Mortgage Broker Assistant, Loan Processor

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

📋 Description

• Gather and verify client compliance documentation, such as payslips, tax returns, bank statements, and identification.

• Conduct initial serviceability evaluations.

• Precisely enter data into aggregator CRMs.

• Submit comprehensive application files through ApplyOnline.

• Oversee and progress loan applications from submission to unconditional approval and final settlement.

• Actively resolve Lender More Information Required requests and conditions.

• Arrange property valuations and address any processing obstacles.

• Manage and prioritize the broker’s main email inbox.

• Compose clear and professional updates for clients.

• Perform routine home loan assessments.

• Foster client relationships through automated and personalized milestone updates.

• Coordinate between clients, lender credit assessors, solicitors, and real estate agents to ensure smooth file progression.

⛳️ Requirements

• At least 2+ years of direct experience in Australian mortgage processing or broker support operations.

• Practical expertise with ApplyOnline and major Australian aggregator CRMs (e.g., Salestrekker, MyCRM, Mercury, or Flex).

• Strong understanding of Australian lender checklists, serviceability metrics, desk-side credit policies, and NCCP guidelines.

• Outstanding written and verbal communication skills in English, with a proven ability to manage client inbox delegation and effectively handle lender escalations.

• Previous experience in directly supporting a high-volume broker ($40M+ annual loan volume) is preferred.

• Formal qualifications in Financial Services, such as Certificate IV or Diploma in Finance and Mortgage Broking, are preferred.

• Demonstrated history of successfully managing complex self-employed, commercial, or multi-property investor portfolios is preferred.

• Meticulous attention to detail for document compliance and accurate data entry.

• Proactive ownership and the ability to anticipate lender requests, eliminate pipeline delays, and keep clients informed.

• Excellent time-management and organizational skills to prioritize urgent submissions and maintain daily pipeline flow.

• High level of empathy and professionalism in client interactions.

🏝️ Benefits

• AU working hours and holidays.