Mortgage Broker Assistant
D
D2BMortgage Broking
Metro Manila, Philippines, 10am-7pm AESTFull-TimeMiddle
Salary60000 PHP per month
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Job Details
- Languages
- English
- Required Skills
- Google WorkspaceCanva
Requirements
- Proven experience in Australian mortgage broking support and loan processing
- Strong ability to interpret complex credit files
- Ability to conduct thorough bank statement audits
- Experience with mortgage CRM systems
- Proficiency with Google Workspace
- Proficiency with Canva
- Openness to integrating AI tools into daily workflows
- High English proficiency for email correspondence and video consultations
- High level of empathy for vulnerable clients
- Ability to remain calm in a detail-oriented environment
Responsibilities
- Manage end-to-end residential refinance applications for clients with "bad credit" or complex financial histories.
- Implement a step-by-step document collection process to avoid overwhelming clients.
- Review bank statements to identify red flags, undisclosed debts, or payday lenders.
- Order and analyze credit reports (Equifax) to identify defaults, late payments, and existing liabilities.
- Perform rough servicing and capacity calculations to ensure proposed refinance reduces monthly repayments.
- Prepare and send compliance packs, including privacy and credit consents, for digital signature.
- Track file status via internal CRM and spreadsheets, ensuring consistent follow-up with clients.
- Monitor applications through lender portals and manage "Requests for Information" (RFIs).
- Proactively update internal knowledge sheets and trackers on evolving lender policies.
- Assist with minor marketing tasks, such as updating social media graphics or templates using basic design tools.
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