WorkNow
Pear Tree. logo

Mortgage Loan Processor

Pear Tree.
External
Company
remote
full-time
Salary not disclosed

Posted 26 days ago

You'll complete your application on Pear Tree.'s career site.

About the Role

We are looking for a committed Mortgage Loan Processor to facilitate financial operations, with a primary focus on the New Zealand market. Based remotely in the Philippines, you will assist clients across Australia, the UK, and the US by overseeing the complexities of mortgage applications. You will serve as a key member of an expert team dedicated to maintaining efficient, compliant, and client-centric home loan procedures within a secure and high-standard offshore setting. This role is tailored for a precise individual who thrives in administrative functions and enjoys partnering with diverse stakeholders, such as real estate experts, solicitors, and lenders. You will assist advisors in developing loan plans and overseeing vital client records throughout the full life cycle of a home loan. This position allows you to utilize your mortgage administration background to refine complex workflows and improve operational efficiency.

Requirements

  • You must have significant experience in New Zealand financial services, loan processing, or mortgage administration.
  • Practical, professional experience operating within the NZFSG and MYCRM systems is mandatory.
  • You should possess extensive knowledge of the New Zealand home loan process and the standards for verifying documentation.
  • Strong verbal and written proficiency in English is vital, alongside exceptional attention to detail and numerical accuracy.
  • You must provide a dedicated, quiet home workspace equipped with a stable, high-speed internet connection and maintain availability during New Zealand business hours.
  • You are required to be proficient in Google Workspace, Microsoft 365, and CRM applications.
  • A proactive, methodical, and client-focused attitude is highly sought after, and a formal degree in Business Administration or Financial Services is viewed as a plus.

Responsibilities

  • You will perform pre-submission reviews on home loan applications and confirm the precision of all required documents.
  • Your tasks include assembling comprehensive loan files for new home loans, restructures, top-ups, refinances, and refixes, while addressing any data gaps or discrepancies.
  • You will keep organized digital client files, manage entry logs in NZFSG and MYCRM, and review pipeline documents to guarantee compliance with strict timeframes.
  • Furthermore, you will communicate with valuers, conveyancers, and banking partners, while keeping clients informed on the status of their files.
  • You will provide support to advisors regarding lending strategy development, manage the director's email and schedule, and assist in refining operational workflows and administrative checklists.

Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.

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