Mortgage Broker Assistant / Loan Packager (CG) - 057 at D2B

Manila, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

22 Apr, 26

Salary

80000.0

Posted On

22 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage Broking, Loan Processing, Client Liaison, Credit Checks, Loan Packaging, Attention to Detail, Organizational Skills, Initiative, Team Player, Banking Experience, Finance Experience, Technical Skills, Risk Analysis, Process Improvement, Lender Policies, Industry Trends

Industry

Financial Services

Description

Position: Mortgage Broker Assistant / Loan Packager (Australia Market) Salary: PHP 70,000 - PHP 80,000 Working Hours & Conditions: Mondays to Fridays; 9:00AM to 6:00PM AEST Holidays: Australian Holidays OVERVIEW: The company is seeking for an experienced Mortgage Broker Assistant / Loan Packager who will work closely with an experienced mortgage broker, managing loan applications from start to finish. This is a client-facing and hands-on role, ideal for someone with strong banking or finance experience who thrives in a fast-paced environment and enjoys supporting both clients and brokers through the loan process. RESPONSIBILITIES: Manage loan files independently from application through to settlement. Prepare accurate, compliant, and well-documented loan applications for various lending products including home loans, equipment finance, and personal loans. Conduct servicing, pricing, and valuation assessments to ensure client eligibility and competitiveness. Perform credit checks, extract income data, and prepare detailed loan proposals. Liaise with clients, lenders, and banks via email to track progress and address queries promptly. Stay up to date with lender policies, credit guidelines, and industry trends. Contribute to the client retention process by maintaining a high level of service quality and follow-through. (Nice to have) Conduct credit analysis to evaluate risk and strengthen loan recommendations. Identify opportunities for process improvements and assist in driving operational efficiency. QUALIFICATIONS: Experience: 2-5+ years of experience in banking, mortgage broking, or loan processing (Australian market experience preferred). Technical Skills: Familiarity with broker systems and loan platforms (e.g., ApplyOnline, Mercury, Podium) Strong working knowledge of loan packaging, servicing, and credit checks. Experience across multiple lending products (home, equipment, asset, or personal loans). Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation. MINDSET AND ATTRIBUTES: Highly organized, results-focused, and capable of managing multiple loan files simultaneously. Demonstrates initiative, accountability, and a proactive approach to resolving issues. Team player with a positive, professional attitude. PREFERRED SKILLS (nice to have): Experience with Australian lenders and mortgage products (preferred). Tech-savvy with familiarity in loan CRMs, calculators, and digital document Why You’ll Love This Role Impact & Variety: Handle a diverse range of loans — residential, commercial, car, and equipment finance — supporting local families and businesses across Australia. Flexibility: Work remotely from the Philippines with a results-driven culture that values output over hours. Career Growth: Learn directly from senior brokers and gain exposure to complex loan scenarios — a great pathway toward becoming a broker yourself.

Responsibilities

Manage loan files independently from application through to settlement and prepare accurate loan applications for various lending products. Liaise with clients, lenders, and banks to track progress and address queries promptly.