Mortgage Broker Assistant - #35280

Manila Recruitment; Philippines; Presencial; PHP 300.000 - 420.000; Jornada completa

Descripción de la vacante

Manila Recruitment is seeking a Mortgage Broker Assistant in the Philippines to support end-to-end backend operations of the mortgage process. You will manage CRM updates, document collection, and lender follow-ups, ensuring loan applications move smoothly from preparation to settlement.

You will own the pipeline, keep deals on track, and contribute to process improvements to help the business scale efficiently.

Formación

• Experience in the Australian mortgage broking industry is essential.
• Strong ownership mindset and ability to work independently.
• Highly organized with excellent attention to detail.
• Proactive and process-driven, able to identify gaps and improve workflows.
• Comfortable in a growing business where systems are still being built.

Responsabilidades

• Update client and loan information in the Mercury CRM accurately.
• Manage the loan pipeline to ensure timely progress.
• Follow up on required documents and ensure completeness before submission.
• Prepare and organize loan applications per lender requirements.
• Coordinate with lenders and stakeholders for updates and follow-ups.
• Arrange post-settlement tasks like 6- and 12-month reviews and rate checks.
• Identify delays or issues early and take action to keep deals on track.
• Assist in improving processes and workflows within Mercury.
• Provide general admin support to keep daily operations running smoothly.

Conocimientos

Australian mortgage broking

Ownership mindset

Attention to detail

Process-driven

Independent work

Mercury CRM

Herramientas

Connective Mercury CRM

Descripción del empleo

Mortgage Broker Assistant - #35280

Company : Manila Recruitment Job Type : Full Time Philippines

Job Description - Mortgage Broker Assistant - #35280

Description

As a Mortgage Broker Assistant, you will support the end-to-end backend operations of the mortgage process, ensuring loan applications move smoothly from preparation to settlement. This includes managing CRM updates, document collection, application preparation, and lender follow-ups.

You will take ownership of the pipeline, proactively keeping deals on track while also supporting process improvements to help the business scale efficiently.

Company Profile:

Our client is an Australian-based boutique, client-first brokerage led by a single, highly experienced broker. They provide access to a wide range of lending solutions across multiple financial institutions, with a highly personalised approach that ensures each client receives tailored recommendations aligned with their goals, financial situation, and long-term plans.

As a single-broker growing business now expanding, they are growing their team in the Philippines and are looking for a Mortgage Broker Assistant to support the end-to-end backend operations of their lending process. This role will work directly and closely with the founder, providing hands‑on support as their sole assistant in the business. As the business continues to grow, there may be opportunities to collaborate with additional team members down the track.

This is a great opportunity to join an early‑stage business at ground level, gain exposure to the Australian mortgage industry, work closely alongside

Duties and Responsibilities:

• Keep client and loan information updated and accurate in Connective Mercury


• Manage the loan pipeline and make sure all applications are moving forward on time


• Follow up on required documents and ensure everything is complete before submission


• Prepare and organize loan applications based on lender requirements


• Coordinate with lenders and other stakeholders for updates and follow-ups


• Handle post-settlement tasks, such as scheduling client check-ins (e.g., 6- and 12-month reviews, rate checks)


• Spot delays or issues early and take action to keep deals on track


• Help improve processes and workflows, especially within Mercury


• Support in organising backend operations to make work more efficient


• Provide general admin support to keep daily operations running smoothly

Requirements

Must-have Skills / Qualifications:

• Proven experience in the Australian mortgage broking industry


• Strong ownership mindset with the ability to work independently


• Highly organized with excellent attention to detail


• Proactive and process-driven, with the ability to identify gaps and improve workflows


• Comfortable working in a growing business where systems are still being built

Advantageous Skills / Experience:

• Hands‑on experience with Connective Mercury CRM (strong advantage)