Mortgage Application Support

REMOTE STAFF, INC.; Philippines; Remote; PHP 223,000 - 469,000; Part time

Benefits offered by this job

Work from home

SSS/Philhealth/Pag-ibig coverage

Competitive compensation

Job summary

Remote Staff, INC. is seeking a Mortgage Application Support specialist to join our remote team from the Philippines. This part-time role (30 hours weekly) supports AU/NZ clients, with NZ time hours 11am–6pm, Monday–Friday.

You will prepare and verify mortgage files, collect documents, and manage workflows via Monday.com, communicating with clients by email to request updates. Emphasis on accuracy, compliance, and timely submissions.

Qualifications

• Proven mortgage application processing / loan packaging experience (AU/NZ preferred)
• Strong understanding of mortgage workflows, compliance, and documentation
• Ability to analyse financial documents (bank statements, income, liabilities)
• Excellent written English (client-facing communication required)
• High proficiency with: Monday.com, Slack, Microsoft Office Suite, DocuSign or similar tools
• Experience in insurance admin or financial services is a strong advantage

Responsibilities

• Prepare and organise mortgage application files, ensuring all documentation is complete and accurate
• Collect, review, and follow up on client documents (bank statements, payslips, IDs, etc.)
• Manage workflows and pipelines via Monday.com and checklist systems
• Send and manage client requirements using workflow tools (e.g. checklist systems)
• Communicate with clients via email only to request information and provide updates
• Proactively follow up outstanding requirements and ensure submissions meet compliance and lender requirements
• Maintain organised and accessible digital filing systems
• Conduct strict quality checks (grammar, spelling, completeness) before submission
• Assist with insurance administration (forms, submissions, client coordination)
• Collaborate with advisers and operations to ensure smooth processing workflows
• Over time: train and support new admin hires

Skills

Excellent written English

Proactive communicator

Attention to detail

Independent worker

Time management

Tools

Monday.com

Slack

Microsoft Office

DocuSign

Job description

JO 16822 | Mortgage Application Supportfor AU Financial Advisory Firm

Job Type: Part-time (30 hours per week)

Working Hours:Monday to Friday, 11am to 6pm NZ Time

Why choose Remote Staff?

• 100% Work from Home. No office-based setups. Manage your time efficiently and enjoy work-life balance.
• 18+ years in the remote work industry. We’ve helped more than 8K Filipinos establish virtual careers with international clients since 2007.
• Competitive and negotiable compensation (depending on skill level & experience)
• 100% coverage on Government Contributions Remittance* to SSS, Philhealth and Pag-ibig. Traditional employment set-ups cover only 50%, while you shoulder the other half as a salary deduction.

*Terms and conditions apply.

Reminders:

• Applying to Remote Staff is 100% FREE
• Processing your application is 100% FREE
• We will NEVER ask for placement fees, bank details, GCcash accounts, training fees, reservation fees, or any form of payment

Key Responsibilities

• Prepare and organise mortgage application files, ensuring all documentation is complete and accurate
• Collect, review, and follow up on client documents (bank statements, payslips, IDs, etc.)
• Manage workflows and pipelines via Monday.com and checklist systems
• Send and manage client requirements using workflow tools (e.g. checklist systems)
• Communicate with clients via email only to request information and provide updates
• Proactively follow up outstanding requirements (not relying solely on automation)Ensure all submissions meet compliance and lender requirements
• Maintain organised and accessible digital filing systems
• Conduct strict quality checks (grammar, spelling, completeness) before submission
• Assist with insurance administration (forms, submissions, client coordination)
• Collaborate with advisers and operations to ensure smooth processing workflows
• Over time: train and support new admin hires

What We’re Looking For

Experience & Technical Skills

• Proven experience in mortgage application processing / loan packaging (AU/NZ preferred)
• Strong understanding of mortgage workflows, compliance, and documentation
• Ability to analyse financial documents (bank statements, income, liabilities)
• Excellent written English (client-facing communication required)
• High proficiency with:
  • Monday.com (highly preferred)
  • Slack (daily communication, including audio updates)
  • Microsoft Office Suite
  • DocuSign or similar tools
• Experience in insurance admin or financial services is a strong advantage

Key Traits (Non-Negotiable)

• Accuracy-first mindset – errors (especially grammar/spelling) are not acceptable
• Highly proactive – follows up and takes initiative without being asked
• Clear, direct, and professional communicator (no vague updates)
• Hardworking and reliable – focused on output, not just activity
• Positive attitude and team-oriented mindset
• High level of confidentiality and professionalism with sensitive client data
• Comfortable working in a structured, monitored environment
• Willingness to learn, adapt, and take on leadership responsibilities
• Australian or New Zealand banking experience, preferably Australian banking.
• Strong task comprehension, initiative, and the ability to work independently with minimal supervision.
• Good IT proficiency, adaptability, and the ability to navigate multiple systems efficiently.
• A dedicated home-office setup with two monitors.
• Strong attention to detail, accuracy, and the ability to work at pace.

Note: Please prepare your Government IDs (TIN, SSS, Philhealth, Pag-ibig) as part of the application and placement process. In the event of placement to a contract with a client, you will be required to submit a copy of your BIR 2303 (Certificate of Registration) as part of compliance with government regulations.