# Lending Associate (AU market) > D2B · Manila, Philippines (Remote) · Full-time · Posted 2026-08-24 **Workplace:** remote **Department:** RecOps ## Description **Position:** LENDING ASSOCIATE **Salary range**: Php 68,000/month _(The final amount will be at the the client discretion basing on the candidate’s skills and experience.)_ **Working Hours:** Following AU business hours **Work set-up:** 100% Remote work under Independent Contractor Agreement **Holidays**: AU Holidays **Recruitment process**: possible multiple client interviews and an assessment ### **About the Company & Role** Our client is an established Australian business specializing in **commercial joinery**, delivering quality joinery solutions for commercial projects and working closely with clients, suppliers, and other project stakeholders. The company operates in a fast-paced, project-based environment where accuracy, organization, and strong coordination are essential to successful project delivery. We are seeking an **Admin Assistant** to provide administrative and financial support across the company's day-to-day operations and commercial joinery projects. The successful candidate will be responsible for maintaining documentation, processing invoices and purchase orders, supporting supplier administration, and keeping project records accurate and organized. **Xero experience is essential**, while previous experience in commercial joinery, construction, building, or a related trades environment is highly preferred. ### Key Responsibilities ### Loan Application Preparation and Broker Support - Review broker appointment notes, lending strategies, and handover information to ensure all required details are complete. - Prepare clear lending submission notes, application inputs, and supporting documentation. - Enter and maintain accurate client, financial, and loan information in the CRM and lending platforms. - Support with servicing inputs, product comparisons, pricing, and valuation research within the scope of the role. - Ensure loan files are complete, accurate, logical, and ready for submission. ### Document Review and Credit Support - Review bank statements, income documents, liabilities, and other financial information for completeness, consistency, and potential concerns. - Identify lending risks or missing information and escalate these to the appropriate broker. - Order and review credit reports and flag relevant concerns, including undisclosed liabilities or repayment issues. - Develop and apply knowledge of lender policies, credit requirements, and compliance standards. - Follow up with clients for outstanding or updated documentation. ### Application Submission and Lender Management - Package and submit complete loan applications with the required supporting documentation. - Track applications from submission through assessment, approval, documentation, and settlement. - Respond to lender requests and conditions promptly. - Coordinate with clients, brokers, lenders, Business Development Managers, and other relevant stakeholders. - Identify potential delays or risks early and proactively recommend or escalate next steps. ### Client Communication and File Management - Provide proactive, warm, and professional updates to clients throughout the application process. - Clearly communicate outstanding requirements, next steps, and relevant timeframes. - Answer client queries within the scope of the role and refer lending advice or credit decisions to the broker when required. - Maintain accurate CRM notes, tasks, statuses, timelines, and lender milestones. - Ensure every active file has a clear next action and appropriate follow-up. ### Compliance and Team Contribution - Maintain accurate, complete, and compliant loan files in line with internal processes and lending requirements. - Ensure documents are correctly named, stored, and easily accessible. - Handle confidential client information securely and professionally. - Participate in training, team meetings, file reviews, and process improvement initiatives. - Identify recurring bottlenecks and contribute practical ideas to improve efficiency, accuracy, and client experience. - Support other team members during busy periods and contribute to a collaborative, accountable team environment. ### Key Skills and Attributes - Strong attention to detail and accuracy - Excellent organisation and file management skills - Proactive problem-solving and risk identification - Professional client and stakeholder communication - Lending, credit, and financial document analysis - Ability to manage multiple applications and competing priorities - Strong sense of ownership and accountability - Commitment to continuous learning and process improvement - Collaborative team player with a high level of integrity ## Requirements ### Required / Essential Qualifications - Previous experience in lending support, mortgage broking, banking, credit, financial services, or a similar administrative role. - Strong ability to review financial documents, including bank statements, income information, liabilities, and supporting lending documentation. - Excellent written and verbal communication skills with the ability to communicate professionally with clients and stakeholders. - High attention to detail and accuracy when managing financial information, applications, and documentation. - Strong organisational and time management skills with the ability to manage multiple files and priorities simultaneously. - Proactive and solution-focused mindset with the ability to identify issues before they result in delays. - Comfortable working with numbers, financial information, and lending-related documentation. - Ability to learn and apply lender policies, credit requirements, compliance standards, and internal procedures. - Strong ability to work independently while recognising when issues need to be escalated. - High level of professionalism, confidentiality, accountability, and integrity. ### Preferred Qualifications - Previous Australian mortgage, lending, or mortgage broking experience. - Experience supporting loan applications from preparation through to settlement. - Familiarity with reviewing credit reports and identifying potential lending concerns or documentation gaps. - Experience using mortgage, CRM, document collection, or loan application systems. - Working knowledge of Australian lender policies and credit requirements. ### Required / Preferred Tools and Systems - CRM and client management systems - Loan application and lender submission platforms - Document collection and file management systems - Google Workspace or similar productivity tools - Credit reporting and lending research platforms ## Apply [Apply at D2B](https://apply.workable.com/d2b-1/j/C9D8C82A4D/apply) --- Powered by [Workable](https://www.workable.com)