贷款处理员 / 客户支持(澳大利亚抵押贷款)
Loan Processor / Client Support (Australian Mortgage)
职位:贷款处理员 / 客户支持
薪资:每月65,000 - 80,000菲律宾比索
工作时间与条件:与澳大利亚时间一致;全职 - 远程办公
简介:
我们正在寻找一位经验丰富的贷款处理员 / 客户支持专家加入一家快速发展的澳大利亚抵押贷款公司。这是一个专门的全职职位,负责从最初的申请提交到最终结算的整个抵押贷款流程。
成功候选人将在管理贷款文件、收集文件、准备提交材料、维护申请进度以及在整个贷款过程中支持客户沟通方面发挥关键作用。
该职位适合有澳大利亚抵押贷款处理经验的人士,能够独立工作,同时处理多个申请,并积极推动交易进展。
职责:
- 从咨询到结算全程管理贷款申请
- 收集并跟进缺失的客户文件和支持信息
- 使用Finsure CRM准备和管理贷款提交
- 与贷款机构和抵押经理处理申请,包括在需要时进行手动提交流程
- 维护准确的文件记录、申请记录和流程跟踪
- 通过电话和电子邮件与客户、贷款机构、律师和其他第三方沟通
- 与经纪人紧密协作,确保申请高效推进
- 监控申请里程碑,主动跟进未完成的要求
- 确保所有文件符合贷款机构、聚合平台和合规要求
- 在所有文件中保持高水平的准确性和细致度
要求
资格:
- 至少2年澳大利亚抵押贷款经纪支持、贷款处理或抵押贷款管理经验
- 具有完整的贷款处理经验(不仅仅是普通行政工作)
- 有使用Finsure CRM的经验
- 对澳大利亚住房贷款产品、贷款流程和文件要求有扎实的理解
- 有同时处理多个贷款申请的经验
- 熟悉澳大利亚抵押贷款合规标准和贷款机构要求
- 能够熟练处理基于CRM和手动的贷款提交流程
优选经验(非必需):
- 在澳大利亚聚合环境内支持经纪人的经验
- 接触过商业贷款和资产融资/汽车贷款
- 有与非标准贷款机构和手动申请流程的经验
查看英文原文
Position: Loan Processor / Client Support
Salary: ₱65,000 - 80,000 per month
Working Hours & Conditions: Aligned with AU hours; full-time - remote
OVERVIEW:
We are seeking an experienced Loan Processor / Client Support Specialist to join a growing Australian mortgage business. This is a dedicated full-time position supporting mortgage applications from initial submission through to settlement.
The successful candidate will play a critical role in managing loan files, collecting documentation, preparing submissions, maintaining application progress, and supporting client communications throughout the lending process.
This role is ideal for someone with proven Australian mortgage processing experience who can work independently, manage multiple applications simultaneously, and proactively keep
deals moving forward.
RESPONSIBILITIES:
- Manage loan applications from enquiry through to settlement
- Collect and follow up on outstanding client documents and supporting information
- Prepare and manage loan submissions using Finsure CRM
- Process applications with lenders and mortgage managers, including manual lodgement processes where required
- Maintain accurate file notes, application records, and workflow tracking
- Liaise with clients, lenders, solicitors, and third parties via phone and email
- Coordinate closely with brokers to ensure applications progress efficiently
- Monitor application milestones and proactively follow up outstanding requirements
- Ensure all documentation meets lender, aggregator, and compliance requirements
- Maintain high levels of accuracy and attention to detail across all files
Requirements
QUALIFICATIONS:
- Minimum 2 years' experience in Australian mortgage broking support, loan processing, or mortgage administration
- Strong end-to-end loan processing experience (not solely general administration)
- Previous experience using Finsure CRM
- Solid understanding of Australian home loan products, lending processes, and documentation requirements
- Experience managing multiple loan applications concurrently
- Familiarity with Australian mortgage compliance standards and lender requirements
- Comfortable working with both CRM-based and manual lender submission processes
PREFERRED EXPERIENCE (NOT REQUIRED):
- Experience supporting brokers within Australian aggregator environments
- Exposure to commercial lending and asset finance/car loans
- Experience with non-standard lenders and manual application processes
- Client-facing phone support experience
- Knowledge of lender servicing calculators and policy assessment processes
SKILLS & ATTRIBUTES:
- Exceptional attention to detail
- Strong organisational and time-management skills
- Ability to confidently follow up clients and stakeholders for missing information
- Excellent written and verbal English communication skills
- Proactive approach to problem-solving and file management
- Ability to work independently with minimal supervision
- Professional, reliable, and responsive during Australian business hours
- Strong customer service mindset and commitment to delivering a positive client experience
Originally posted on Himalayas