End to End Loan Processor
Manila
Finance /
Full Time (Work From Home) /
Remote
About the Company:
Our client specialises in a wide range of financial solutions, catering to first home buyers, residential lending, including investment property purchases and owner-occupied home upsizing, refinances, and business loans, including commercial loans.
Job Responsibilities:
1. End-to-End Loan Processing (Up to 20 Files Weekly)
- Manage the complete loan journey from fact find to settlement.
- Confidently handle submissions with lenders, including ORDE Financial and La Trobe.
- Ensure timely and accurate lodgement and follow-up.
2. Infynity CRM & Fact Find Management
- Accurately complete client Fact Finds within Infynity CRM.
- Maintain compliant and audit-ready files with complete documentation.
3. Experience with Finsure Aggregator System
- Confidently navigate and use Finsure systems to manage compliance, lender forms, and document storage.
- Ensure all deals are processed in accordance with Finsure workflow standards.
4. File Packaging & Submission
- Review all documents and prepare complete lender-ready applications.
- Identify and request missing documentation before submission.
- Write detailed broker notes to ensure smooth handover and compliance.
5. Lender Selection & Servicing Support
- Support lender product selection by understanding policies, pricing, and borrowing capacity.
- Confidently run servicing calculators and recommend lender fit based on client profile.
6. Team Oversight (India Support Team)
- Coordinate tasks with the existing Indian offshore team.
- Take ownership of workflow and ensure the offshore team is aligned and productive.
- Escalate issues only when necessary.
7. Client Communication & Document Collection
- Directly contact clients to collect documents, clarify information, or follow up on pending requirements.
- Maintain a professional and customer-first tone in all communications.
8. Stakeholder Liaison & Follow-Up
- Communicate clearly with lenders, clients, solicitors, and agents.
- Follow up proactively to keep files moving and escalate delays when necessary.
9. Daily Pipeline Reporting
- Provide concise end-of-day updates via email, outlining file progress, roadblocks, and pending actions.
- (Format example can be supplied for consistency.)
10. Workflow Ownership & Independence
- Take full responsibility for your pipeline, operating with minimal supervision.
- The goal is to take work off the broker’s plate—handling everything from document checks to submission and team coordination.
