Offer summary

Qualifications:

2+ years of experience in loan processing, credit analysis, or financial administration., Proficient in preparing and submitting loan applications using systems like ApplyOnline and LoanApp., Strong organizational skills with the ability to manage multiple applications and deadlines., Familiarity with compliance documentation and regulatory requirements in the lending process..

Key responsibilities:

Prepare and submit loan applications with accuracy and completeness.

Coordinate property valuations and negotiate pricing with lenders.

Manage changes to existing loans and ensure correct documentation is submitted.

Support marketing initiatives and client events to enhance business development.

Job description

This is a remote position.

AU Mortgage Loan Processor

Background

At PeoplePartners, we’re more than just financial services—we’re the pathway to achieving dreams. Whether it’s securing that first home, refinancing for a better deal, or managing investments, our team makes it happen with precision and care.
That’s where you come in. As our new Mortgage Loan Processor, you’re the maestro behind the scenes, turning applications into approvals with accuracy, efficiency, and a touch of flair. If you love the details, thrive on organization, and get a kick out of seeing a client secure their dream home—you’re exactly who we need.

About the AU Mortgage Loan Processor Role

This isn’t your typical back-office role. As our Mortgage Loan Processor, you’ll be the crucial link between our clients and their lending solutions. You’ll handle everything from prepping loan scenarios to processing variations with lenders—all while keeping documentation compliant and clients happy.
You’ll work with mortgage brokers to assess client needs, prepare applications, and follow through until that glorious "Approved" message hits the inbox. Your role is critical in ensuring smooth, accurate, and compliant loan processing that sets clients up for success.

Your Key Responsibilities

Loan Preparation & Submission:

Prepare loan scenarios using lender calculators and policy guides.
Collect and review client documents (ID, payslips, bank statements, etc.).
Enter application data into lender systems (ApplyOnline, LoanApp).
Ensure accuracy and completeness before submission.

Order Valuations & Request Pricing:

Arrange property valuations through lender portals.
Submit pricing requests to lenders and negotiate rate discounts.
Follow up on valuation reports to ensure timely delivery.

Handle Loan Variations:

Manage changes to existing loans (e.g., fix-to-variable, split loans, redraws).
Liaise with lenders and clients to ensure correct documentation is submitted.

Compliance & Documentation:

Generate and complete compliance documents (Credit Quotes, Credit Guides, Preliminary Assessments).
Ensure all regulatory requirements are met (NCCP Act, Best Interest Duty).

Marketing & Business Development Support:

Assist with content scheduling, social media posts, newsletters, and CRM marketing automation.
Support client events or promotions as needed.

Requirements

About YOU

You’re detail-obsessed and have a knack for catching errors before they become problems.
You understand the lending process like the back of your hand—you’re the one people turn to when they need it done right.
Your organizational skills are second to none; juggling multiple applications and keeping tabs on deadlines is your superpower.
You’re proactive, responsive, and communicate clearly and confidently.
You work well under pressure and keep your cool when deadlines are tight.
People describe you as reliable, precise, and supportive—you just get things done.

About YOUR Work History

You’ve got 2+ years of experience in loan processing, credit analysis, or financial administration.
You know how to prepare and submit loan applications through systems like ApplyOnline, LoanApp, or Simpology.
You’ve handled valuations, compliance documentation, and loan variations without breaking a sweat.
You’re experienced in Microsoft Office, CRM systems, and document tracking platforms.
If you’ve done any marketing support—like scheduling content or managing newsletters—that’s a plus.

About the Culture YOU Thrive In

You’ll love it here if you thrive in a team that’s sharp, supportive, and always looking for ways to do things better. We believe in collaboration, a good sense of
humor, and celebrating wins—both big and small.
We don’t believe in micromanagement—you’ll get the trust and autonomy to do what you do best. But we’re always here if you need a hand or a laugh. If you’re
proactive, love process, and get joy out of seeing things run smoothly, you’ll fit right in.

Key Responsibilities YOU Can’t Wait to Do

Preparing and submitting flawless loan applications.
Coordinating valuations and negotiating pricing with lenders.
Managing loan variations with precision and speed.
Keeping compliance documentation spot-on and ready for audits.
Supporting marketing and client events that make us stand out.

How YOU Will Be Measured

Loan Application Accuracy: Ensuring all data is correct, complete, and ready for submission.
Valuation & Pricing Efficiency: Smooth, timely processing of valuations and rate negotiations.
Compliance Adherence: Accurate documentation that ticks all regulatory boxes.
Client Satisfaction: Positive feedback from clients and brokers.
Turnaround Times: Quick, error-free processing of applications and variations.

When & Where YOU Will Work

Work Hours: Monday to Friday, 7:00 AM – 4:00 PM AEST
Location: Work from home (PH-based)

Ready to Join Us?
If you’re the kind of person who loves a perfectly submitted loan application, thrives on deadlines, and enjoys helping people achieve their financial dreams—we want to meet you.
Apply now and help us make home ownership dreams a reality.

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary Wi-Fi Modem
21 Leave Credits Annually - Leave benefits begin on Day 1.
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
Work-Life Balance
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes