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

D2B; Philippines; Remote; PHP 709,000 - 850,000; Full time

Benefits offered by this job

Remote/WFH set up

AU Business Hours

Job summary

D2B is seeking a highly organized Mortgage Broker Assistant / Loan Processor to support an Australian mortgage broking business remotely. You will manage end-to-end loan processing from submission to settlement, ensuring files are complete and compliant while maintaining CRM records and client communications.

This full-time remote role offers AU business hours availability and a monthly AUD salary of 1,600, with preference for candidates familiar with Australian lending processes and Mercury CRM.

Qualifications

• Excellent attention to detail and numerical accuracy.
• Strong written English communication and organised work style.
• Ability to work independently in a remote environment.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Experience with Australian mortgage processing (desirable).

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 up-to-date application records in CRM.
• Track loan progress from submission to settlement.
• Complete loan health checks for existing clients.

Skills

Attention to detail

Numerical accuracy

Written English communication

Highly organized

Independent/remote work

Tools

Microsoft Office

Outlook

Word

Excel

Mercury CRM

Job description

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

Salary: ₱1,600 monthly

Company: D2b

Job Type: Full Time Remote / Work from Home

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

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:

• 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