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Open nowPosted 17 days ago

Mortgage Broker Assistant and Loan Processor - Dayshift Remote

Workable (global search)108,016 open roles

Where
Manila, Philippines
Work mode
Remote
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Your applicationOpen nowMortgage Broker Assistant and Loan Processor - Dayshift RemoteWorkable (global search) · Manila, Philippines
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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 17 days ago

Workable (global search) median: 7 days open

The posting

Position: Mortgage Broker Assistant & Loan Processor

Salary: Php 45,000 to Php 60,000

Working Hours & Conditions: AU Working Hours and Holidays

Employment: Full Time - Independent Contractor :

ABOUT THE COMPANY:

The company is a premier Australian mortgage brokerage dedicated to delivering tailored financial solutions and exceptional client outcomes. Built on a foundation of integrity, efficiency, and market expertise, the firm assists clients in navigating complex lending landscapes with confidence. As part of a targeted growth strategy to scale annual production from $40M to over $80M+, the company is expanding its dynamic operational team to maintain industry-leading service standards and rapid settlement turnaround times.

ROLE OVERVIEW:

The Mortgage Broker Assistant & Loan Processor will serve as the primary administrative partner and operational backbone to a top-performing Mortgage Broker. In this high-impact position, you will own the end-to-end loan lifecycle—managing complete application packaging, active pipeline tracking, and broker inbox triage. This role requires an operations specialist who thrives in high-volume environments, maintains flawless precision under tight settlement deadlines, and delivers clear communication across clients, lenders, and key stakeholders.

RESPONSIBILITIES:

Loan Packaging & Submissions: Collect and audit client compliance documentation (payslips, tax returns, bank statements, identification); execute initial serviceability assessments; accurately input data into aggregator CRMs; and submit complete application files via ApplyOnline.

Pipeline Management: Monitor and drive loan applications from lodgement through to unconditional approval and final settlement; proactively clear Lender More Information Required (MIR) requests/conditions; order property valuations; and resolve processing bottlenecks.

Inbox & Executive Support: Manage and triage the broker's primary email inbox; draft clear, professional client updates; execute routine home loan reviews; and maintain client relationships through automated and high-touch milestone updates.

Stakeholder Coordination: Serve as the central point of contact between clients, lender credit assessors, solicitors, and real estate agents to ensure seamless file progression.

Requirements

  • Industry Experience: Minimum of 2+ years of direct experience in Australian mortgage processing or broker support operations.
  • Platform Expertise: Hands-on proficiency with ApplyOnline and leading Australian aggregator CRMs (e.g., Salestrekker, MyCRM, Mercury, or Flex).
  • Regulatory & Credit Knowledge: Firm grasp of Australian lender checklists, serviceability metrics, desk-side credit policies, and NCCP guidelines.
  • Communication: Exceptional written and verbal English communication skills, with demonstrated ability to manage client inbox delegation and push lender escalations effectively.

Preferred

  • Prior experience directly supporting a high-volume broker ($40M+ annual loan volume).
  • Formal qualifications in Financial Services (e.g., Certificate IV or Diploma in Finance and Mortgage Broking).
  • Proven track record of successfully managing complex self-employed, commercial, or multi-property investor portfolios.

What You’ll Bring

  • Meticulous Attention to Detail: An uncompromising standard for document compliance and accurate data entry that minimizes credit assessor inquiries and application re-work.
  • Proactive Ownership: A forward-thinking operational approach that anticipates lender requests, eliminates pipeline stalls, and keeps clients informed at every stage.
  • Agility & Organization: Superior time-management skills to prioritize urgent lodgements while systematically maintaining daily pipeline flow.
  • Client-First Mindset: High empathy and professionalism when representing the broker, ensuring every client experiences prompt, clear, and reassuring communication.
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