Mortgage Loan Processor (Remote)
D2B · Remote · Manila, Philippines · Remote
Posted Oct 7, 2026
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Position : Mortgage Loan Processor
Salary : Php 60,000 to Php 65,000
Working Hours : New Zealand Business Hours
ABOUT THE COMPANY:
The company is a premier New Zealand mortgage advisory firm dedicated to guiding first-home buyers, existing homeowners, and property investors through customized lending, refinancing, restructuring, and property-finance solutions. Operating across the end-to-end mortgage lifecycle—from initial inquiry and application preparation to approval, settlement, refixing, and ongoing lending reviews—the company delivers exceptional service and trusted expertise to clients across the region.
ROLE OVERVIEW:
We are seeking a high-caliber Mortgage Loan Processor to provide comprehensive, end-to-end operational and administrative support to our Company Director and Mortgage Advisers. In this high-impact role, you will take ownership of client file management, verify application documentation, maintain MYCRM and NZFSG systems, and coordinate directly with lenders, conveyancers, and clients.
Your core objective is to drive pipeline efficiency, accelerate application turnaround times, eliminate administrative bottlenecks for advisers, and maintain an exceptional, high-touch experience for our clients.
RESPONSIBILITIES:
Loan Processing & Application Preparation
Conduct rigorous pre-submission audits on home loan applications, verify completeness against strict checklists, and validate supporting documentation (ID, income, bank statements, liabilities, assets, property data).
Proactively identify missing or inconsistent data, initiate corrections, and follow up directly with clients to request outstanding verification items.
Prepare, organize, and assemble submission-ready loan packages for new home loans, refinancing, restructuring, top-ups, and refixes.
Ensure all application packages and client files adhere to strict internal quality standards and compliance protocols; escalate complex or non-standard matters to advisers promptly.
Client Experience & Communications
Act as a key client point of contact throughout the lending journey, providing transparent progress updates and explaining requirements via phone and email.
Manage post-settlement relationship touchpoints, including executing client review schedules, refix-review reminders, birthday communications, and Google review requests.
File, CRM & Document Management
Manage electronic client files in strict compliance with standardized file naming, folder hierarchy, and version-control protocols.
Maintain real-time, comprehensive records, file notes, and activity logs across MYCRM and NZFSG platforms.
Routinely audit pipeline files to ensure zero missed deadlines, outstanding conditions, or untracked compliance requirements.
Safeguard sensitive personal and financial data in alignment with strict privacy and security standards.
Stakeholder Coordination & Adviser Support
Interface directly with lenders, banks, conveyancers, solicitors, real…