Loan Processor

• Partner directly with mortgage advisors to prepare complete, high-quality loan application packages, review documentation for accuracy, and assist with lender submissions.
• Use Cowork skills to generate accurate mortgage outputs, maintain comprehensive file/diary notes, and draft clear lender communications.
• Maintain precise client records and ensure documentation meets business, lender, and regulatory compliance standards.
• Leverage AI tools in daily operations to support AI-assisted outputs.
• Identify manual inefficiencies and contribute to creating, testing, and refining AI agents and workflow automations, including Microsoft Copilot and Microsoft Power Platform.
• Manage a fast-paced, high-volume pipeline, prioritize tasks independently, and anticipate advisor needs.

Senior parabroker processing NZ mortgages for a specialized financial services brokerage

Senior Parabroker, Loan Processor

Senior parabroker processing New Zealand mortgage applications for a specialized financial services brokerage. Managing compliance, lender communications, and AI-powered workflow automation remotely.

• Managing the mortgage loan process from application to closing.
• Gathering and verifying financial information.
• Reviewing loan applications for compliance.
• Liaising between the borrower and underwriter.
• Working with mortgage aggregators for smooth loan approval process.
• Collecting and reviewing loan applications and supporting documents.
• Conducting credit checks and cross-checking with disclosed liabilities.
• Ensuring all loan applications comply with Australian lending regulations.
• Acting as a liaison between borrowers, underwriters, mortgage aggregators, and stakeholders.
• Ordering valuations and managing post-approval to settlement process.
• Preparing and submitting loan files to mortgage lenders and banks for approval.
• Tracking and following up on loan applications for timely processing and approval.
• Providing exceptional customer service to borrowers, answering questions and guiding them through the loan process.

Loan Processor managing mortgage loan processes for Wingman Group

Loan Processor at Wingman Group handling mortgage loan processes from application to closing. Gathering financial data, ensuring compliance, and providing support throughout the loan approval process.

• Collect, review, and verify all client documentation (income, ID, assets/liabilities, statements)
• Complete loan applications accurately in line with lender requirements
• Follow up on missing documentation
• Prepare submission-ready loan files
• Manage the loan pipeline from submission through to settlement
• Track application progress, conditions, and deadlines
• Liaise with brokers, lenders, clients, and third parties
• Assist with collation of information from lenders for loan/annual reviews
• Ensure loan files meet regulatory and lender requirements
• Maintain audit-ready documentation
• Provide brokers with timely status updates
• Communicate professionally with clients

Offshore Loan Processor supporting Australian mortgage brokerage team

Offshore Loan Processor with 2–3 years' experience supporting Australian mortgage brokerage team. Responsible for loan processing, administration, and client interactions.

Loan Processor jobs in Philippines

See all jobs on JobTailor

Senior Parabroker, Loan Processor

Loan Processor

Loan Processor