Loan Processor - ansmt
Mortgage Loan Processor
📍 Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment.
Are you detail-oriented, organised, and passionate about helping clients through the loan process? We’re looking for a skilled Mortgage Loan Processor to join our team and ensure smooth, accurate, and timely loan submissions from application through settlement.
What You’ll Do:
📄 Document Management
Send document checklists to clients
Follow up on missing or incomplete requirements
Verify the accuracy and validity of documents
💰 Lender Pricing & Proposal Preparation
Complete lender pricing requests
Order valuations when needed
Review lender policies to ensure accurate loan structuring
Prepare high-quality credit proposals
📥 Data Entry & Loan Submission
Enter client and loan data into CRM and lender portals
Upload all supporting documentation
Submit the full loan application to the lender
🔄 Managing Conditions & Client Follow-ups
Gather outstanding documents to satisfy lender conditions
Coordinate closely with clients to ensure timely completion
Present final files for broker review before re-submission
🏡 Valuation Coordination
Order valuations (if not done earlier)
Follow up on valuation progress and address any valuation concerns
✔️ Formal Approval & Settlement Prep
Communicate formal approval updates to both broker and client
Assist in preparing the file for the settlement stage
Skills & Competencies:
Strong experience or background in SalesTrekker (SalesTrekker proficiency is a big advantage!)
High attention to detail and excellent follow-through
Strong communication and coordination skills
Ability to thrive in a fast-paced, client-focused environment
Technical Requirements:
Equipment is self-provided
USB Headset with Noise Cancellation feature
Working Webcam
Computer with at least 1.5 GHz processor and at least 8GB RAM
Main Internet Service Speed: at least 50 Mbps cable connection
Backup Internet Service Speed: at least 25 Mbps
Dual Monitor
Contractor Perks & Rewards:
20 Paid Time Off
Referral Bonus – 70 AUD per successful referral to the Wingman platform (paid at 1st month mark with a client contract).
Annual Trip – connect with the broader Wingman community in person.
Dedicated Support Contact (CSM) – someone to help you succeed and stay connected.
Access to a Network – collaborate with fellow contractors and onshore specialists.
Opportunities to Upskill – optional sessions, peer learning, and developmental pathways.
More Work, More Opportunity – potential for additional contracts, Statements of Work, or expanded workloads.
High-Impact Projects – work alongside top-tier Australian partners on meaningful assignments.
Flexibility First – deliver your work in your way, with full autonomy on how you achieve outcomes.
Advisory Support – HR, Tax, and setup guidance available to make contracting seamless.
100% Work-From-Home Contracts – all engagements designed for remote delivery.
Pre-engagement requirements for Independent Contractors:
BIR as you are a contractor (Required to submit any contributions required by the government.)
NBI or Police Clearance
Any Government-issued ID
Please note:
Only qualified candidates will be invited for an interview.
Only qualified candidates will be invited for an interview.
As published by recruitee · 45 questions · 7 written answers
Basics
Full name, Email, CV, Phone
Short answers (14)
- If Yes, please fill-out their name below: optional
- If yes, please explain briefly.
- What is the difference between an Owner-Occupied Property and Investment Property?
- What documentation is required for a mortgage broker to determine Self Employed Income?
- For Currently Employed Applicants, what motivated you to apply for this position while still employed?
- If offered the position, when would you be available to start?
- If you have held multiple positions in a short timeframe. Can you explain the reasons for changing jobs frequently?
- For Unemployed Applicants, can you explain the reasons for your current unemployment?
- Name
- Relationship
- Email Address
- Contact Number
- Company
- Company Email Address
Pick from a list (17)
- This is a WFH set-up and the shift schedule starts from 7AM to 4PM MNL time, Mondays to Fridays only. Are you able to work these hours?
- Were you referred to us by an existing staff member?
- Would you be open to weekend work if required?
- Are you willing to comply with BIR self-registration as part of the pre-employment process? Note: This is mandatory and you will be required to have it sorted prior to starting with a client
- How many years of Australian Mortgage Broker experience do you have?
- Have you worked with other international clients or teams, particularly from countries like: Australia, the United States, New Zealand or UK?
- If yes, which international clients or teams have you worked with?
- Which areas of Mortgage Broker do you have experience in? (Select all that apply):
- Are you comfortable communicating with clients, vendors, and team members via call, text, email or other communication channels?
- Do you know what the differences are between the following loans: • Pre-Approval • Refinance • Construction • Purchase
- Do you have a dual monitor?
- Do you have a work from home location that has minimal noise, sufficient space, and can be closed off to others?
- Are you to provide the following pre-employment requirements: - BIR tax - NBI or Police Clearance - Government ID
- I understand that as part of Wingman’s Cyber Security Program, system monitoring and safety tools will be installed. These tools help ensure that Wingman and its associates remain secure, and also support the generation of accurate timesheet data.
- Please confirm that you understand your independent contractor agreement/contract will be under Singapore Law and the entity named Philippines Resources Pte. Ltd.
- Please confirm you accept your contract will be sent to you by our Singapore team and you may have to engage with them as well as the Philippines team for contract questions.
- I HEREBY AUTHORIZE Wingman Outsourcing to investigate my background and qualifications for purposes of evaluating whether I am qualified for the position to which I am applying. I consent to the processing of my personal information that are necessary and relevant to evaluate my application. I understand that Wingman Outsourcing may also utilize an outside firm/s to assist it in checking the veracity of information, and I specifically authorize such investigation by outside firms that may be hired by Wingman Outsourcing. I also understand that I may withhold my permission and that in such a case, no investigation will be done, and my application for employment will not be processed.
Written answers (7)
- Please briefly outline your relevant experience, including the types of clients you have worked with and the mortgage products you have dealt with.
- Which CRM software have you used in your previous roles? Please list all the CRM tools you use daily. (e.g., Mercury CRM, Self-Employed, PAYG, HubSpot) and indicate your level of proficiency for each. (Beginner, Intermediate, Advanced).
- What other tools or software relevant to mortgage broking do you have experience using? (e.g., comparison tools, processing software)
- What day-to-day communication tools have you used? Please share your experience with any communication platforms (e.g., Slack, Microsoft Teams, Zoom) that you've utilized.
- What Mortgage Broking softwares are you familiar with? (List them below)
- What experience with Australian Aggregators do you have?
- Is there a part of the process are you not comfortable around & need more support/training in?
Attachments (7)
- Specs of your device
- Main Internet Speed
- Back-up Internet Speed
- Please attach a picture of your equipment
- If yes, please attach a picture of your work set-up
- English Proficiency Test Result
- Personality Test Result