贷款处理员 / 房贷经纪人助理（澳大利亚 - 远程） 白班
Loan Processor / Broker Assistant (AU - Remote) Dayshift
职位：贷款处理员 / 业务助理
薪资：面议
工作时间与条件：待定
假期：待定
雇佣形式：全职 - 独立承包商
关于公司：
客户是一家位于新南威尔士州Kogarah的值得信赖的金融和抵押贷款经纪公司。他们为澳大利亚各地的客户提供帮助，协助他们获得符合自身需求的贷款，无论是购买第一套房产、升级房产、再融资还是建立投资组合。
职位概述：
客户是一家由经验丰富的主经纪人在Finsure聚合网络内运营的抵押贷款经纪公司，帮助澳大利亚各地的客户从40多家贷方的名单中获取住房贷款、再融资和投资贷款。客户正在寻找一位专注的贷款处理员/业务助理，负责每个贷款文件的行政和处理工作，以便他们可以专注于客户对话、交易结构设计和业务增长。
此职位的初始重点是核心贷款处理流程：定价请求、评估、将数据输入Apply Online（AOL）以及准备模板化的贷款申请供客户审核。随着工作关系的发展和信任的建立，该职位有潜力向准经纪人级别的责任扩展——承担更多的交易结构设计和服务能力评估工作——但这是长期目标，而非初始职责的一部分，因为具备强大准经纪人能力的候选人需求很高，该职位最初设定在处理员/助理级别。
职责：
贷款处理与提交支持（主要职责）
● 代表客户向贷方提交定价请求
● 订购并跟踪评估，跟进贷方/评估师以推动文件进展
● 准确地将客户和贷款数据输入Apply Online（AOL）系统
● 准备好模板化的贷款申请，供客户审核并签署后提交
● 跟踪申请进度，催促未完成的条件，并推动文件向批准和结算方向进展
● 跟进客户缺失的文件
● 主动与客户、贷方和其他利益相关者沟通，提前解决可能出现的问题
● 在客户的系统中保持准确、最新的记录
准经纪人发展路径（未来成长）
● 随着能力和信任的建立，承担更多交易结构设计、服务能力评估和情景准备的责任
● 协助客户进行审查
查看英文原文
Position: Loan Processor / Broker Assistant
Salary:
Working Hours & Conditions: TBC
Holidays: TBC
Employment: Full-time - Independent Contractor
ABOUT THE COMPANY:
The client is a trusted finance and mortgage broking business based in Kogarah, NSW. They work with clients across Australia to help them secure the right loan for their needs, whether they are buying their first home, upgrading, refinancing, or building an investment portfolio.
ROLE OVERVIEW:
The client is a mortgage broking business led by an experienced principal broker operating within the Finsure aggregator network, helping clients across Australia access home loans, refinancing and investment lending from a panel of 40+ lenders. The client is looking for a dedicated Loan Processor/Broker Assistant to own the administrative and processing side of each loan file, so they can stay focused on client conversations, deal structuring, and business growth.
The initial focus of this role is on the core loan processing workflow: pricing requests, valuations, data entry into Apply Online (AOL), and pre-filling templated loan submissions ready for the client’s review. As the working relationship develops and trust builds, there is scope for the role to grow toward a para-broker level of responsibility — taking on more of the deal structuring and serviceability work — though this is a longer-term possibility rather than part of the initial scope, as strong para-broker candidates are in high demand and this role is intended to start at the processor/assistant level.
RESPONSIBILITIES:
Loan Processing & Submission Support (Primary Focus)
● Prepare and lodge pricing requests with lenders on the clients’ behalf
● Order and track valuations, following up with lenders/valuers to keep files moving
● Accurately enter and maintain client and loan data in Apply Online (AOL)
● Pre-fill templated loan submissions ready for the clients’ review and sign-off before lodgement
● Track application progress, chase outstanding conditions, and keep files moving toward approval and settlement
● Follow up on clients' outstanding documents
● Communicate proactively with clients, lenders and other stakeholders to resolve issues before they become blockers
● Maintain accurate, up-to-date records across the clients’ systems
Para-Broker Pathway (Future Growth)
● As capability and trust build, take on greater responsibility for deal structuring, serviceability assessment and scenario preparation
● Support the client in reviewing more complex files and preparing recommendations, moving toward a para- broker level of involvement over time
General Admin & Business Support
● Keep client files and documentation organised and easily accessible for the client
● Support outreach to existing clients (e.g. refinance opportunities) as directed
● Take on ad hoc administrative tasks to reduce the clients’ day-to-day workload
Requirements
Non-negotiable
● Hands-on experience with Apply Online (AOL) for residential loan submissions
● Solid understanding of the Australian residential mortgage process, end-to-end, including pricing requests and valuations
● Excellent spoken and written English, with the confidence to speak directly with Australian
clients, lenders and valuers by phone and video call
● Minimum years of experience. Something like 2+ years
● Comfortable preparing templated loan submissions accurately and efficiently
Strong Plus
● Prior experience working directly with an Australian mortgage broker (rather than only a brokerage back office)
● Experience within the Finsure aggregator network or a similar aggregator platform
● Early exposure to para-broking tasks (serviceability assessment, Experience in Quickli deal structuring) — not required now, but relevant to the future growth path of this role
Soft Skills & Working Style
The client is looking for someone who drives the process rather than waiting to be driven. This is just as important as the technical skill set.
● Proactive and confident — owns each file end to end without needing constant direction
● Flags missing documentation and chases clients directly, without waiting to be asked
● Escalates blockers early, rather than letting a file stall
● Comfortable simplifying workflows — e.g., consolidating multiple emails into a single, efficient update
rather than sending several separate messages
● Reliable and detail-oriented, with strong written communication in English
Benefits
- What We Offer
- Competitive, market-rate compensation based in the Philippines.
- AU Working Hours (Dayshift)
Originally posted on Himalayas