Loan Processor – Australian Mortgage

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 ₱80k - ₱90k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Mortgage Loan Processor

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of Pear Tree.

Pear Tree.

1 - 10 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows.

📋 Description

• Manage and maintain client loan files within MYCRM • Complete accurate client data entry and keep records up to date throughout the loan process • Record file notes, supporting documents and application information correctly • Monitor outstanding requirements and follow up on missing information • Enter client Fact Find information into MYCRM, including income, employment, assets, liabilities, living expenses and existing lending commitments • Review Fact Find information for completeness and discrepancies • Review payslips, bank statements, identification documents, employment information, existing loan statements, credit card and liability statements, tax returns and financial documents where applicable • Cross-check documentation against Fact Find information and identify missing, expired or inconsistent documents • Complete preliminary loan servicing and borrowing capacity calculations • Input income, liabilities, expenses and other relevant financial information • Assist with different lending scenarios and escalate servicing issues to the broker • Prepare and submit loan pricing requests with lenders and track outcomes • Order property valuations, track progress, review outcomes and update the broker and client file • Order and review client credit reports, cross-check liabilities and escalate discrepancies or potential concerns to the broker

🎯 Requirements

• Minimum 2 years' hands-on MYCRM experience – essential • Previous experience working for an Australian mortgage broker or mortgage broking business • Strong understanding of the Australian residential mortgage process • Experience completing Fact Find entry and client file preparation • Experience reviewing financial and supporting documentation • Strong understanding of loan servicing and borrowing capacity • Experience with lender pricing requests • Experience ordering and managing property valuations • Experience obtaining and reviewing credit reports • High level of accuracy and attention to detail • Strong written and verbal English communication skills • Ability to manage multiple active loan files and competing priorities • Comfortable working independently in a remote environment • Experience supporting applications across multiple Australian lenders (preferred but not required) • Exposure to purchases, refinances and investment lending (preferred but not required) • Experience working with both PAYG and self-employed borrowers (preferred but not required) • Understanding of lender policies and documentation requirements (preferred but not required) • Experience supporting more complex residential lending scenarios (preferred but not required)

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🇵🇭 Philippines – Remote

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🟡 Mid-level

🟠 Senior

✨ Mortgage Loan Processor