
Senior Mortgage Broker Specialist
6 days ago
Overview
Senior Mortgage Broker Specialist
Location: RunRemote, Makati, National Capital Region, Philippines
This is a full-time, 100% remote role with a fast-paced, client-focused financial services company. All roles are full-time and remote.
Responsibilities- Review and interpret financial documents, including tax returns, payslips, P&L statements, balance sheets, and trust structures.
- Conduct servicing calculations and prepare accurate templates for pricing and policy checks.
- Assist with lender research, policy interpretation, and preliminary assessments.
- Support brokers by preparing loan applications through systems such as Finsure, Infinity, and ApplyOnline.
- Track applications through the pipeline, including ordering valuations, lodging pricing requests, and chasing approvals.
- Communicate with clients to request supporting documents and follow up on outstanding information.
- Maintain accurate diary notes and file documentation in shared systems.
- Participate in daily and weekly team meetings to align on priorities and workflow.
- Provide quality checks on applications, identifying errors or inconsistencies before submission.
- Proactively contribute ideas to improve processes, workflows, and overall efficiency.
- Act as a potential future team leader, supporting the scaling of the offshore team.
- Minimum of 5 years’ experience working in a mortgage broker firm, loan processing, or banking.
- Strong ability to read and interpret complex financials, including self-employed income, trusts, and group structures.
- Proficiency with ApplyOnline, Finsure, Infinity, or other mortgage broker platforms, lender portals, and aggregator platforms.
- Proven experience with loan servicing calculators, broker portals, and submission platforms.
- Excellent attention to detail and accuracy, with the ability to identify errors and provide corrective feedback.
- Strong organisational skills with the ability to manage multiple transactions at once.
- Comfortable working in a fast-paced, changing environment where no two days are the same.
- Proactive, analytical thinker who understands transactions beyond “tick-the-box” tasks.
- Strong communication skills, with the ability to liaise confidently with brokers, clients, and lenders.
- Experience in commercial and residential applications is highly regarded.
- Willingness to learn, challenge processes, and help build the offshore operations function.
- AU$50 Internet Allowance
- AU$50 HMO allowance
- 10 days Paid Time Off
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