Mortgage Broker Assistant/Loan Processor - 047 at D2B

Manila, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

12 Apr, 26

Salary

80000.0

Posted On

12 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Organisational Skills, Communication Skills, Data Entry, Document Review, Compliance, Financial Statement Review, MyCRM, Google Suite, Credit Report Ordering, Loan Application Processing, Research Skills, Customer Follow-Up, Audit Assistance, Lending Criteria Interpretation, Valuation Research

Industry

Financial Services

Description

Position: Mortgage Broker Assistant / Loan Processor Salary range: PHP 70,000 – PHP 80,000 (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: Australian Holidays OVERVIEW As a Mortgage Broker Assistant / Loan Processor, you will support our brokers in preparing and submitting loan applications. This role requires attention to detail, strong organisational skills, and the ability to manage multiple tasks efficiently while ensuring compliance with industry standards. RESPONSIBILITIES Take detailed call notes from brokers and package loan applications for submission. Review client documents for completeness and follow up with customers for any additional requirements. Perform data entry into MyCRM and rename documents in Google Drive for easy reference. Order credit reports and flag any lending concerns. Review bank statements for potential red flags, including undisclosed liabilities, bounced payments, negative balances, and verify living expenses. Convert broker handovers into detailed lending submission notes, completing game plans and Apply Online (AOL) for submissions. Submit applications and upload all required supporting documentation. Maintain 100% file compliance and assist with audit reviews. Conduct pricing and valuation research for loan submissions. Required Skills & Experience: Proven experience working in an Australian mortgage brokerage. Strong organisational and communication skills. Attention to detail and ability to ensure compliance in all documentation. Proficiency with business software including: MyCRM Quickli Trello (phasing out) Google Suite (Gmail, Drive, Docs, Sheets) File Invite Ability to review and interpret financial statements and lending criteria.

Responsibilities

The Mortgage Broker Assistant / Loan Processor will support brokers in preparing and submitting loan applications. Responsibilities include reviewing client documents, performing data entry, and maintaining file compliance.