Mortgage Broker Assistant

Tavor Perry; Sorsogon City; On-site; PHP 335,000 - 603,000; Full time

Job summary

Tavor Perry is seeking a Mortgage Loan Processing Specialist to guide client scenarios from initial handover to lodged applications. You will research lender options, run servicing calculations, and prepare loan recommendation summaries for brokers and clients.

The role requires experience in loan processing, attention to detail, and proactive client communication. You will manage document collection, CRM data entry, and contribute to process improvements within a growing mortgage broking team.

Qualifications

• 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 CRM and system data entry, with a strong ability to learn new platforms quickly.
• 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.
• Resolute, accurate, and productive when left to manage your own day.
• Strong communication skills.

Responsibilities

• Review new client files, supporting documents, and scenario summaries supplied by the broker.
• Research and compare lender products to find the best-fitting loan options for each client situation.
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders.
• Prepare clear written loan option summaries and recommendations for the broker to review before they go to the client.
• Complete accurate data entry and lodge loan applications in the CRM system.
• Collect required documents from clients by email, keeping the broker copied on all correspondence.
• Chase outstanding documents and information to keep applications moving.
• Support credit assessment and valuation requirements through to submission.
• Keep digital client files and application records organized and current.
• Contribute ideas and suggest improvements to existing processes and workflows.

Skills

Loan processing

CRM data entry

Documentation

Client communication

Tools

Broker CRM

Lender servicing calculators

Job description

Job Summary

Getting a client's mortgage from first handover to lodged application takes a careful hand, and a detail-oriented Mortgage Loan Processing Specialist will supply it for our growing mortgage broking business. You will take client scenarios through to loan submission, researching lender options, running servicing calculations, preparing loan recommendation summaries, and managing document collection. Hands-on lending or loan processing experience, the initiative to act without being told, and clear written communication with clients and lenders make for the ideal candidate.

Key Responsibilities

• Review new client files, supporting documents, and scenario summaries supplied by the broker
• Research and compare lender products to find the best-fitting loan options for each client situation
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders
• Prepare clear written loan option summaries and recommendations for the broker to review before they go to the client
• Complete accurate data entry and lodge loan applications in the CRM system
• Collect required documents from clients by email, keeping the broker copied on all correspondence
• Chase outstanding documents and information to keep applications moving
• Support credit assessment and valuation requirements through to submission
• Keep digital client files and application records organized and current
• 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 CRM and system data entry, with a strong ability to learn new platforms quickly
• 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
• Resolute, accurate, and productive when left to manage your own day
• 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
• Quick to switch between several active loan files and deliver on every one
• Comfort suggesting better ways of doing things and improving existing workflows

Why Join Us

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