(CG) Mortgage Broker Assistant / Loan Processor - 314

D2B · Philippines · 66k – 66k · posted today ago

Listing supplied by Himalayas. 101 Careers did not originate this post and applications are handled by the employer.

About this role

Position:MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR

Salary range: up to ₱66,000 PHP/month, with the final offer subject to the client’s discretion based on the candidate’s experience

Working Hours: NZ business hours

Work set-up: 100% Remote work

Holidays: New Zealand Holidays

OVERVIEW ON THE ROLE

We are seeking a proactive and detail-oriented Mortgage Broker Assistant / Loan Processor to join a dynamic mortgage finance team. This role involves supporting mortgage broking operations, managing lender interactions, and assisting with client file processing. The ideal candidate thrives in a fast-paced environment, is highly organized, and brings energy and initiative to the team.

Core Responsibilities

Loan Processing & CRM Workflow:

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 where possible (target: min. 2 files/day)
Provide lender servicing support and familiarize yourself with key bank policies
Manage the ApplyOnline (AOL) loan submission process
Handle SMSF structures and self-employed loan applications
Assess income documentation — review payslips, company and individual tax returns
Conduct lender file follow-ups and track progress
Flexibly support ad-hoc tasks and multitask effectively during shifts

Client Management & Communication:

Assist with back-book client management (advantageous but not mandatory)
Follow the client review process end-to-end, beyond just scheduling meetings
Communicate with clients primarily via email (no outbound calling required)
Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential

Team Collaboration:

Participate on regular team Zoom calls for updates and team-building

Requirements

Required Experience & Skills

Minimum 2 years’ experience of relevant experience
Proficient with MyCRM and ApplyOnline
Strong skills in Microsoft Excel and Word, including spreadsheet creation
Excellent attention to detail, especially with data entry and documentation
Ability to multitask and work independently
Proactive problem-solver with a positive, engaging team presence