Mortgage Broker Assistant / Loan Processor
New
D
D2BMortgage Finance
Manila, Metro Manila, Philippines, NZ business hoursFull-TimeMiddle
SalaryUp to ₱66,000 PHP/month
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum 2 years
- Required Skills
- Microsoft ExcelData entry
Requirements
- Minimum 2 years of relevant experience
- Proficiency with MyCRM loan pipeline management software
- Proficiency with ApplyOnline (AOL) lender submission platform
- Strong skills in Microsoft Excel including spreadsheet creation
- Strong skills in Microsoft Word
- Excellent attention to detail for data entry and documentation
- Ability to multitask and work independently
- Proactive problem-solving skills
- Positive and collaborative team presence
- Comfortable using Zoom for team communication
Responsibilities
- Finalize lender selections based on client needs and loan strategy
- Perform accurate funding calculations
- Maintain data accuracy and submit notes in CRM systems using AI tools
- Manage the ApplyOnline (AOL) loan submission process
- Handle SMSF structures and self-employed loan applications
- Assess income documentation including payslips and tax returns
- Conduct lender file follow-ups and track progress
- Support back-book client management and end-to-end client review processes
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