Position: Loan Processing & Client Liaison Specialist

Salary: ₱60,000 - ₱75,000/month

Working Hours & Conditions: Aligned with Australian hours; full-time - remote

OVERVIEW:

We are a growing Australian mortgage broking business looking for a skilled, motivated professional based in the Philippines to join our tight-knit team of three. This is a genuine career-building opportunity — not a general VA role.

You will start by owning our loan lodgement and post-submission pipeline (currently managed by our loan processor), then progressively take on credit analysis and scenario assessment support (currently managed by our para-broker). Over time, the right person will become integral to our end-to-end deal flow.

We are looking for someone with direct experience inside an Australian mortgage broker office. You must understand how home loan submissions work — not in theory, but in practice.

RESPONSIBILITIES:

Phase 1 - Core Responsibilities (Loan Processing):

Application Lodgement & Management:

Data entry into Infynity / Metanoia and Apply Online
Prepare and manage electronic signing of all application forms
Submit completed loan applications to lenders
Chase clients for outstanding documents and ensure application completeness

Post-Submission & Progress Monitoring

Track all active applications and proactively monitor lender progress
Respond to MIRs (Missing Information Requests) — collect, compile, and submit to lenders
Keep clients informed throughout — application status, lender feedback, next steps
Liaise with conveyancers/solicitors and lenders settlements teams
Carry deals through to settlement
Deal with Post-Settlement Enquiries

Client Communication:

Handle inbound client enquiries professionally, with clear and warm English
Keep client interaction alive with timely outbound follow-ups
Support the director with callbacks to existing and prospective clients

Phase 2 - Expanded Responsibilities (Credit Support):

As you develop confidence in the role, you will take on credit analysis support to help our para-broker focus on scenario-building and BDM conversations:

Review and relabel client documents (payslips, tax returns, statements, liabilities)
Identify gaps, inconsistencies, or red flags before submission
Add relevant client data into the Fact-Find
Run serviceability calculations independently
Support the para-broker in producing faster, higher-volume outcomes

Requirements

QUALIFICATIONS:

Essential (Required):

Demonstrated experience in home loan submissions to multiple Australian lenders
Strong working knowledge of lender criteria, serviceability, and the end-to-end loan process
Prior experience inside an Australian mortgage broker or aggregator environment
Proficiency in Infynity, Metanoia, Apply Online, or equivalent broker software
Excellent written and spoken English — warm, professional, and client-ready
Highly organised, self-directed, and reliable under time pressure

Highly Regarded (Not-Required):

Experience reviewing and assessing financial documents (payslips, tax returns, BAS, liabilities)
Exposure to serviceability calculators across multiple lenders
Familiarity with MIR management and lender settlement processes
Aspiration to grow into a credit analyst or para-broker equivalent role

Benefits

WHAT WE OFFER:

A clearly defined growth pathway — from loan processing into credit analysis
Direct mentorship from our senior para-broker and director
Stable, full-time remote employment with a committed Australian business
A supportive, no-nonsense team culture where results are recognised
Long-term opportunity for the right person who wants to genuinely build expertise in Australian mortgage broking