AU Mortgage Broker Assistant

2 days ago

Ortigas, Philippines EMAPTA Full time ₱600,000 - ₱800,000 per year

As a Mortgage Broker Assistant, you'll provide essential support in loan processing, documentation review, and client coordination. Your keen eye for detail and understanding of financial processes will help ensure accurate, compliant, and efficient loan submissions for a seamless client experience.

Employment: Full-time

Setup: Fully onsite (Ortigas)

Schedule: Day Shift

Key Responsibilities:

  • Review supporting documents including Australian payslips, tax returns, bank statements, and ID documentation.
  • Accurately input and verify client data for servicing calculations, funder comparisons, and loan submissions.
  • Prepare and collate compliance documentation in line with NCCP and lender requirements.
  • Liaise with clients, lenders, solicitors, and valuers to monitor loan application progress and follow up on missing information.
  • Submit loans via Apply Online (AOL), and complete basic credit write-ups, background notes, and exit strategies.
  • Maintain aggregator CRM and marketing tools for the existing client base as needed.

Qualifications:

  • Minimum of 3 years' relevant experience.
  • Experience working primarily with an Australian-based business.

Skills:

  • Excellent English communication skills (written and verbal).
  • Strong attention to detail, organization skills, and ability to work independently.
  • Ability to work across the end-to-end client process.

Software:

  • Expertise and sound knowledge of Apply Online (AOL) and lender portals (AOL is the central mortgage application processing tool for funders).
  • Familiarity with Connective aggregator systems (preferred only

Job Type: Full-time

Application Question(s):

  • Do you have experience supporting AU client as Mortgage Broker Assistant?
  • What are the tools/CRM's/Applications you've used?
  • Are you willing to work fully onsite in Ortigas for this role?

Experience:

  • Mortgage Broker Assistant: 3 years (Preferred)

Work Location: In person

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