Mortgage Broker Assistant, myCRM Expert

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

📋 Description

• Oversee loan files from start to finish with minimal oversight, from application to settlement.

• Prepare compliant loan applications and facilitate deals through to settlement.

• Conduct thorough bank statement analyses — accurately recognizing income, expenses, dishonours, gambling behaviors, and actual living costs.

• Execute credit checks, gather income information, and create comprehensive loan proposals.

• Prepare and maintain essential documentation, including Game Plan documents and AOLs.

• Correctly name, verify, and organize supporting documents in accordance with compliance standards.

• Update and manage CRM records, ensuring proper uploading, renaming, and version control of documents.

• Confidently communicate with clients, lenders, and third parties throughout the loan process.

• Coordinate post-settlement tasks, including conducting annual reviews and engaging with both internal and external stakeholders.

• Issue and manage "Hello Book" documentation to facilitate client onboarding.

• Stay informed about lender policies, credit regulations, and industry developments.

• Identify and implement process enhancements to promote operational efficiency.

⛳️ Requirements

• A minimum of 5 years’ experience in mortgage broking or loan processing — experience in the Australian market is highly preferred (non-negotiable).

• Demonstrated success in independently managing end-to-end loan lodgements with minimal supervision (non-negotiable).

• Proficient in using ApplyOnline or comparable broker loan platforms.

• Strong experience with MyCRM — actively utilized within the last year, with at least 2 years of practical experience (non-negotiable).

• Advanced skills in bank statement analysis — capable of interpreting complex financial behaviors rather than merely following a checklist.

• Proven ability to handle a high-volume pipeline without sacrificing quality.

• Strong working knowledge of loan packaging, servicing, pricing, and credit checks.

• Experience with various lending products including home, commercial, equipment, and car loans.

• Clear and confident communicator with strong problem-solving skills.

• Highly organized with exceptional attention to detail and accuracy in data entry and document preparation.

• Comfortable working autonomously within a small, accountable team.

• Exhibits initiative, accountability, and a proactive approach to resolving issues.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and training.

• Flexible working arrangements to support work-life balance.

• Collaborative and supportive team environment.

• Access to the latest tools and technologies in the industry.