Job Description: Offshore Loan Processor

Company: (Australian Mortgage Broking Firm)
Location: Offshore (Philippines)
Reports to: Onshore Broker/ Director

About the Role

You will be working with a growing Australian mortgage broking firm that provides tailored lending solutions to clients across residential, investment, Commercial & Business Lending markets. The business prides itself on responsiveness, compliance, and delivering a seamless client experience.

The Offshore Loan Processor plays a critical support role in managing loan reviews, preparing applications, and ensuring all administrative processes are completed accurately and on time.

You will work closely with the Director, Brokers and Australian-based support team to ensure applications are processed accurately, efficiently, and in line with lender and compliance requirements.

Key Responsibilities

Loan Reviews

• Requesting pricing from various lenders
• Producing valuation reports with required lenders
• Preparing review reports for the Broker to present to clients
• Researching lending options and policy scenarios
• Communicating scenarios and clarifications with Lender BDMs

Application Preparation

• Preparing servicing calculations (Quickli and/or direct lender calculators)
• Preparing First Home Buyer Scheme forms and Discharge Authorities
• Data entry into BrokerEngine, Apply Online, and Simpology
• Preparing lender consent documentation
• Uploading and attaching supporting documents to lender portals
• Labelling and securely storing all supporting documentation
• Ensuring compliance documentation is complete prior to submission

Administration Duties

• Completion and tracking of BrokerEngine tasks
• Maintaining accurate data hygiene within the BrokerEngine CRM
• Completing Broker Accreditation forms
• Securely storing and updating broker login credentials and passwords
• Following up lenders and legal representatives for application updates
• Maintaining structured digital filing systems

Skills & Experience Required

• Minimum 2-4 years’ experience supporting an Australian mortgage broker
• Strong understanding of Australian lending processes and compliance requirements
• Experience using Quickli, BrokerEngine, Apply Online, and Simpology
• Knowledge of servicing calculations and lender policy interpretation / research
• High level of accuracy and attention to detail
• Strong written and verbal English communication skills
• Ability to manage multiple applications simultaneously
• Comfortable liaising with lender BDMs and third-party stakeholders

Personal Attributes

• Highly organised and process-driven
• Proactive and solution-oriented
• Strong time management skills
• Able to work independently while collaborating with an onshore broker
• Committed to confidentiality and data security

Benefits:

• Company events
• Health insurance
• Work from home

Work Location: Remote