Wingman Outsourcing Loan Processor

Loan Processor

Wingman Outsourcing

₱40-50K[Monthly]

Remote1-3 Yrs ExpBachelorFull-time

Remote Details

Open Country：Philippines

Language Requirements：English

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Description

The Australian Mortgage Loan Processor is responsible for managing the mortgage loan process from application to closing. This role involves a strong background in the Australian mortgage broking landscape. The ideal candidate will possess a deep understanding of pay slips, financial documentation, PAYG concepts, CRM systems, and lender processes.
Mortgage Consultation: Conduct thorough consultations with clients to understand their financial goals, assess their mortgage needs, and provide tailored solutions.
Financial Documentation Analysis: Demonstrate proficiency in analyzing pay slips and financial documents to assess client eligibility for various mortgage products.
PAYG Understanding: Utilize a comprehensive understanding of PAYG (Pay As You Go) principles to guide clients through the financial aspects of mortgage applications.
CRM Utilization: Effectively utilize Customer Relationship Management (CRM) systems to manage client interactions, track progress, and ensure timely follow-ups.
Lender Process Management: Navigate and manage the end-to-end processes with various lenders, ensuring seamless communication and adherence to industry regulations.
Market Research: Stay updated on market trends, interest rates, and regulatory changes to provide clients with accurate and informed advice.
Client Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and ensuring a positive experience throughout the mortgage process.

Requirements

Proven experience in mortgage loan processing, preferably with Australian mortgage experience.
Familiarity with mortgage aggregator platforms such as AFG, Connective, SFG or PLAN Australia.
Strong understanding of Australian mortgage lending regulations and guidelines.
Excellent analytical, communication, and organizational skills. Proficiency in mortgage processing software and Microsoft Office Suite.
Strong understanding of mortgage underwriting processes and loan types.
Preferred Attributes:
High level of accuracy in reviewing and processing loan applications.
Ability to address and resolve issues efficiently.
Strong focus on providing excellent client service.
Ability to manage multiple tasks and meet deadlines.
Commitment to maintaining confidentiality and integrity in all dealings.
Tools and Software:
Experience with software such as Calyx Point, Encompass, or similar platforms.
Proficiency in using CRM systems like Quickli, ApplyOnline, Mercury Nexus, MyCRM to track and manage client interactions.
Familiarity with mortgage aggregator platforms such as AFG, Connective, SFG or PLAN Australia.
Work Environment:
Ability to work remotely with clients and stakeholders across Australia.
Work closely with a team of mortgage professionals and support staff.
Opportunities for professional development and staying updated with the latest mortgage lending regulations and software.