Mortgage Loan Processor (New Zealand Mortgages)

Location: Remote from Manila, Philippines; working hours aligned with New Zealand business hours

Salary: PHP 60,000–65,000 per month

Company

Mortgage advisory firm supporting first-home buyers, homeowners, and property investors across lending, refinancing, restructuring, settlements, refixing, and ongoing lending reviews in New Zealand.

What you will do

• Audit residential home-loan applications, verify identification, income, bank statements, liabilities, assets, and property documentation.
• Prepare submission-ready packages for new loans, refinancing, restructuring, top-ups, and refixes.
• Maintain accurate client files, file notes, activity logs, and compliance records in MYCRM and NZFSG.
• Communicate with clients, lenders, banks, conveyancers, solicitors, valuers, and real estate agents to resolve conditions and track progress.
• Provide advisers with lending comparisons, strategy materials, and client meeting documentation.
• Support the Company Director with inbox management, calendar scheduling, database maintenance, and workflow improvements.

Requirements

• Experience in New Zealand mortgage administration, loan processing, broker support, or banking and financial services administration.
• Hands-on experience with MYCRM and NZFSG is required.
• Strong knowledge of the New Zealand residential home-loan application lifecycle and document verification standards.
• Excellent written and verbal English communication, professional telephone manner, numerical accuracy, and attention to detail.
• Reliable high-speed internet, a dedicated quiet home office, and availability during New Zealand business hours.
• Strong time management, ownership, problem-solving, client service, and ability to manage multiple application pipelines and settlement deadlines.

Nice to have

• Recent New Zealand residential lending experience in a mortgage brokerage.
• Familiarity with lender portals, valuation ordering, pricing requests, settlements, and discharge workflows.
• Experience with refinancing, restructuring, top-ups, refixes, client review schedules, and retention campaigns.
• Financial Services, Business Administration, or related qualifications.

Culture & Benefits

• Remote work from Manila with a dedicated home-office setup.
• High-ownership role focused on accurate, efficient, and client-first mortgage operations.
• Opportunity to improve checklists, standard operating procedures, and scalable administrative workflows.
• Work with cloud-based platforms including Microsoft 365, Google Workspace, CRM software, and workflow trackers.