Group PTY Full time $24,000 - $28,000 per year

    Job description POSITION SUMMARY:We are seeking a detail-oriented and highly organized Mortgage Loan Processor with Australian experience to join our lending team. The Loan Processor will be responsible for managing loan files from origination through closing, ensuring compliance with all lending regulations, and facilitating timely and efficient...

  • Loan processor

    2 weeks ago

    Manila, National Capital Region, Philippines Sweetie Lending Full time ₱50,000 - ₱70,000 per year

    We are an Australian based mortgage brokerage firm, we work with over 40 Australian lenders. At Sweetie Lending, we're committed to helping clients make well-informed financial decisions, whether they're seeking residential or investment finance, or refinancing an existing mortgage. We offer comprehensive, tailored financial advice that aligns with their...

  • Loan processor

    2 weeks ago

    Manila, National Capital Region, Philippines Sweetie Lending Full time ₱900,000 - ₱1,200,000 per year

    We are an Australian based mortgage brokerage firm, we work with over 40 Australian lenders. At Sweetie Lending, we're committed to helping clients make well-informed financial decisions, whether they're seeking residential or investment finance, or refinancing an existing mortgage. We offer comprehensive, tailored financial advice that aligns with their...

  • Loan Processor – Remote

    1 week ago

    Manila, National Capital Region, Philippines FiltaGlobal Full time ₱1,750,000 - ₱2,500,000 per year

    Description Position at FiltaGlobal Philippines Inc.Location: Work From Home - Greater Metro Manila OnlySchedule: Monday to Friday, 6:30 AM - 3:30 PM PHTAbout the CompanyOur client is a customer-focused property and home loan services provider dedicated to helping individuals achieve their goal of homeownership. More than just facilitating loans, they take...

  • Loan Processor

    1 week ago

    Manila, National Capital Region, Philippines AS White Global Full time

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