Mortgage Broker Assistant / Loan Processor
D
D2BMortgage Broking
Metro manila, Metro Manila, Philippines, AU Business HoursFull-TimeMiddle
Salary1,600 AUD per month
Apply NowOpens the employer's application page
Job Details
- Languages
- English
- Required Skills
- Microsoft ExcelMicrosoft Office
Requirements
- Strong proficiency in Microsoft Office (Outlook, Word, Excel)
- Excellent attention to detail and numerical accuracy
- Strong and confident written English communication skills
- Highly organised with the ability to manage multiple loan files
- Ability to work independently in a remote environment
- Previous experience working with an Australian mortgage broker or brokerage (ideally at least 12 months experience)
- Familiarity with Australian lending processes and documentation
- Experience using Connective’s Mercury CRM
- Background in mortgage processing, banking, finance, or credit administration
Responsibilities
- Prepare and package home loan applications for submission to lenders
- Collect, review, and organise client supporting documents
- Ensure loan files meet lender and compliance requirements
- Maintain accurate and up to date application records in CRM
- Track loan progress from submission through to settlement
- Complete home loan health checks for existing home loan clients
- Manage broker inbox and client communication via Outlook
- Draft and format documents in Word including loan application summaries
- Follow up with lenders and stakeholders regarding outstanding requirements
- Organise settlement gifts for clients
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