Broker Engine Assistant, Mortgage Sales Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Actively reach out to prospective and current clients to collect outstanding loan documentation.

• Follow up with borrowers through phone, email, and SMS to ensure the ongoing progression of applications.

• Foster relationships with clients and assist them throughout the mortgage application journey.

• Communicate effectively with self-employed borrowers and those facing complex lending situations.

• Supervise and manage active loan pipelines to pinpoint and address bottlenecks.

• Keep clients informed about their application status and any outstanding requirements.

• Draft and send professional, precise, and accurate correspondence to clients.

• Update and maintain client records in Broker Engine and other brokerage platforms.

• Assist brokers by ensuring that files are complete and ready for submission.

• Collaborate with lenders, brokers, and the credit team throughout the loan process.

⛳️ Requirements

• Candidate must be based in the Philippines.

• At least 5 years of experience in an Australian mortgage brokerage, ideally in a sales-oriented role.

• Strong proficiency in using Broker Engine.

• Demonstrated experience in broker support, sales, mortgage processing, loan coordination, or client relationship management.

• Exceptional verbal and written communication skills in English.

• Strong telephone presence with the capability to build rapport and influence outcomes.

• Experience in following up with clients for documentation and advancing mortgage applications.

• Ability to juggle multiple active files and manage competing priorities.

• High attention to detail while maintaining a strong focus on customer service.

• Capability to work independently with minimal supervision.

• Proficient in crafting coherent and concise emails to clients in English.

• Must commit to working exclusively with the client’s business from the start date, with no other ongoing employment, client work, freelance engagements, or side projects.

• Must represent the engagement on LinkedIn as “Independent Contractor.”

• Must be available during AU business hours, approximately 9:00 AM–6:00 PM, Monday to Friday.

🏝️ Benefits

• 100% remote work from home.

• Flexible time management as an independent contractor while aligning with AU business hours.

• NSW Holidays.