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Open nowPosted 159 days ago

Mortgage Broker Assistant (Australian Mortgage) - 198

Workable (global search)107,990 open roles

Where
Metro Manila, Philippines
Work mode
Remote
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Your applicationOpen nowMortgage Broker Assistant (Australian Mortgage) - 198Workable (global search) · Metro Manila, 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 6 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 159 days ago

Workable (global search) median: 6 days open

The posting

Position: Mortgage Broker Assistant

Salary: PHP 70,000 - 80,000/month

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

ABOUT THE COMPANY:

The client is a premier, client-focused mortgage brokerage headquartered in the Sutherland Shire, New South Wales, serving families and individuals across Australia. Operating as a trusted partner in the residential finance sector, the firm specializes in navigating the complexities of the mortgage market to deliver tailored lending solutions. With a core expertise in mortgage comparison, loan pre-approval, and strategic refinancing, the company leverages a robust network of over 30 lenders to ensure clients secure competitive rates and structures that align with their long-term financial goals.

OVERVIEW:

We are looking for a detail-oriented Mortgage Broker Assistant who can drive every deal from fact find through to settlement without broker involvement.

RESPONSIBILITIES:

  • Client Onboarding: Send fact find and document requests
  • Document Collection: Chase and verify all required documents
  • CRM Management: Maintain Broker Engine records and pipeline
  • Application Prep: Data entry and submission notes
  • Client Communication : Provide updates and follow-ups
  • Submission: Lodge deals with lenders
  • Lender Management: Follow-ups and conditions management
  • Settlement: Coordinate files through to completion
  • Pricing & Valuations: Run pricing requests and order valuations
  • Dropbox & Files: Manage Dropbox and document organisation

Requirements

QUALIFICATIONS:

  • Proficient in Broker Engine — preferred, used daily for CRM, pipeline management and AOL lodgement
  • AOL proficiency to a high standard — must be able to lodge and manage applications independently without broker oversight
  • Exposure to NMB aggregator compliance software advantageous (niche system, rare but valued)
  • Credit awareness without being a credit analyst — able to identify red flags such as payslips missing YTD figures, bank statements outside acceptable age, or other document issues
  • Highly organised with ownership of the pipeline — proactively keeps all files moving through stages without being prompted
  • Capacity to lodge 1–2 applications per day (CRM and AOL) while managing all WIP files concurrently
  • Excellent communication skills — liaises with bank assessors for MIRs, chases documents from clients, provides status updates, and coordinates with conveyancers on settlement matters
  • Proactive problem-solver — anticipates issues and acts to keep deals progressing
  • Attention to detail — broker should not need to check work before submission
  • Strong time management — able to juggle and prioritise multiple files simultaneously
  • Process-driven approach to file management
  • Personable and client-centric — comfortable dealing with clients and bank contacts
  • Experience working independently with minimal supervision
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