Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.
We are seeking a dedicated and organized Mortgage Broker Assistant to join our team at D2B. In this remote role, you responsible for submitting loan applications and monitoring them through to formal approval, providing support to the Brokers and Scenarios Team. With a strong focus on fast and accurate loan submissions and approvals, you will provide support for Brokers and Scenarios Team members, arranging effective communication between Client, Lenders, Valuers and other Stakeholders, to ensure that our clients receive the best possible service.
Position: Mortgage Broker Assistant
Salary: PHP 50,000 - PHP 100,000/month
Working Hours & Conditions: Mondays to Fridays, 7:00AM to 4:00PM; full-time (remote)
Holidays: TBD
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
Requirements
Qualifications:
•
Experience: Bachelor’s degree in Business, Finance, or a related field (or equivalent experience). Minimum 1-2 years of 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
Benefits
Benefits
• Competitive salary based on experience and skill set
• 100% remote role — work from home anywhere in the Philippines
• Paid local holidays aligned with the Australian business calendar
• Opportunities for training and professional growth
• Work directly with a supportive Australian team — no agency middleman
• Long-term engagement with a stable and growing business
Originally posted on Himalayas
Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.
We are seeking a dedicated and organized Mortgage Broker Assistant to join our team at D2B. In this remote role, you responsible for submitting loan applications and monitoring them through to formal approval, providing support to the Brokers and Scenarios Team. With a strong focus on fast and accurate loan submissions and approvals, you will provide support for Brokers and Scenarios Team members, arranging effective communication between Client, Lenders, Valuers and other Stakeholders, to ensure that our clients receive the best possible service.
Position: Mortgage Broker Assistant
Salary: PHP 50,000 - PHP 100,000/month
Working Hours & Conditions: Mondays to Fridays, 7:00AM to 4:00PM; full-time (remote)
Holidays: TBD
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
Requirements
Qualifications:
•
Experience: Bachelor’s degree in Business, Finance, or a related field (or equivalent experience). Minimum 1-2 years of 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
Benefits
Benefits
• Competitive salary based on experience and skill set
• 100% remote role — work from home anywhere in the Philippines
• Paid local holidays aligned with the Australian business calendar
• Opportunities for training and professional growth
• Work directly with a supportive Australian team — no agency middleman
• Long-term engagement with a stable and growing business
Originally posted on Himalayas