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AU Loan Admin (Mortgage) - WFH | 30K SOB
Intogreat Solutions Philippines
4h ago
0$30kOtherUnited Stateshimalayas
Loan-AdministrationMortgage-ProcessingLoan-ProcessorMortgage-Broker-SupportComplianceEntry-level
Job Description
This is a remote position.Loan Application Administration Use tools such as HelloPack and FileInvite to request and manage supporting documents.
Send Manual Fact Find, Credit Guide, and Privacy Consent via email; confirm privacy consent is signed.
Create applications in the aggregator CRM and maintain accurate records.
Print lender application forms via ApplyOnline for client signatures, including additional forms such as discharge, FHOG, or other applicable documents.
Print and save Application Summary in the client’s document older.
File Review & ComplianceVerify they meet minimum lodgment and compliance requirements.
Complete compliance checklists and maintain files in standard order according to company and regulatory standards.
Client & Broker SupportAssist mortgage broker with loan lodgments, appointment preparation, and related administrative tasks.
Communicate regularly with clients, solicitors, and stakeholders to collect documentation and satisfy approval conditions.
Loan Processing TasksOrder pricing, credit reports, and property valuations as required.
For refinance applications, check discharge readiness and follow up accordingly.
Progress Tracking & CommunicationMonitor application status from lodgment to formal approval and settlement.
Update comments and progress notes in ApplyOnline regularly.
Keep Standard Operating Procedures (SOPs) up to date.
Team & PerformanceProvide coverage for onshore team during leave or peak workloads.
Achieve monthly KPI targets and contribute to overall team efficiency
RequirementsTechnical/Educational Qualifications•Bachelor’s degreeExperience in the Mortgage industry (At least 1 year – broker side)
Working knowledge of Microsoft Word, Excel, Outlook
Experience in LMG software
Originally posted on Himalayas
