Job Description
About Us
Outsourced. ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1,000 talented professionals.
Position Overview The Mortgage Loan Processing / Broker Support Officer will assist in managing the administrative and operational components of loan applications from enquiry through to settlement and annual review. The role requires strong attention to detail, excellent organisational skills and prior experience supporting Australian mortgage brokers or lenders. The successful candidate must be capable of managing multiple files simultaneously while maintaining high service standards, accurate CRM management and proactive communication with lenders, clients and stakeholders Key Responsibilities CRM & Workflow Management - Maintain and update all client records, pipeline stages and workflow activities within Mercury (Connective platform)
- Ensure all file notes, compliance records and supporting documentation are uploaded and maintained accurately
- Monitor application milestones and proactively manage workflow progression
- Maintain accurate tracking of outstanding items, lender requirements and settlement timelines
- Assist in maintaining annual review and client retention workflows
Loan Processing & Broker Support - Support brokers with end-to-end loan processing from enquiry through to settlement
- Collect, review and organise client documentation
- Conduct servicing inputs and data entry based on broker instructions
- Prepare lender submission checklists and assist with application packaging
- Manage lender follow-ups and stakeholder communication throughout the application process
- Liaise with lenders, BDMs, valuers, solicitors and clients where required
- Order valuations and monitor valuation progress and outcomes
- Track and manage outstanding settlement conditions and post-approval requirements
- Coordinate settlement requirements to ensure timely completion
- Assist with annual review preparation, including collection of updated financial information and supporting documents
Compliance & File Quality - Ensure all files are maintained in accordance with Australian compliance and privacy requirements
- Maintain complete audit trails and accurate file records within Mercury
- Ensure all supporting documentation is correctly categorised and stored
- Participate in internal compliance reviews and file audits
- Adhere to internal policies, procedures and service standards at all times
Skills & Experience Required Essential Requirements - Previous experience supporting Australian mortgage brokers or lenders
- Experience using Mercury via Connective
- Understanding of Australian residential lending processes
- Experience with ApplyOnline and lender submission systems
- Strong written and verbal English communication skills
- High attention to detail and organisational skills
- Ability to manage multiple files and competing deadlines
- Strong follow-up and time management skills
- Proficiency in Microsoft Office and cloud-based workflow systems
Work Location - Hybrid work set up
- Monday to Friday; 10:00 AM - 7:00 PM Sydney time
- Should have strong internet connection (minimum of 20 mbps)
- Should have own Laptop/PC (minimum of i5 8GB RAM)
Note: As part of our recruitment process, we conduct a background check on all hired candidates. Please ensure that all required documents are prepared and submitted promptly.
By clicking on the "I'm Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
