Loan Processing & Client Liaison Specialist

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 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 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