Mortgage Broker

2 days ago

Manila, National Capital Region, Philippines d2B Full time ₱3,600,000 - ₱4,800,000 per year

Position: Mortgage Broker / Senior Parabroker (Sales-Focused, Remote)

Salary: PHP 85,000 - PHP 100,000/month

Working Hours & Conditions: Mondays to Fridays, 6:00AM to 3:00PM PH working hours

Holidays: Australian Holidays

OVERVIEW:

This is a sales-focused, client-facing role — not an admin or back-office position. You'll be the main point of contact for clients, conducting Zoom consultations, understanding their needs, structuring deals, and providing solutions under our broker code. You'll receive qualified leads, but will also be encouraged to nurture referrals and build your own book of clients through great service and long-term relationships.

After a 6-month probation period, you'll be eligible for a sales-based incentive structure tied to KPIs and client outcomes.

RESPONSIBILITIES:

  • Manage the end-to-end mortgage process — from client enquiry to post-settlement
  • Conduct discovery and strategy sessions via Zoom to identify client goals and lending needs
  • Assess and structure loan scenarios aligned with lender policy and client objectives
  • Prepare and lodge applications through MyCRM, ApplyOnline, and Go High Level
  • Liaise with clients, lenders, and settlement agents to ensure smooth progression
  • Present and explain loan solutions in a clear, professional manner
  • Maintain pipeline management and client communication through the CRM system
  • Provide post-settlement care — including rate reviews, pricing requests, and client nurturing
  • Develop new business opportunities through referrals and relationship building

Requirements:

QUALIFICATIONS:

  • Experience: Minimum 2 years in Australian mortgage broking, parabroking, or credit analysis
  • Education: Certificate IV in Finance and Mortgage Broking preferred (can be provided for the right candidate)
  • Tools: Experience with MyCRM, ApplyOnline, and Go High Level preferred
  • Communication: Exceptional English communication (spoken and written) and client presentation skills
  • Sales G Relationship Skills: Confident in conducting client meetings, understanding needs, and building trust
  • Work Ethic: Proactive, dependable, and goal-oriented with a long-term growth mindset
  • Cultural Fit: Someone who genuinely cares about helping clients achieve financial success

Benefits:

What's in it for you?

  • Sales incentive program after 6-month probation (KPI-based)
  • Ǫualified leads provided, plus opportunity to grow your own client base
  • 100% remote role (Australian business hours)
  • Full back-office support for data entry, valuations, and settlement follow-ups
  • Ongoing training, mentoring, and professional development
  • Collaborative, values-driven culture with long-term growth potential

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