D2B
Financial Services
LoanProcessing&ClientLiaisonSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Loan Processing & Client Liaison Specialist at D2B. Skills: Loan processing, Client liaison, Credit analysis support. Lodge loan applications. Manage electronic signing”
What You'll Achieve.
Produce faster outcomes; Produce higher-volume outcomes
Industry & Context.
Scenario assessment; Credit analysis
What They're Looking For.
Must Have
Demonstrated experience in home loan submissions, Working knowledge of lender criteria, Prior experience inside an Australian mortgage broker, Proficiency in Infynity, Metanoia, Apply Online, Excellent written and spoken English, Highly organised, self-directed, and reliable
Nice to Have
Experience reviewing financial documents, Exposure to serviceability calculators, Familiarity with MIR management, Familiarity with lender settlement processes, Aspiration to grow into credit analyst role
What You'll Do.
Lodge loan applications
Manage electronic signing
Submit loan applications
Chase clients for documents
Track active applications
Monitor lender progress
Collect and submit MIRs
Inform clients of status
Liaise with conveyancers
Carry deals to settlement
Deal with post-settlement enquiries
Handle inbound client enquiries
Follow up with clients
Support director with callbacks
Review client documents
Relabel client documents
Identify gaps and inconsistencies
Run serviceability calculations
How You'll Work.
Team & Collaboration
Tight-knit team; Senior para-broker; Director
Communication Scope
Client communication; English proficiency
Full Job 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
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