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Loan Processor
Loan ProcessorPleco Outsourcing • Makati, 00, ph
Loan Processor

Loan Processor

Pleco Outsourcing • Makati, 00, ph
2 days ago
Job type
  • Quick Apply
Job description

Job Description

This is a remote position.

Loan Processor

Work Setup : Full-time, Work-from-Home

Salary Range : PHP 28,000 – 32,000 per month

Schedule : Follows New Zealand Time Zone

About the Role

We’re hiring a Loan Processor with 1–2 years of experience in mortgage broking or loan processing for Australian or New Zealand clients . This is an entry-level role suited for someone who’s detail-oriented, eager to learn, and comfortable supporting the full loan-processing workflow.

You’ll assist the broker across document collection, checking client information, preparing files for lender submission, following up on applications, and communicating with clients. We’re not looking for a senior profile—just someone with initiative, good communication skills, and a strong willingness to grow.

Key Responsibilities

Loan Processing Support

  • Request required documents using system-generated checklists
  • Check files for accuracy, completeness, and alignment with the client fact find
  • Follow up with clients for missing or updated documents
  • Prepare lender-ready submission files
  • Enter and maintain client data in the CRM (Active Campaign)
  • Save documents and maintain naming conventions consistently

Lender Follow-Up

  • Submit applications using standard templates and instructions
  • Record clear updates and diary notes in the CRM
  • Follow up with lenders on outstanding items
  • Track progress from submission to settlement

    • Client Communication

  • Communicate professionally via phone, email, and CRM channels
  • Answer basic queries about documentation and process steps
  • Keep clients updated throughout the application process

    • Pipeline & Admin Tasks

  • Manage CRM tasks and pipeline stages daily
  • Assist with annual reviews, re-fixes, and simple retention tasks
  • Prepare basic reports (e.g., RPNZ property lookups)
  • Support general administrative tasks like inbox management, file uploads, and appointment preparation

    • Applications & Tools Used

  • Active Campaign
  • MS Office (Outlook, Word, Excel)
  • PDF Editor
  • Teams / Zoom
  • OneDrive
  • Get Trail
  • RPNZ (basic lookups)

    • Requirements

    Skills & Experience Required

  • 1–2 years of experience in Australian or New Zealand mortgage broking or loan processing
  • Good written and verbal communication skills
  • Strong attention to detail
  • Ability to learn new systems quickly
  • Basic skills in Word and Excel
  • Able to follow established processes and checklists
  • Willing to ask questions, take feedback, and improve

    • Personal Attributes

  • Motivated and enthusiastic
  • Honest, reliable, and accountable
  • Friendly and customer-focused
  • Strong time management skills
  • Positive attitude and solid work ethic
  • Able to work independently once trained

    • Benefits

    Salary range : PHP 28,000 – 32,000 per month

    Full-time, work-from-home setup with company-provided computer equipment

    HMO coverage upon regularization

    Additional leave credits upon regularization

    Government-mandated benefits (SSS, PhilHealth, Pag-IBIG)

    Requirements

  • 1–2 years of experience in Australian or New Zealand mortgage broking or loan processing
  • Good written and verbal communication skills
  • Strong attention to detail
  • Ability to learn new systems quickly
  • Basic skills in Word and Excel
  • Able to follow established processes and checklists
  • Willing to ask questions, take feedback, and improve
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    Loan Processor • Makati, 00, ph