(CG) Mortgage Broker Assistant / Loan Processor - 314
D2B
PhilippinesPosted 30 days agoDiscoveredMatch locked
RemoteFull Time2+ years exp
Salary rang
e: 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.
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
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
Tools & Software You’ll Use
•
MyCRM
(loan pipeline management)
•
ApplyOnline (AOL)
(lender submission platform)
•
Microsoft Office
Excel & Word
•
Zoom
(team meetings)
- AI tools within CRM (for file notes)
Originally posted on Himalayas
Not included in the source posting: benefits.
Skills
artificial-intelligenceexcelphp
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
Read automatically from the employer's posting text. Always confirm with the employer — requirements can change after a job is published.