Mortgage Broker Assistant / Loan Processor (Au Mortgage - Remote)

D2B; Philippines; Remote; PHP 714,000 - 855,000; Full time

Benefits offered by this job

Remote/WFH setup

AU Business Hours

Job summary

D2b is seeking a Mortgage Broker Assistant / Loan Processor for an Australian mortgage broking role. This remote, full-time position supports the director with end-to-end loan processing and administrative tasks during AU business hours.

You will prepare applications, gather documents, and track progress from submission to settlement, while maintaining CRM records and liaising with lenders.)

Qualifications

• Strong proficiency with Microsoft Office (Outlook, Word, Excel).
• Excellent attention to detail and numerical accuracy.
• Strong written English communication and ability to work independently.
• Highly organised with the capacity to manage multiple loan files remotely.

Responsibilities

• Prepare and package home loan applications for submission to lenders.
• Collect, review, and organise client supporting documents.
• Ensure loan files meet lender and compliance requirements.
• Maintain accurate application records in CRM and track progress to settlement.
• Draft and format documents in Word, including loan summaries.
• Follow up with lenders and stakeholders on outstanding requirements.
• Organise settlement gifts for clients.

Skills

Attention to detail

Written English communication

Highly organised

Independent work

Tools

MS Office

Job description

Mortgage Broker Assistant / Loan Processor (AU Mortgage - Remote)

Salary: ₱1,600 monthly

Company: D2b

Job Type: Full Time Remote / Work from Home

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Job Description - Mortgage Broker Assistant / Loan Processor (AU Mortgage - Remote)

Description

Position : Mortgage Broker VA / Loan Processor
Salary : $1600 AUD / month
Working Hours & Conditions : AU Business Hours

ABOUT THE COMPANY:

The client is an independent, client-focused Australian mortgage brokerage and financial solutions firm based in New South Wales. Guided by a "client for life" philosophy, the company aims to move beyond traditional transactional lending. Instead, they focus on educating, empowering, and providing clarity to clients so they can confidently navigate their property and financial journeys. They pride themselves on delivering an exceptional customer experience, fostering long-term relationships, and making the complex loan process as transparent and straightforward as possible.

OVERVIEW:

We are seeking a highly organised and detail focused Virtual Assistant to support an Australian mortgage broking business supporting the Director/Mortgage Broker. This is a full-time remote position providing end to end loan processing and administrative support across the mortgage application lifecycle.

You will work closely with the broker to prepare, manage, and track home loan applications from submission through to settlement, ensuring files are complete, accurate, and efficiently progressed.

RESPONSIBILITIES:

Loan Processing & File Management

• Prepare and package home loan applications for submission to lenders
• Collect, review, and organise client supporting documents
• Ensure loan files meet lender and compliance requirements
• Maintain accurate and up to date application records in CRM
• Track loan progress from submission through to settlement
• Complete home loan health checks for existing home loan clients

Broker Support & Administration

• Manage broker inbox and client communication via Outlook
• Draft and format documents in Word including loan application summaries
• Follow up with lenders and stakeholders regarding outstanding requirements
• Organise settlement gifts for clients

Requirements

Essential

• Strong proficiency in Microsoft Office (Outlook, Word, Excel)
• Excellent attention to detail and numerical accuracy
• Strong and confident written English communication skills
• Highly organised with the ability to manage multiple loan files
• Ability to work independently in a remote environment

Highly Desirable

• Previous experience working with an Australian mortgage broker or brokerage (ideally at least 12 months experience)
• Familiarity with Australian lending processes and documentation
• Experience using Connective’s Mercury CRM
• Background in mortgage processing, banking, finance, or credit administration

Benefits

• Remote/WFH set up
• AU Business Hours