Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Mortgage Loan Processing Loan Processing Microsoft Dynamics CRM Underwriting Data Entry Regulatory Compliance Loan Processing Federal Lending Reviewing Applications Financial Statement Analysis Credit Analysis Microsoft Dynamics CRM Numerical Analysis Outcome Interpretation Organizational Structure

Other Skills

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Information Gathering
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Quality Control
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Accountability
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Time Management
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Teamwork
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Detail Oriented
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Verbal Communication Skills
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Problem Solving

Roles & Responsibilities

Bachelor's degree or tertiary education in Finance, Business Administration, Accounting, or related field.
2-3+ years of experience as a Loan Application Specialist or in mortgage processing/financial services.
Experience using CRM systems such as ApplyOnline, Mercury, or BrokerEngine (advantage).
Strong written and verbal English communication skills with high attention to detail.

Requirements:

Submit loan applications and monitor them through to formal approval, ensuring accurate data entry and quality loan packaging.
Gather, prepare, and organize all required documentation; respond quickly to client needs and lender requests to minimize rework.
Enter information into CRM systems (ApplyOnline, Mercury, BrokerEngine), prepare electronic or manual lodgement forms, and attach NCCP documents to customer records.
Review loan documentation for compliance, assess applicant's credit status and financial position, and lodge approved applications to lenders while maintaining quality control and updating internal systems.

Job description

Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.

We are seeking a dedicated and organized Loan Application Specialist to join our team at D2B. In this remote role, you are responsible for submitting loan applications and monitoring them through to formal approval, providing support to the Brokers and Scenarios Team. With a strong focus on fast and accurate loan submissions and approvals, you will provide support for Brokers and Scenarios Team members, arranging effective communication between Client, Lenders, Valuers and other Stakeholders, to ensure that our clients receive the best possible service.

Position: Loan Application Specialist

Salary: PHP 60,000 - PHP 120,000/month

Working Hours & Conditions: Mondays to Fridays, 7:00AM to 4:00PM; full-time (remote)

Holidays: TBD

Responsibilities:

Understanding lender requirements, application approval process.
Ensuring exceptional quality of data entry and loan packaging
Prioritizing application submissions
Responding quickly to client needs and missing information requested by the lender
Gather more information required and rework to be minimized by getting application structured and submitted accurately
Enter information in CRM system (ApplyOnline, Mercury & BrokerEngine)
Prepare electronic or manual lodgement application forms
Prepare all NCCP documents & attach to customer’s CRM system
Collect and prepare all necessary documentation for the loan package
Review loan application documentation and identify non-compliant and missing information
Research applicant’s credit status and current ﬁnancial position by reviewing their credit report and bank statements thoroughly
Ensure that the application is compliant with the established regulations and policies of the lender.
Order valuations and pricing discounts
Prepare supporting documents in a single loan ﬁle and lodge the application to the Lender
Complete quality control documentation/checklists
Prepare FHOG/FHLDS documentations
Prepare and administer Discharge Authority documentation
Maintain and improve Atelier Wealth’s internal systems & processes
Update Atelier Wealth’s CRM system (BrokerEngine)

Requirements

Qualifications:

Bachelor’s degree or tertiary education, preferably in Finance, Business Administration, Accounting, or a related field.
Experience: minimum 2-3+ years as Loan Application Specialist or similar; prior experience in mortgage processing, loan applications, or financial services.
Technical Skills: Experience using CRM systems such as ApplyOnline, Mercury, or BrokerEngine is an advantage.
Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation.
Communication skills – written & verbal English
Strong cognitive abilities – verbal, numerical and data interpretation
Ability to work in a team and with minimal supervision
Highly organized, results-focused, and capable of managing multiple loan files simultaneously.
Demonstrates initiative, accountability, and a proactive approach to resolving issues.

Benefits