Australian Mortgage Client Liaison & File Coordinator

D2B; Philippines; On-site; PHP 19,000 - 28,000; Full time

Job summary

D2b in the Philippines is seeking a Client Liaison Officer (Australian Mortgage) to manage the client journey from initial contact through to settlement, coordinating communication, collecting and validating documents, and ensuring files progress smoothly through the pipeline.

In this role you will handle client contact and appointment booking, guide document requirements, maintain precise CRM records using Mercury CRM, and support lenders, brokers and analysts to move files to underwriting and

Qualifications

• 3-5 years experience in AU mortgage broking or loan processing.
• Mercury CRM experience is essential.
• Excellent communication skills (verbal and written).
• High attention to detail and organisation.
• Ability to manage multiple files and follow up consistently.

Responsibilities

• Manage client journey from initial contact through to settlement.
• Coordinate communication and book meetings for brokers.
• Collect and validate documents within 5–7 days and maintain CRM data.
• Prepare files for submission and support handover to analysts.
• Support clients through to settlement and post-approval steps.

Skills

Communication skills

Attention to detail

Organisation

Multitasking

Education

Certificate IV in Finance and Mortgage Broking

Tools

Mercury CRM

Microsoft Office

Teams

SharePoint

Job description

D2b in the Philippines is seeking a Client Liaison Officer (Australian Mortgage) to manage the client journey from initial contact through to settlement, coordinating communication, collecting and validating documents, and ensuring files progress smoothly through the pipeline.

In this role you will handle client contact and appointment booking, guide document requirements, maintain precise CRM records using Mercury CRM, and support lenders, brokers and analysts to move files to underwriting and