Mortgage Loan Processor

Pear Tree.

. Conduct pre-submission audits on home loan applications and verify supporting documentation.

Posted 10/7/2026full-timeRemote • PhilippinesMid-LevelSenior💰 ₱60,000 - ₱65,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in New Zealand mortgage administration and loan processing, with a strong focus on compliance, documentation accuracy, and client communication. Proficient in managing complex file structures and utilizing MYCRM and NZFSG platforms to enhance operational efficiency.

Highest-signal resume keywords

New Zealand Mortgage AdministrationMYCRM Platform ExperienceDocument Verification StandardsClient Communication SkillsCalendar Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingDocument VerificationFile Structure ManagementRefinancingLoan RestructuringTop-UpsRefixesCompliance ProtocolsQuality StandardsData Safeguarding

Soft Skills

Attention to DetailTime ManagementProactive Problem-SolvingClient-First Work EthicProfessional Communication

Tools & Technologies

MYCRMNZFSGMicrosoft OutlookMicrosoft 365Google Workspace

Certifications & Qualifications

Financial Services QualificationBusiness Administration Qualification

Industry Keywords

Home Loan ApplicationsLender Submission PortalsValuation Ordering SystemsDischarge WorkflowsBroker Support

About the role

Key responsibilities & impact

Conduct pre-submission audits on home loan applications and verify supporting documentation.
Identify missing or inconsistent data, initiate corrections, and follow up with clients.
Prepare submission-ready loan packages for new home loans, refinancing, restructuring, top-ups, and refixes.
Ensure applications and client files meet internal quality standards and compliance protocols.
Provide clients with progress updates and explain requirements by phone and email.
Manage post-settlement reviews, refix reminders, birthday communications, and Google review requests.
Manage electronic client files, naming conventions, folder hierarchies, and version control.
Maintain records, file notes, and activity logs in MYCRM and NZFSG.
Audit pipeline files for missed deadlines, outstanding conditions, and compliance requirements.
Safeguard sensitive personal and financial data.
Coordinate with lenders, banks, conveyancers, solicitors, real estate agents, and valuers.
Support advisers with lending option summaries, strategy preparation, and client meeting documentation.
Manage the Company Director’s inbox, calendar, appointments, and client contact database in Microsoft Outlook.
Contribute to continuous improvement of checklists, procedures, and administrative workflows.

Requirements

What you’ll need

Demonstrated background in New Zealand mortgage administration, loan processing, broker support, or banking/financial services administration.
Proven, hands-on experience utilizing MYCRM and NZFSG platforms is strictly required.
Deep working knowledge of the New Zealand residential home-loan application lifecycle and document verification standards.
Superior written and verbal English communication skills with a professional telephone manner and uncompromised numerical accuracy and attention to detail.
Reliable high-speed internet connection, a dedicated quiet home-office setup, and availability to work aligned with New Zealand business hours.
Advanced familiarity with lender submission portals, valuation ordering systems, pricing requests, settlements, and discharge workflows preferred.
Demonstrated experience handling complex file structures including refinancing, loan restructuring, top-ups, and refixes preferred.
Prior experience managing director-level calendar management, client review schedules, and proactive refix retention campaigns preferred.
Formal qualifications in Financial Services, Business Administration, or related disciplines preferred.
Methodical, detail-oriented mindset; outstanding time management; proactive problem-solving; client-first work ethic; and comfort with Microsoft 365/Google Workspace, CRM software, and workflow trackers.