[ref. n43702120] Manila - Loan Processor | AU | WFH

Employment Type: Full-time

Ready to do work that actually excites you?

This role plays a key part in delivering personalised financial outcomes and driving a seamless mortgage experience.

• Review and analyze client financial information to determine suitable mortgage options.
• Interpret and apply client meeting notes to accurately understand client objectives and needs.
• Structure mortgage loans that align with client goals and lending criteria.
• Coordinate and pass loan applications and documentation to loan processors for further handling.
• Maintain accurate and organized records of client interactions and loan details.
• Utilize CRM software such as HubSpot to track client progress and manage communications.
• Ensure compliance with relevant lending policies and regulatory requirements.
• Provide clear and timely updates to clients and internal teams regarding loan status.
• Collaborate with other financial professionals to optimize client mortgage solutions.

What You Bring

We're looking for someone who:

• Bachelor's degree in Finance, Business Administration, or a related field is preferred.
• At least 5 years of experience as a mortgage broker or in a related financial services role.
• Proficiency in CRM platforms such as HubSpot or similar systems.
• Strong analytical skills with the ability to interpret financial data and client objectives.
• Excellent communication and interpersonal skills for client engagement and team collaboration.
• Detail-oriented with strong organizational and documentation abilities.
• Ability to work independently and manage multiple loan applications efficiently.
• Knowledge of mortgage lending regulations and compliance standards.

• HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)
• Paid Leaves: Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)
• Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more!

If you're thinking "this sounds like me"-it probably is. Click apply. We can't wait to meet you.