Mortgage Broker Assistant

2 days ago

San Fernando, Central Luzon, Philippines D2B Full time ₱57,800 - ₱73,200

Position: Mortgage Broker Assistant

Salary: PHP 57,800 - PHP 73,200/month

Working Hours & Conditions: Mondays to Fridays, 9:00AM - 5:00PM PH Time

Holidays: Australian Holidays

OVERVIEW:

The company is seeking for an experienced Mortgage Broker Assistant who provides comprehensive administrative and client support to mortgage brokers, ensuring smooth processing of loan applications from submission through settlement. The role requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a fast-paced financial services environment.

RESPONSIBILITIES:

Loan Processing & Documentation

  • Verify and review client income documentation, credit reports, and supporting information.
  • Order and track property valuations, pricing, and other lender-related requirements.
  • Complete servicing calculators and prepare product comparisons.
  • Structure funding positions and assess client living expenses.
  • Prepare detailed broker notes and maintain accurate loan files.
  • Calculate borrowing capacity and assist in preparing compliance documents.
  • Respond to lender requests, including minor MIRS (Mortgage Information Requests).
  • Manage files through all stages — from pre-assessment to settlement.

Client & Lender Communication

  • Liaise with clients to collect missing documents or clarify information.
  • Communicate with lenders, solicitors, and other stakeholders to ensure timely progress.
  • Provide updates to brokers and clients on application status.
  • Maintain professional and proactive client communication throughout the process.

Administrative & Operational Support

  • Track loan progress, delivery dates, and application follow-ups.
  • Manage email and phone correspondence for the broker.
  • Update CRM systems, client records, and internal trackers.
  • Support sales representatives with administrative tasks as required.
  • Prepare reports, summaries, and pipeline updates for management.
  • Bonus ad hoc task: can manage social media for the business

QUALIFICATIONS:

  • Experience: Bachelor's degree in Business, Finance, or a related field (or equivalent experience). Minimum 2 years' experience in mortgage processing, lending, or financial services.
  • Experience with Australian lenders and mortgage products (required).
  • Technical Skills: Familiarity with broker systems and loan platforms (Mercury, ApplyOnline)
  • Strong understanding of loan structures, banking, and finance principles.
  • Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation.
  • Exceptional communicator: articulate, polished, and personable in both written and verbal interactions

MINDSET AND ATTRIBUTES:

  • Highly organized, results-focused, and capable of managing multiple loan files simultaneously.
  • Demonstrates initiative, accountability, and a proactive approach and has good processing habits to resolve issues.
  • Ability to manage confidential information with discretion.
  • Team player with a positive, professional attitude.

PREFERRED SKILLS (nice to have):

  • Exposure to SMSF loans or complex loan structures and self employed financials is advantageous
  • Previous remote or offshore experience with Australian brokers preferred.

  • Mortgage Specialist

    2 days ago

    San Fernando, Central Luzon, Philippines 7e958d74-d592-41df-b731-755f654eedd2 Full time ₱1 - ₱2 per year

    Discover your 100% YOU with BeepoPosition: AU Loan ProcessorLocation: Central LuzonWork setup & shift: Remote | Day ShiftWhat's in it for you?Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)Employee Referral ProgramWork Life BalanceYour RoleAs an AU Loan Processor, you are responsible for:3-5 years of AU loan processing experience...

  • AU Mortgage Loan Processor | WFH | Up to PHP100K

    1 week ago

    San Fernando, Central Luzon, Philippines Emapta Full time ₱50,000 - ₱100,000 per year

    Building Dreams, One Home Loan at a Time. Play a key role in helping people achieve homeownership while working with a trusted financial leader. This is your chance to grow a rewarding career in mortgage processing-offering stability, flexibility, and global experience right from your home. This role lets you thrive in the fast-paced world of financial...

  • Broker Coordinator

    2 weeks ago

    San Fernando, Central Luzon, Philippines APEC Homes Full time ₱900,000 - ₱1,200,000 per year

    We are seeking a dynamic and results-oriented Broker Coordinator to join our Marketing and Sales Operation team. The ideal candidate will possess strong organizational skills and excellent communication abilities.ResponsibilitiesDevelop new partnerships by attracting brokers and sellers through various advertising channels to ensure a sufficient supply of...

  • Brokers Network Officer

    1 week ago

    San Fernando, Central Luzon, Philippines The New APEC Development Corporation Full time ₱250,000 - ₱500,000 per year

    We are seeking a dynamic and results-oriented Brokers Network Officer to join our Marketing and Sales Operation team. The ideal candidate will possess strong organizational skills and excellent communication abilities.ResponsibilitiesDevelop new partnerships by attracting brokers and sellers through various advertising channels to ensure a sufficient supply...

  • Senior Credit Analyst

    2 weeks ago

    San Fernando, Central Luzon, Philippines Khris Designs and Furniture Trading Full time ₱900,000 - ₱1,200,000 per year

    We are seeking an experienced and detail-oriented Credit Analyst / Loan Packager to join our professional team.Key Responsibilities• Assess and package residential loan applications for approval in line with lending policies and compliance requirements.• Evaluate and process loans involving trusts, companies, and SMSFs.• Develop and implement lending...

  • Sales Coordinator

    1 week ago

    San Fernando, Central Luzon, Philippines Schola Angelicus Inc. - Cabuyao Full time ₱250,000 - ₱500,000 per year

    Job SummaryAssist the Broker Management Team Head in overseeing the broker sales network and executing approved sales and marketing programs. Provide regular sales updates to sellers through visits, social media, SMS, calls, and meetings. Handle the team's administrative tasks, including safekeeping accreditation contracts, preparing sales reports,...

  • Sales Coordinator

    1 week ago

    San Fernando, Central Luzon, Philippines Schola Angelicus Inc. - Cabuyao Full time ₱24,000 - ₱48,000 per year

    Job SummarySupport and strengthen local recruitment operations, including broker onboarding, accreditation processes, and group events.Coordinate logistical requirements for broker-related activities such as open houses, project site tours, and batch orientations.Ensure accurate tracking and documentation of broker records, and assist in preparing weekly KPI...

  • Marketing and Sales Coordinator

    2 weeks ago

    San Fernando, Central Luzon, Philippines APEC Homes Full time ₱800,000 - ₱1,200,000 per year

    We are seeking a dynamic and results-oriented Marketing and Sales Coordinator to join our Marketing and Sales Operation team. The ideal candidate will possess strong organizational skills and excellent communication abilities.ResponsibilitiesDevelop new partnerships by attracting brokers and sellers through various advertising channels to ensure a sufficient...

  • Marketing Officer

    1 week ago

    San Fernando, Central Luzon, Philippines The New APEC Development Corporation Full time ₱800,000 - ₱1,200,000 per year

    We are seeking a dynamic and results-oriented Marketing Officer to join our Marketing and Sales Operation team. The ideal candidate will possess strong organizational skills and excellent communication abilities.ResponsibilitiesDevelop new partnerships by attracting brokers and sellers through various advertising channels to ensure a sufficient supply of...

  • Accounts Development Representative

    1 week ago

    San Fernando, Central Luzon, Philippines The New APEC Development Corporation Full time ₱900,000 - ₱1,200,000 per year

    We are seeking a dynamic and results-oriented Accounts Development Representative to join our Marketing and Sales Operation team. The ideal candidate will possess strong organizational skills and excellent communication abilities.ResponsibilitiesDevelop new partnerships by attracting brokers and sellers through various advertising channels to ensure a...