Mortgage Broker Assistant

vamasters, Inc.; Lapu-Lapu; On-site; PHP 279,000 - 502,000; Full time

Job summary

vamasters, Inc. is seeking a detail-oriented Mortgage Loan Processing Specialist to support a growing mortgage broking business.

You will take client scenarios from initial file handover through to loan submission, researching lender options, running servicing calculations, and preparing loan recommendation summaries. You will manage document collection, enter data into the CRM, and keep clients and lenders informed with clear written communication.

Qualifications

• Minimum 1-2 years of experience in loan processing or lending operations.

Responsibilities

• Review new client files and scenario summaries from the broker.
• Research and compare lender products to find suitable loan options.
• Run servicing and serviceability calculations across shortlisted lenders.
• Prepare written loan option summaries and broker-facing recommendations.
• Enter data accurately and lodge loan applications in the CRM system.
• Collect required documents from clients by email and keep broker copied.
• Follow up on outstanding documents to keep applications moving.
• Support credit assessment and valuation requirements through to submission.
• Keep digital client files and records organized and up to date.
• Contribute ideas to improve processes and workflows.

Skills

Loan processing experience

End-to-end loan process

Servicing calculations

Written loan summaries

CRM data entry

Written English communication

Attention to detail

Proactive/self-starting

Independent worker

Strong communication skills

Tools

CRM system

Job description

Job Summary

We're in pursuit of a detail-oriented Mortgage Loan Processing Specialist to support a growing mortgage broking business. You'll take client scenarios from initial file handover through to loan submission - researching lender options, running servicing calculations, preparing loan recommendation summaries, and managing document collection. You'll be a great fit if you have hands-on lending or loan processing experience, act on your own initiative, and communicate clearly in writing with clients and lenders.

Key Responsibilities

• Review new client files, supporting documents, and scenario summaries from the broker
• Research and compare lender products to find the most suitable loan options for each client's situation
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders
• Prepare clear written loan option summaries and recommendations for broker review before they reach the client
• Enter data accurately and lodge loan applications in the CRM system
• Collect required documents from clients by email, keeping the broker copied on all correspondence
• Follow up on outstanding documents and information so applications keep moving
• Support credit assessment and valuation requirements through to submission
• Keep digital client files and application records organized and up to date
• Contribute ideas and suggest improvements to existing processes and workflows

Mandatory Skills

• Minimum 1-2 years of experience in loan processing, mortgage brokerage support, or lending operations
• Solid understanding of the loan process end to end: document collection, credit assessment, valuations, and submission
• Experience running servicing calculations and comparing lender products
• Ability to prepare written loan summaries and recommendations
• Confident with CRM and system data entry, and quick to learn new platforms
• Excellent written English for professional client-facing email communication
• High attention to detail and accuracy with financial documents and figures
• Proactive and self-starting - able to take a file and run with it without step-by-step instructions
• Careful, organized, and able to work solo
• Strong communication skills

Preferred Skills

• Experience supporting Australian mortgage brokers or familiarity with Australian lenders and lending policy
• Background in banking, financial services, or credit
• Familiarity with broker CRM platforms and lender servicing calculators
• Experience managing several active loan files at once
• Comfortable suggesting better ways of working and improving existing workflows

Why Join Us

This is an opportunity to join a small, close-knit team where your work has a direct and visible impact on the business. You'll work alongside an experienced finance professional who values initiative, shares knowledge openly, and welcomes new ideas from everyone. There's real room to grow, with the role expanding as the business does.