Mortgage Broker Assistant - 060 at D2B

Manila, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

90000.0

Posted On

28 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage Broking, Banking Admin, CRM Management, Document Collection, Quality Checks, Client Liaison, Compliance, Application Preparation, Settlement, Communication, Detail-Oriented, Proactive, Remote Collaboration, Feedback Acceptance, Confidentiality, Technical Aptitude

Industry

Financial Services

Description

Position: MORTGAGE BROKER ASSISTANT Salary range: PHP 70,000 – PHP 90,000 (The final amount will be at the the client discretion basing on the candidate’s skills and experience.) Working Hours: Mondays to Fridays, 7:00am to 4:00pm Philippine Time Work set-up: 100% Remote work Holidays: New Zealand Holidays ABOUT THE COMPANY: We are a mortgage broking practice helping clients in NZ and AU achieve their home loan goals with professional, compliant, and client-focused service. ROLE SUMMARY: Support mortgage operations with CRM management, document checks, refix/retention tasks, and client liaison—ideal for a detail-oriented, proactive candidate with mortgage or banking admin experience. RESPONSIBILITIES 1. Refix & Retention Administration Monitor upcoming refix/rollover dates in Trail CRM. Run refix reports and prepare client lists on a set cadence (e.g., daily/weekly). Send refix communication templates to clients (email/SMS as agreed with management). Follow up with clients who have not responded and update Trail accordingly. Prepare refix instructions/summary for review where required. 2. Compliance & CRM Management (Trail) Manage the full 6‑step client engagement/compliance workflow in Trail. Ensure all advice, documents, and client communications are correctly uploaded and tagged. Complete post‑settlement compliance steps so files are “audit ready.” Maintain accurate and up‑to‑date client records, notes, and status fields. 3. Document Collection & Quality Checks Send tailored document checklists to new and existing clients. Track document receipt and follow up with clients for missing or outdated items. Check documents for completeness, consistency, and basic validity (e.g., ID, income docs, bank statements). Flag any issues or discrepancies to management promptly. 4. Application Preparation Support (Current or Future Scope) Pre-fill and draft loan applications in Trail/aggregator systems for review. Enter key client data accurately into application templates. Prepare supporting document packs in lender-ready format. 5. Handover/Settlement Prepare Mortgage Recommendation/Compliance documents for client review and signing. Prepare and submit bank Handover/Settlement documents for upcoming settlements. Ensure clients and banks are prepared for settlement. 6. Bank / BDM / Third‑Party Liaison (As Approved) Submit standard follow-ups to banks/BDMs on application progress. Track lender SLAs, conditions, and outstanding items, and update management. Book valuations or other third-party services where appropriate. 7. General Admin & Business Support Maintain basic pipeline/settlement tracking reports. Assist with simple database clean-up and re-engagement tasks (e.g., following up old quotes or inactive leads using templates). Prepare simple email templates and client communication drafts for approval. Follow up with clients post-settlement for check-ins and Google Reviews. Required Skills & Experience: Mortgage broking / banking admin experience (NZ or AU) – ideally 1–2+ years supporting mortgage brokers or similar. CRM experience – Trail experience strongly preferred; other broker CRM experience (e.g., Salestrekker, MyCRM, Mercury, etc.) acceptable with willingness to learn Trail quickly. Strong understanding of the end-to-end home loan process (from initial enquiry through to post-settlement and refixes). Demonstrated experience with: Document collection and verification Basic servicing and policy concepts (even at a support level) Working with aggregators and lender portals Soft Skills & Working Style Detail-oriented and process-driven; comfortable following checklists and SOPs. Proactive in following up tasks, refixes, and outstanding documents without constant prompting. Strong written and spoken English; confident communicating with clients and lenders (within agreed boundaries). Comfortable working remotely and collaborating via email, chat, and video. Able to take feedback, document new processes, and gradually take on more responsibility. Reliable, discreet, and respectful of confidentiality and compliance obligations. Technical Requirements Reliable computer and high-speed internet connection suitable for video calls. Ability to work within NZ business hours for at least part of the day. Comfortable using: Trail CRM (or willingness/aptitude to learn quickly) Email & calendar tools Cloud storage (e.g., Google Drive, OneDrive) Basic spreadsheets (Google Sheets/Excel) Nice-to-Have Prior experience with Kiwi Adviser Network (KAN) / NZ aggregators. Experience writing or drafting mortgage applications in NZ or AU. Experience handling refix/retention programs at scale.

Responsibilities

The Mortgage Broker Assistant will support mortgage operations through CRM management, document checks, and client liaison. Responsibilities include monitoring refix dates, managing compliance workflows, and preparing application documents.