Mortgage Broker Assistant

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

📋 Description

• Examine and validate client income documentation, credit reports, and related information.

• Request and monitor property appraisals, pricing, and other lender-specific requirements.

• Execute servicing calculators and create product comparisons.

• Organize funding positions and evaluate client living expenses.

• Draft comprehensive broker notes and ensure precise loan file maintenance.

• Assess borrowing capacity and assist in the preparation of compliance paperwork.

• Address lender inquiries, including minor MIRS (Mortgage Information Requests).

• Oversee files throughout all phases — from pre-assessment to settlement.

• Collaborate with clients to gather missing documents or clarify details.

• Interact with lenders, solicitors, and other parties to guarantee timely progress.

• Provide updates to brokers and clients regarding the status of applications.

• Maintain professional and proactive communication with clients throughout the process.

• Monitor loan progress, delivery timelines, and application follow-ups.

• Handle email and phone communications for the broker.

• Update CRM systems, client records, and internal tracking tools.

• Assist sales representatives with administrative duties as necessary.

• Generate reports, summaries, and pipeline updates for management.

• Additional task: potential to manage social media for the business.

⛳️ Requirements

• Experience: Bachelor's degree in Business, Finance, or a related discipline (or equivalent experience). A minimum of 1-2 years in mortgage processing, lending, or financial services is preferred.

• Familiarity with Australian lenders and mortgage products is essential.

• Technical Skills: Knowledge of broker systems and loan platforms (Mercury, ApplyOnline).

• Strong grasp of loan structures, banking, and finance concepts.

• Attention to Detail: Excellent attention to detail and precision in data entry and document preparation.

• Exceptional communicator: articulate, polished, and personable in both written and verbal communications.

🏝️ Benefits

• Competitive salary reflective of experience and skill set.

• Fully remote role — work from home anywhere in the Philippines.

• Paid local holidays in accordance with the Australian business calendar.

• Opportunities for training and professional advancement.

• Direct collaboration with a supportive Australian team — no agency intermediaries.

• Long-term engagement with a stable and expanding business.