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Mortgage Broker Assistant - 216 at D2B

Manila, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

06 Aug, 26

Salary

85000.0

Posted On

08 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Processing, Mortgage Broker Support, MyCRM, Broker Engine, Residential Lending, NCCP Compliance, CRM Management, Lender Liaison, Client Communication, Quality Control, Administrative Support

Industry

Financial Services

Description

Position: Mortgage Broker Assistant Salary: PHP 70,000 - 85,000 per month Working Hours & Conditions: Aligned with AU hours; full-time (remote) OVERVIEW: As a Mortgage Broker Assistant, you will be the engine behind our residential and commercial lending operations, ensuring every application is handled with precision, speed, and a commitment to excellence. RESPONSIBILITIES: End-to-End Loan Processing: Manage the lifecycle of loan applications from initial data entry through to settlement, ensuring all documentation is accurate and compliant. CRM & Pipeline Management: Maintain and update client records within MyCRM and Broker Engine, ensuring the pipeline is organized and milestones are met. Lender Liaison: Act as the primary point of contact for lenders and credit assessors to track application status, resolve queries, and expedite approvals. Client Communication: Provide regular, proactive updates to clients throughout the application process, maintaining our firm's reputation for transparency and exceptional service. Compliance & Quality Control: Perform thorough reviews of supporting documents (payslips, bank statements, etc.) to ensure they meet specific lender credit policies and internal standards. Administrative Support: Assist Brokers with the preparation of Compliance Documents (SOCA/NCCP) and help streamline office workflows to increase efficiency. QUALIFICATIONS: Experience: 2–3 years of experience in a Loan Processing or Mortgage Broker Support role within the Australian mortgage industry. Software Proficiency: Demonstrated expertise in both MyCRM and Broker Engine. This is a non-negotiable requirement for this role. Technical Knowledge: A strong understanding of the end-to-end residential lending process and current compliance requirements (NCCP). NICE TO HAVE (not required): Education: Certificate IV in Finance and Mortgage Broking (preferred) or equivalent industry experience.

Responsibilities

Manage the end-to-end lifecycle of residential and commercial loan applications from data entry to settlement. Act as the primary liaison between lenders, credit assessors, and clients to ensure timely approvals and compliance.