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Mortgage Loan Processor

Remote:

Full Remote

Contract:

Full time

Work from:

New Zealand

Offer summary

Qualifications:

Experience with New Zealand mortgage processes, Strong understanding of lending policies, Advanced skills in Microsoft Office and CRMs, Strong English communication skills.

Key responsabilities:

Manage client onboarding and document signing
Prepare and finalize loan applications for advisors
Maintain accurate client records and documentation
Assist with processing refinancing and restructure requests

RecruitGo Human Resources, Staffing & Recruiting Scaleup https://recruitgo.com/

51 - 200 Employees

See all jobs

Job description

RecruitGo is a leading Employer of Record (EOR) company specializing in bridging top talents in emerging markets with global clients. Our services enable businesses to hire, manage, and pay employees internationally with ease. We are committed to providing seamless and efficient solutions to our clients and fostering a dynamic and inclusive work environment for our team.

Position Overview

RecruitGo is seeking an experienced Mortgage Loan Processor with a strong background in New Zealand mortgage practices to join our team. In this role, you will support our mortgage advisors by managing client onboarding, preparing loan applications, and ensuring documentation accuracy while complying with New Zealand banking regulations.

Key Responsibilities

Client Onboarding: Assist clients through the onboarding process, ensuring proper understanding and signing of documents such as Declaration and Scope of Service.
Loan Application Preparation: Review, prepare, and finalize loan applications for submission by mortgage advisors, ensuring all client and lender records are accurate.
Documentation Management: Maintain up-to-date client records, file notes, and loan documentation in the CRM system.
Refinancing & Loan Restructuring: Assist with processing client refinancing, restructures, and refix requests.
Compliance & Confidentiality: Adhere to New Zealand’s financial regulations, including the Privacy Act 2020 and AML/CFT compliance, while ensuring the confidentiality and security of client data.

Qualifications

Must-Have Skills:

Proven experience with New Zealand mortgage processes, including loan applications, refinancing, and fixed-rate reviews.
Familiarity with lender portals such as ANZ, ASB, Westpac, or BNZ.
Strong understanding of New Zealand lending policies and affordability assessments.
Experience with credit assessments and reviewing financial documents.
Advanced skills in Microsoft Office (especially Excel), Google Workspace, and CRMs.
Strong verbal and written English communication skills.
Excellent organizational skills and attention to detail.

Nice-to-Have Skills:

Experience working in a New Zealand mortgage broking environment.
Familiarity with website maintenance and social media content creation.
Prior work experience in New Zealand’s banking sector.
Financial Services Certifications such as the NZ Certificate in Financial Services (Level 5).
AML/CFT training certification.

What We Offer

Competitive Salary: PHP 35,000 - 45,000 gross per month (based on experience).
Leave Benefits: 10 days of vacation leave and 10 days of sick leave annually.
Health Insurance: HMO coverage with options for dependents.
Flexible Work Setup: Work from home with hours aligned to New Zealand business operations.

Why RecruitGo?

RecruitGo seamlessly links world-class business partners with top-tier global talent in emerging markets. Secure legal employment through our Employer of Record services and embark on a journey to unparalleled professional opportunities.

Salary: 30,000 - 45,000 PHP
Work Set up: Remote
Schedule: 40 hours a week and 8 hours per day with one (1) hour lunch break
Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.
Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued.
Inclusivity: Be part of an inclusive and diverse workplace that values your contributions. Work with the internal team to ensure timely delivery of services to clients and ensure that clients & expectations are met.