Loan Processor

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Profile Requirements:

• Min 1.5 years of loan processing experience within a mortgage brokerage environment.
• Experience with Broker Engine and Flex (AFG) is essential.
• Strong understanding of residential and commercial lending processes, policies, and documentation.
• Excellent attention to detail, time management, and problem-solving skills.
• Demonstrated ability to work independently with high accuracy and accountability.

Core responsibilities:

• Loan Application Throughput – Complete a minimum of 1 full loan file per 4-hour block (target of 8 per week).
• File Quality – Ensure each loan file is broker-ready and compliance-ready, including verified client documents, serviceability and policy checks, and submission to the correct lender.
• Accuracy & Policy Alignment – Maintain error-free files that meet lender policy standards and do not require broker rework.
• Independence & Initiative – Work autonomously within established company processes, proactively resolving issues without constant supervision.
• Compliance Adherence – Maintain a minimum 90% compliance rate across all submissions, covering responsible lending, privacy, AML/CTF, and NCCP requirements.
• Documentation Standards – Keep accurate file notes, signed credit guides, client discussions, and CRM/Broker Engine updates for every case.
• Monthly Reporting – Submit a Monthly Compliance and Performance Report by the 5th business day, detailing submissions, approvals, settlements, compliance gaps, and improvement actions.
• Communication & Escalation – Maintain professional communication, copy relevant stakeholders in key correspondence, and promptly escalate risks or delays with proposed solutions.
• Daily Follow-Up & Activity Logging – Follow up daily with clients, lenders, and brokers; record all touchpoints in the CRM with timestamps and next actions; and submit a daily activity report.
• System Accuracy – Keep Broker Engine, Flex (AFG), and CRM records up to date with accurate data entry, naming conventions, and real-time status updates.
• Accreditation & Post-Settlement Support – Prepare lender accreditation forms, track submissions, and manage post-approval processes through to settlement and file closure.
• Performance Metrics – Meet or exceed targets for loan volume, compliance (≥90%), accuracy, turnaround time, responsiveness (≤2 hours), and teamwork.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

This is a remote position.