Mortgage Broker Assistant

Tavor Perry; Mati; On-site; PHP 350,000 - 550,000; Full time

Job summary

Tavor Perry is seeking a detail-oriented Mortgage Loan Processing Specialist to guide client scenarios from file handover to loan submission. You will research lender options, run servicing calculations, draft summaries, and manage document collection with strong written English for clients and lenders.

Ideal candidates have hands-on lending or loan processing experience, take initiative, and can work independently while maintaining accurate CRM data and clear communications.

Qualifications

• 1–2 years in loan processing, mortgage brokerage support, or lending operations.
• Understanding of the full loan process: documents, credit assessment, valuations, and submission.
• Experience running servicing calculations and comparing lender products.
• Ability to write loan summaries and recommendations.
• Confident CRM and system data entry; quick learner with new platforms.

Responsibilities

• Review new client files, documents, and scenario summaries from the broker.
• Research lender products to find right loan options for each client.
• Compute servicing and serviceability calculations across shortlisted lenders.
• Draft clear loan option summaries and recommendations for broker review.
• Enter data accurately and lodge loan applications in the CRM.
• Request missing documents via email and keep broker copied on exchanges.
• Pursue outstanding documents to keep applications on track.
• Support credit assessment and valuation requirements up to submission.
• Maintain tidy digital client files and application records.
• Suggest improvements to processes and workflows.

Skills

Loan processing experience

Lending operations knowledge

Clear English written communication

Self-starting, proactive

CRM data-entry proficiency

Job description

Job Summary:
We’re keeping a seat open for a detail-oriented Mortgage Loan Processing Specialist to back a growing mortgage broking business. You’ll guide client scenarios from the first file handover all the way to loan submission, which covers researching lender options, running servicing calculations, writing loan recommendation summaries, and managing document collection. The best match will be someone with hands‑on lending or loan processing experience who takes initiative on their own and writes clearly to clients and lenders.

Key Responsibilities:

• Go through new client files, supporting documents, and scenario summaries passed on by the broker

• Research and weigh up lender products to find the right loan options for each client

• Complete servicing and serviceability calculations, including buffer assessments, across shortlisted lenders

• Draft clear written loan option summaries and recommendations for the broker to check before they reach the client

• Enter data accurately and lodge loan applications in the CRM system

• Gather required documents from clients over email, copying the broker on every exchange

• Chase outstanding documents and details so applications stay on track

• Support credit assessment and valuation requirements up to submission

• Keep digital client files and application records tidy and current

• Put forward ideas and improvements for existing processes and workflows

Mandatory Skills:

• At least 1-2 years of experience in loan processing, mortgage brokerage support, or lending operations

• Solid understanding of the full loan process: document collection, credit assessment, valuations, and submission

• Experience running servicing calculations and comparing lender products

• Ability to write loan summaries and recommendations

• Confident CRM and system data entry and a knack for learning new platforms quickly

• Excellent written English for professional emails to clients

• High attention to detail and accuracy with financial documents and figures

• Proactive and self-starting, comfortable taking a file and running with it without step‑step guidance

• Trustworthy, exact, and self-reliant

• 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

• Good at moving several active loan files forward together

• Happy to suggest better ways of working and improve existing workflows

Why Join Us:

You’ll join a small, close‑knit team where your work makes a direct, visible difference to the business. You’ll work with an experienced finance professional who appreciates initiative, shares knowledge generously, and welcomes ideas from the whole team. There’s genuine room to grow, and the role will expand as the business does.