Loan Processor (Mortgage / Lending) - 176

Working Hours: Monday to Friday 9am - 5:30pm NZDT Time including 30 minutes for lunch (4am-12:30nn Philippine Standard Time)
Work set-up: 100% Remote work (Independent Contractor Agreement)

Holidays: New Zealand Public Holidays

Recruitment process: possible multiple client interviews and assessment

OVERVIEW

A growing New Zealand-based financial services firm specialising in mortgage and lending solutions is seeking a Loan Processor (Mortgage / Lending) to support its expanding operations. The role focuses on managing loan applications, maintaining accurate documentation, and ensuring smooth coordination across clients, lenders, and internal systems to improve turnaround times and service quality. This is a process-driven opportunity suited for detail-oriented and reliable candidates who are eager to build a long-term career in financial services, with full training and structured support provided.

Key Duties & Responsibilities

Loan Processing

Manage and process mortgage and lending applications from initiation to submission
Review loan files to ensure completeness, accuracy, and compliance
Prepare application documents for lender submission
Track loan progress and follow up on outstanding conditions
Client & Stakeholder Coordination
Communicate with clients to collect required documentation
Provide updates on application status and next steps
Liaise with lenders, solicitors, and third parties to facilitate approvals and settlements
Documentation & Compliance
Maintain accurate and organised client files
Ensure all documentation meets regulatory and internal compliance standards
Assist with AML/CFT checks and document verification
Operations & Administrative Support
Update and manage CRM systems and loan pipelines
Support pre-settlement and post-settlement processes
Perform general administrative tasks related to loan processing
Identify process improvements to enhance efficiency
Systems & Tools
Experience with mortgage/lending platforms or CRM systems preferred
Familiarity with New Zealand FSG systems is an advantage but not required

Proficiency in Microsoft Office (Excel, Word, Outlook)

Comfortable using cloud-based document management tools

Requirements

Candidate Requirements

Strong attention to detail and organisational skills
Excellent written and verbal English communication
Ability to follow structured processes with high accuracy
High level of discretion when handling confidential financial data
Self-motivated with the ability to work independently
Experience & Qualifications
Open to entry-level to intermediate candidates
Prior experience in mortgage processing, lending, banking, or financial services is an advantage
Background in administration, finance, or customer support is beneficial
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