(POOLING) Loan Processor - Admin Tasks (CSA)

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Commerce/Finance degree or diploma is essential., Experience in Australian Banking or Australian Mortgage is preferred., Exceptional written and verbal communication skills are required., Strong administrative, organizational, and PC literacy skills with multi-tasking abilities are necessary..

Key responsibilities:

  • Prepare loan package documentation by sorting initial documents from borrowers and brokers.
  • Maintain updates in the CRM based on messages from Australian brokers and lenders.
  • Facilitate credit check requests from brokers and ensure document completeness.
  • Manage the pipeline to ensure broker and lender contact is made and current account statuses are noted.

Lendi Group logo
Lendi Group Fintech: Finance + Technology Large https://www.lendigroup.com.au/
1001 - 5000 Employees
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Job description

Company Description

Lendi Group is a market-leading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia’s #1 digital mortgage brand, Lendi. Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice, and confidence, in one of life’s biggest financial decisions. Building on this market-leading foundation, Lendi Groups vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.

Job Description
  • Prepares loan package documentation by sorting the initial documents submitted by the borrowers and brokers.
  • Ensures that updates received through the backchannel messages sent by Australian brokers and lenders are maintained in the CRM.
  • Facilitates the credit check requests placed by brokers.
  • Reviews all received documents to ensure completeness and adherence to task guidelines.
  • Receives and responds to all incoming e-mails.
  • Manages pipeline to ensure that broker and lender contact is made and accounts are noted with current status.
  • Helps CS team members by answering questions or assisting them with their pre-settlement or settlement files to help the overall team success.

Qualifications
  • Commerce/Finance degree or diploma (essential)
  • Australian Banking/Australian Mortgage Experience (preferred)
  • Exceptional written & verbal communication skills
  • A high level of administrative, organisational & PC literacy skills, with proven multi-tasking & prioritisation abilities
  • A thirst for learning and a strong desire to work in a fast-paced, ever-changing technology environment.

Additional Information

Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customer-first approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence.


We support our people in a variety of ways, but a few of the benefits that our people rave about include:

  • A vibrant, relaxed, yet professional culture.
  • We offer a hybrid working arrangement designed to support work-life balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office at least once a month.
  • A holistic wellbeing programs offering 24/7 support to enable our team to thrive at home and work.
  • Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1.
  • Access to 25 days of leave, made up of 20 vacation days and 5 sick days.
  • Monthly internet subsidy to help you stay productive at home
  • Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
  • Access to all government-mandated benefits, including SSS, PhilHealth, and Pag-IBIG.

Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNA—helping us attract, engage, and grow the right talent while building best-in-class products. Together with our principles, they guide how we collaborate, support one another, and make decisions to drive progress with purpose.

We’re committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation, stronger collaboration, and a more engaging workplace.

This is an opportunity to shape the future of a fast-growing, purpose-driven company that’s transforming the homeownership journey.

Ready to contribute to Lendi Group’s next chapter? Apply now and be part of something big!

Required profile

Experience

Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Multitasking
  • Organizational Skills
  • Prioritization
  • Computer Literacy
  • Verbal Communication Skills
  • Teamwork
  • Adaptability
  • Problem Solving

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