# Loan Processing & Client Liaison Specialist

> D2B · Metro Manila, Philippines (Remote) · Full-time · Posted 2026-06-03

**Salary:** unknown currency 60,000–75,000

**Workplace:** remote

**Department:** RecOps

## Description

**Position**: Loan Processing & Client Liaison Specialist

**Salary**: ₱60,000 – ₱75,000/month

**Working Hours & Conditions**: Aligned with Australian hours; full-time - remote

**OVERVIEW**:

We are a growing Australian mortgage broking business looking for a skilled, motivated professional based in the Philippines to join our tight-knit team of three. This is a genuine career-building opportunity — not a general VA role.

You will start by owning our loan lodgement and post-submission pipeline (currently managed by our loan processor), then progressively take on credit analysis and scenario assessment support (currently managed by our para-broker). Over time, the right person will become integral to our end-to-end deal flow.

We are looking for someone with direct experience inside an Australian mortgage broker office. You must understand how home loan submissions work — not in theory, but in practice.

  
**RESPONSIBILITIES**:

-   Phase 1 – Core Responsibilities (Loan Processing):

-   Application Lodgement & Management:

-   Data entry into Infynity / Metanoia and Apply Online
-   Prepare and manage electronic signing of all application forms
-   Submit completed loan applications to lenders
-   Chase clients for outstanding documents and ensure application completeness

-   Post-Submission & Progress Monitoring

-   Track all active applications and proactively monitor lender progress
-   Respond to MIRs (Missing Information Requests) — collect, compile, and submit to lenders
-   Keep clients informed throughout — application status, lender feedback, next steps
-   Liaise with conveyancers/solicitors and lenders' settlements teams
-   Carry deals through to settlement
-   Deal with Post-Settlement Enquiries

-   Client Communication:

-   Handle inbound client enquiries professionally, with clear and warm English
-   Keep client interaction alive with timely outbound follow-ups
-   Support the director with callbacks to existing and prospective clients

-   Phase 2 – Expanded Responsibilities (Credit Support):

-   As you develop confidence in the role, you will take on credit analysis support to help our para-broker focus on scenario-building and BDM conversations:

-   Review and relabel client documents (payslips, tax returns, statements, liabilities)
-   Identify gaps, inconsistencies, or red flags before submission
-   Add relevant client data into the Fact-Find
-   Run serviceability calculations independently
-   Support the para-broker in producing faster, higher-volume outcomes

## Requirements

**QUALIFICATIONS**:

-   Essential (Required):

-   Demonstrated experience in home loan submissions to multiple Australian lenders
-   Strong working knowledge of lender criteria, serviceability, and the end-to-end loan process
-   Prior experience inside an Australian mortgage broker or aggregator environment
-   Proficiency in Infynity, Metanoia, Apply Online, or equivalent broker software
-   Excellent written and spoken English — warm, professional, and client-ready
-   Highly organised, self-directed, and reliable under time pressure

-   Highly Regarded (Not-Required):

-   Experience reviewing and assessing financial documents (payslips, tax returns, BAS, liabilities)
-   Exposure to serviceability calculators across multiple lenders
-   Familiarity with MIR management and lender settlement processes
-   Aspiration to grow into a credit analyst or para-broker equivalent role

## Benefits

**WHAT WE OFFER**:

-   A clearly defined growth pathway — from loan processing into credit analysis
-   Direct mentorship from our senior para-broker and director
-   Stable, full-time remote employment with a committed Australian business
-   A supportive, no-nonsense team culture where results are recognised
-   Long-term opportunity for the right person who wants to genuinely build expertise in Australian mortgage broking

## Apply

[Apply at D2B](https://apply.workable.com/d2b-1/j/FD5E74D96B/apply)

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