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(CG) Junior Credit Analyst / Mortgage Credit Support - 044

D2B · Remote, Philippines

Banking & Financial ServicesEntry LevelRemoteQuick applyfull-time5 months ago

About The Role

  • Working Hours: Mondays to Fridays, 7:00am to 4:00pm Philippine Time
  • Work set-up: 100% Remote work

Holidays: Australian Public Holidays

Key Responsibilities

Pricing & Valuations Management

  • Order, track, and manage pricing and valuation requests across multiple lenders
  • Review valuation reports and pricing outcomes to ensure alignment with loan objectives and broker instructions
  • Identify and flag discrepancies, issues, or anomalies in valuation results that may impact lending strategy
  • Maintain accurate records and tracking of all pricing and valuation activity

Loan Application Support & Documentation

Support Mortgage Brokers and Senior Credit Support Analysts with administrative and repetitive tasks required to package loan applications for submission

Assist with

  • Quickli calculator load-ups (data input only)
  • Data entry in Sale Trekker
  • Preparation of lender submission folders
  • Indexing and organizing client documentation
  • Maintaining internal tracking sheets

Collect, review, and accurately file client documents, including

Payslips

  • Tax returns
  • Bank statements
  • Financial statements
  • Coordinate documentation between clients, lenders, and internal processing teams

Support brokers with

  • Appointment confirmations
  • Preparing appointment packs and meeting materials
  • Ensure loan files are well-organized, complete, and compliant prior to submission

Credit & Mortgage Support (Junior-Level)

  • Conduct preliminary support checks related to borrowing capacity and eligibility under broker guidance
  • Assist in preparing loan product comparisons and shortlists
  • Support credit workflows without responsibility for independent credit decision-making
  • Maintain strong attention to detail to ensure file readiness and process adherence
  • Note: This role does not require independent serviceability calculations or full credit assessment ownership.

Requirements

Qualifications & Experience

  • Minimum 2+ years’ experience in mortgage processing, loan administration, or credit support
  • Basic understanding of Australian mortgage lending, including pricing and valuation processes
  • Familiarity with Australian lenders and lending products

Proficiency with CRM systems and loan platforms such as

Mercury CRM (preferred)

Sale Trekker

  • Digital document management systems
  • Exposure to CoreLogic / Cotality, X-Source, or Stryd is an advantage
  • Strong organizational skills with high attention to detail
  • Visit the company's website for more information
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