Asset and Commercial Finance & Loan Administrator

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TYPE OF WORK

Part Time

SALARY

₱40,000–₱50,000/month (depending on skil

HOURS PER WEEK

TBD

DATE UPDATED

Sep 18, 2026

JOB OVERVIEW

We are looking for an Asset and Commercial Finance and Loan Administrator. This is an Australian finance and mortgage broking business, writing asset, commercial and home loans for self-employed and business clients. As deal volume grows, we need a dedicated loan administrator to keep files moving so the brokers can focus on writing and settling loans.

Important note on the role scope: this position primarily supports asset and commercial finance, not mortgage/home loan processing. Commercial finance here means lines of credit, overdrafts, and unsecured/secured commercial lending — not property/mortgage deals. Asset finance covers equipment lending. Candidates with only mortgage/home loan processing experience are still welcome to apply, but should be prepared to speak to how their skills transfer.

About the Role
You'll support the broking team through the full deal lifecycle — loading deals into lender portals, preparing and checking application documents, chasing outstanding information from clients and third parties, and tracking files through to settlement. You'll also liaise with clients after onboarding to keep them updated, and maintain clean, accurate records in the CRM.

This role suits someone organized and detail-focused who understands loan processing and can keep a busy pipeline moving. Starting at approximately 20 hours per week, with scope to increase to full-time as deal volume grows.

Key Responsibilities
Loan & Deal Administration
Load new deals into lender portals accurately and on time
Prepare, check and package loan application documents
Track deals through assessment, approval and settlement
Information & Document Gathering

Chase outstanding information and documents from clients and third parties
Follow up lenders, referrers and clients to keep files moving
Keep files complete, compliant and audit-ready
Client Coordination

Liaise with clients after onboarding and keep them updated on progress
Coordinate with brokers and support staff on next steps
Respond to queries promptly and professionally
CRM & Process

Maintain accurate records and deal statuses in GoHighLevel and Smartsheet
Keep pipelines current so nothing slips through the cracks
Build simple SOPs for recurring admin tasks
Skills & Experience

Experience in loan processing, mortgage or finance administration
Familiarity with lender portals and loan application documents
Strong attention to detail and a compliance mindset
Comfortable following up clients and third parties to gather information
CRM experience (GoHighLevel and Smartsheet a plus) and confident with Microsoft Teams
Excellent written and spoken English
Organized, reliable and able to manage a busy pipeline


Working Arrangement
Remote, Philippines-based, working AEST business hours. Tools used include lender portals, GoHighLevel CRM, Smartsheet, Microsoft Teams and Google Workspace.

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