Loan Processor

Pear Tree.

. Support administration of loan applications from onboarding through settlement.

Posted 11/10/2026contractRemote • PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in loan application administration, including document management, client communication, and tracking application progress. Proficient in using InFynity (Finsure) CRM and maintaining accurate records while ensuring compliance with lending requirements.

Highest-signal resume keywords

InFynity (Finsure) CRMMortgage Application ProcessingDocument Management SkillsAttention to DetailClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Application AdministrationDocument VerificationApplication Data EntryApplication TrackingCredit AssessmentLending RecommendationsWorkflow DocumentationApplication Conditions ManagementSpreadsheetsTask Tracking

Soft Skills

Strong OrganisationIndependenceGood JudgementProfessional CommunicationConfidence in Follow-Up

Tools & Technologies

Email Management ToolsDigital Document Management ToolsGo High Level

Industry Keywords

Australian Mortgage BrokerHome Loan ApplicationsRefinanceConstruction FinanceCommercial FinanceAsset Finance

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

Support administration of loan applications from onboarding through settlement.
Collect, organise and check client documents against application requirements.
Follow up missing or outdated income, identity, asset and liability information.
Prepare complete application files for broker review.
Assist with application data entry and lender submission preparation.
Track application progress, outstanding conditions and key dates.
Maintain accurate client, contact and application records in InFynity (Finsure).
Update application stages, notes, tasks and follow-up dates.
Organise digital client files and supporting documents.
Establish consistent CRM and file-management processes.
Identify missing information or record discrepancies and raise them promptly.
Follow up with lenders regarding application status, requirements and next steps.
Coordinate information and documents with clients and relevant parties as directed by the broker.
Monitor lender conditions and follow up requests within required timeframes.
Keep the broker informed of progress, delays and potential issues.
Provide clients with administrative updates using approved instructions and messaging.
Track applications through approval, documentation and settlement milestones.
Confirm documents and records are complete before closing files.
Assist with post-settlement administration and client follow-up.
Maintain clear records of actions and communications.
Credit assessment, loan structuring and lending recommendations remain with the broker.

Requirements

What you’ll need

InFynity (Finsure) CRM — essential
Email and digital document-management tools
Spreadsheets and task trackers, as required
Ability to learn and help document new workflows as additional systems are introduced
Experience processing mortgage or finance applications.
Strong administrative coordination and document-management skills.
Experience using InFynity (Finsure) or confidence learning it quickly.
High attention to detail and accuracy when handling financial and personal documents.
Strong organisation and ability to track multiple applications and deadlines.
Professional written and spoken English.
Confidence following up with clients and lenders.
Ability to work independently, keep the broker informed and escalate issues promptly.
Good judgement when handling confidential client information.
Experience supporting an Australian mortgage broker or finance business.
Familiarity with home loan, refinance, construction, commercial or asset finance applications.
Experience managing application conditions through to settlement.
Go High Level experience (for future lead generation management)

Benefits

Comp & perks

100% Work From Home – no daily commute, office attendance or relocation.
Independent Contractor Arrangement – an opportunity to work independently under a service engagement rather than traditional employment.
Professional Autonomy – candidates provide their own home-office setup and manage their working environment.
Australian Business Exposure – direct experience supporting an Australian mortgage and finance broker.
Potential Tax Efficiency and Competitive Professional Fee