D2B · Remote, Philippines, PH · 3 months ago
We are seeking an experienced Credit Analyst to support the Australian team with end-to-end loan packaging, CRM management, and settlement coordination. This is a backend-focused offshore role where you will work closely with a Senior Australian Credit Analyst to move deals from start to finish efficiently and accurately.
CRM & Pipeline Management
Manage and maintain Mercury Nexus (Connective) CRM
Keep pipelines clean with accurate notes, task tracking, and status updates
Ensure applications move through correct workflow stages without delays
Loan Processing & Packaging (End-to-End Support)
Set up new files and provide compliance and administrative support
Package and prepare mortgage applications for submission
Check, rename, and organise documents accurately and consistently
Identify missing or incorrect documentation and resolve issues early
Prepare supporting documentation for submission and internal review
Perform accurate data entry across CRM and lender platforms
Pricing & Application Coordination
Assist with pricing requests
Prepare and submit AOL (Approval/Authority/Application packs as required)
Order valuations and track progress through to completion
Settlement & Progression Support
Follow up with lenders, solicitors, and conveyancers to keep files progressing
Track lender conditions, outstanding items, and settlement timelines
Monitor deadlines and escalate issues proactively
Provide regular internal updates to ensure visibility across the team
Minimum 2+ years’ experience as a Credit Analyst or Loan Processor within an Australian brokerage or lender environment
Hands-on experience using Mercury Nexus (Connective) CRM strongly preferred
Proven experience packaging and submitting mortgage applications
Strong understanding of Australian lending processes and compliance requirements
Exceptional attention to detail with ability to maintain clean, compliant files
Strong written English communication skills
Comfortable working within Australian timelines and service standards
Proactive “follow-up until done” mindset
Headquarters
Remote, Philippines
Work Location
remote
Job Category
Banking & Financial Services
Application Deadline
Not specified
Job Type
full-time
Experience Level
entry-level
Application Method
Apply via Website
Salary
2k - 2k PHP/month
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