Loan Processor (InFynity/Finsure)

Location: Remote from Metro Manila, Philippines; 100% work from home with no office attendance or relocation.

Company

hirify.global supports an Australian mortgage and finance broker through loan application processing and administrative coordination.

What you will do

• Support mortgage and finance applications from onboarding and document collection through lender submission, approval, documentation, and settlement.
• Collect, organise, check, and maintain client, application, income, identity, asset, liability, and lender-condition documents.
• Maintain accurate client and application records in InFynity (Finsure), including stages, notes, tasks, follow-up dates, and digital files.
• Follow up with clients, lenders, and relevant parties regarding missing information, outstanding requirements, application status, and next steps.
• Track milestones, deadlines, settlement requirements, and post-settlement administration while keeping the broker informed of delays and issues.
• Help establish consistent CRM, file-management, and workflow documentation processes as additional systems are introduced.

Requirements

• Experience processing mortgage or finance applications.
• Strong administrative coordination, organisation, document-management, and deadline-tracking skills.
• InFynity (Finsure) CRM experience is essential, or confidence learning it quickly.
• High attention to detail and accuracy when handling confidential financial and personal documents.
• Professional written and spoken English.
• Confidence following up with clients and lenders.
• Ability to work independently, keep the broker informed, and escalate issues promptly.
• Good judgement when handling confidential client information.
• Ability to use email, digital document-management tools, spreadsheets, and task trackers, and to learn and document new workflows.

Nice to have

• Experience supporting an Australian mortgage broker or finance business.
• Familiarity with home loan, refinance, construction, commercial, or asset finance applications.
• Experience managing application conditions through to settlement.
• Go High Level experience for future lead generation management.

Culture & Benefits

• 100% work from home with no daily commute or office attendance.
• Independent contractor arrangement under a service engagement rather than traditional employment.
• Professional autonomy with responsibility for providing a home-office setup and managing the working environment.
• Direct exposure to an Australian mortgage and finance business.
• Potential tax efficiency and a competitive professional fee.