Loan Packaging/Mortgage Support (001-00116)

PhilippinesRemoteFull-timemid

OtherSupport

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Quick Summary

Key Responsibilities

Data entry in Flex and Salestrekker and lodge via Apply Online, Loan App, and Simpology. Generating credit reports, property reports, suburb reports.

Requirements Summary

3+ years of experience in loan processing, mortgage support, and loan packaging within the Australian mortgage industry. Familiarity with Australian mortgage products, lending policies,

Technical Tools

OtherSupport

Responsibilities

~2 min read

→Data entry in Flex and Salestrekker and lodge via Apply Online, Loan App, and Simpology.
→ Generating credit reports, property reports, suburb reports.
→ Relabelling of supporting documents
→ Pricing and Pricing Escalations
→ Valuation
→ Assessment of home loan application once the documents have been received
→ Payslips analysis
→ Self-employed tax returns and financials analysis
→ Detailed credit assessment (Income analysis, liabilities, expenses and borrowing capacity calculation)
→ Loan serviceability – Excellent knowledge around using Quickli and lender’s servicing calculators
→ Excellent knowledge in using Quickli
→ Ability to determine and select lenders and present options
→ Funding position
→ Product comparison
→ Knowledge of doing the funding and determining the best lender options
→ Loan Packaging for Submission (Prepare master notes, compliance notes, servicing and living expenses breakdown)
→ Knowledge in identifying necessary documents for submission of the loan application
→ Submission or lodgement of home loan applications with different lenders
→ Excellent knowledge on the discharge process, FHLDS and FHOG forms for first home buyers, and filling the deposit bond forms
→ Handling credit and non-credit related MIRs
→ Send updates to clients and other stakeholders via emails for each milestone (Submission, pre-approval, conditional, formal, settlement, loan disbursement details), and other regulatory updates and additional information requests
→ Follow up with the lenders and clients via email and calls
→ Conducting annual home loan reviews and sending refinancing options to clients where applicable, and doing repricing if needed
→ Follow up with clients for existing pre-approvals due to expiry
→ Repricing of the existing clients and post-settlement tasks

Requirements

~1 min read

3+ years of experience in loan processing, mortgage support, and loan packaging within the Australian mortgage industry.
Familiarity with Australian mortgage products, lending policies, lending criteria, and regulatory standards.
Proficient in loan application software and CRM systems (e.g., FLEX/AFG, Salestrekker ApplyOnline, LoanApp, Simpology).
Strong analytical skills with keen attention to detail.
Excellent communication skills, both verbal and written.
Ability to work independently and manage multiple loan applications simultaneously.
Strong organizational skills and ability to meet tight deadlines.
Knowledge of compliance standards (NCCP, Responsible Lending) and privacy regulations in Australia.
Problem solving Attitude
Experience working with brokers, lenders, and other financial professionals.

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

Be available for meetings and collaboration during core [AEST or PHT] business hours
Disclose any existing ongoing roles or client work
Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)