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Open nowPosted 24 days ago

Mortgage Broker Assistant - #35280

Workable (global search)108,016 open roles

Where
Philippines
Work mode
Remote
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Your applicationOpen nowMortgage Broker Assistant - #35280Workable (global search) · Philippines

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 24 days ago

Workable (global search) median: 7 days open

The posting

As a Mortgage Broker Assistant, you will support the end-to-end backend operations of the mortgage process, ensuring loan applications move smoothly from preparation to settlement. This includes managing CRM updates, document collection, application preparation, and lender follow-ups.

You will take ownership of the pipeline, proactively keeping deals on track while also supporting process improvements to help the business scale efficiently.

Company Profile:

Our client is an Australian-based boutique, client-first brokerage led by a single, highly experienced broker. They provide access to a wide range of lending solutions across multiple financial institutions, with a highly personalised approach that ensures each client receives tailored recommendations aligned with their goals, financial situation, and long-term plans.

As a single-broker growing business now expanding, they are growing their team in the Philippines and are looking for a Mortgage Broker Assistant to support the end-to-end backend operations of their lending process. This role will work directly and closely with the founder, providing hands-on support as their sole assistant in the business. As the business continues to grow, there may be opportunities to collaborate with additional team members down the track.

This is a great opportunity to join an early-stage business at ground level, gain exposure to the Australian mortgage industry, work closely alongside

Duties and Responsibilities:

  • Keep client and loan information updated and accurate in Connective Mercury
  • Manage the loan pipeline and make sure all applications are moving forward on time
  • Follow up on required documents and ensure everything is complete before submission
  • Prepare and organize loan applications based on lender requirements
  • Coordinate with lenders and other stakeholders for updates and follow-ups
  • Handle post-settlement tasks, such as scheduling client check-ins (e.g., 6- and 12-month reviews, rate checks)
  • Spot delays or issues early and take action to keep deals on track
  • Help improve processes and workflows, especially within Mercury
  • Support in organizing backend operations to make work more efficient
  • Provide general admin support to keep daily operations running smoothly

Requirements

Must-have Skills / Qualifications:

  • Proven experience in the Australian mortgage broking industry
  • Strong ownership mindset with the ability to work independently
  • Highly organized with excellent attention to detail
  • Proactive and process-driven, with the ability to identify gaps and improve workflows
  • Comfortable working in a growing business where systems are still being built

Advantageous Skills / Experience:

  • Hands-on experience with Connective Mercury CRM (strong advantage)
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