Mortgage Application Support 16822

REMOTE STAFF, INC.; Makati; Remote; PHP 335,000 - 670,000; Part time

Job summary

REMOTE STAFF, INC. is seeking a part-time mortgage application support specialist to work 30 hours weekly from a fully remote setup in the Philippines. You will prepare and organize mortgage files, review client documents, and ensure lender compliance while maintaining strict data confidentiality.

The role requires excellent written English, experience with mortgage workflows, and proficiency in Monday.com, Slack, and MS Office. Australian/New Zealand banking experience is highly valued.

Qualifications

• 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.
• High proficiency with Slack and MS Office.

Responsibilities

• Prepare and organise mortgage application files, ensuring 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 solely automated).
• 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).

Skills

Mortgage processing

AU/NZ banking

Compliance

Written English

Proactive

Attention to detail

Independent work

Confidentiality

Leadership potential

Team mindset

Tools

Monday.com

Slack

Microsoft Office

DocuSign

Workflow tools

Job description

About the role

This is a part-time mortgage application support role for an Australian financial advisory firm. You will work 30 hours per week, Monday to Friday, 11am to 6pm NZ Time, from a fully remote setup. The role involves preparing and organising mortgage application files, managing client documentation workflows, and ensuring compliance with lender requirements.

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)

About you

• 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)
• High proficiency with Slack (daily communication, including audio updates)
• High proficiency with Microsoft Office Suite
• High proficiency with DocuSign or similar tools
• Experience in insurance admin or financial services is a strong advantage
• 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 responsibility
• 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