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Senior Loan Processor / Credit Analyst (Infynity & Quickli)

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Job Title: Senior Loan Processor / Credit Analyst

Salary: PHP 60,000 to PHP 100,000

Working Schedule: Mondays to Fridays, 9:00AM to 6:00PM Sydney Time

Role Overview:

As a key person to the success of the team, you will be utilizing your credit analysis, organizational, communication and relationship management skills daily, including your industry knowledge and ensuring all transactions are seamless, as well as delivering exceptional customer service outcomes.

Duties and Responsibilities:

Pre-Lodgement Review

Review all loan applications before submission to ensure accuracy, completeness, and lender policy compliance
Assess deal structure, serviceability, and documentation against individual lender requirements
Identify and resolve issues prior to lodgement to minimise reworks, delays, and declines
Liaise with brokers to request missing information or flag structural concerns early

Pipeline Management

Take full ownership of the post-lodgement pipeline from submission through to settlement
Proactively chase lenders for updates, approvals, and outstanding conditions
Communicate deal progress to clients and brokers in a timely and professional manner
Escalate delays or issues early and manage through to resolution
Maintain accurate and up-to-date deal status records across the CRM

Process & Quality

Identify bottlenecks and inefficiencies in the lodgement-to-settlement workflow
Contribute to the development and refinement of team SOPs and checklists
Ensure compliance with Australian Privacy Act obligations and credit licensee requirements
Support continuous improvement initiatives across deal quality and turnaround times

Requirements

Minimum 3 years of experience in mortgage broking, loan processing, or credit assessment
Strong knowledge of residential lending policy across major Australian lenders
Proficient with CRM platforms, ideally Infynity or similar mortgage broking tools
Demonstrated ability to read a credit file and identify structural or compliance issues
Proven experience managing a loan pipeline independently from lodgement to settlement
Certificate IV in Finance and Mortgage Broking preferred, or equivalent industry experience
High attention to detail with strong written and verbal communication skills

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What this application asks

workable

First name, Last name, Email, Phone, Address, Resume

Do you have a minimum 3 years of experience in mortgage broking, loan processing, or credit assessment yes / no
Do you have a strong knowledge of residential lending policy across major Australian lenders yes / no
Are you proficient in reading a credit file and identify structural or compliance issues? yes / no
Do you have proven experience managing a loan pipeline independently from lodgement to settlement? yes / no
Certificate IV in Finance and Mortgage Broking preferred, or equivalent industry experience yes / no
Do you have strong understanding of lender policies, credit assessment, and loan structuring? yes / no
Are you proficient in using Finsure's Infynity & Quickli and financial analysis tools? If you have other similar tools, please indicate. written answer
If chosen for the role, when would you be available to start? written answer
What is your expected salary? Please base your answer on the salary stated in the job description. written answer
Are you amenable to working under an Independent Contractor arrangement? (You will be responsible for managing your own income tax and insurance. This is a results-based contract where you provide your own home-office equipment, and you are not entitled to paid leave—such as annual or sick leave—standard for traditional employment.) yes / no

What this application asks

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