Mortgage Broker Support / Loan Processor (Mercury & Aol)

D2B; Philippines; On-site; PHP 558,000 - 759,000; Full time

Job summary

D2b is seeking an organized Mortgage Administration Support Specialist to manage backend loan files and ensure data integrity within Connective Mercury and ApplyOnline (AOL). You will support an Australian mortgage broker, audit documentation, and coordinate with lenders to keep applications moving smoothly.

The role requires detail-oriented work, timely updates in the CRM, and the ability to work independently within standard Australian processes.

Qualifications

• Experience supporting an Australian mortgage broker.
• Strong understanding of Australian residential lending processes.
• Excellent written and verbal English communication skills.
• High attention to detail and ability to work independently.

Responsibilities

• Create and maintain client files in CRM and update application statuses.
• Audit documents for completeness and lender requirements; enter Drivers License details.
• Enter client data into CRM and lender systems (Mercury and AOL) and prepare loan submissions.
• Monitor application progress and follow up missing documentation or lender requirements.
• Assist with settlement bookings and update CRM after settlement.

Skills

Australian lending knowledge

Detail oriented

English communication

Independent worker

Time management

Tools

Connective Mercury

ApplyOnline AOL

CRM

Microsoft Excel

Google Workspace

Adobe

Canva

Job description

Mortgage Broker Support / Loan Processor (Mercury & AOL)

Salary: ₱50,000 - 68,000 monthly

Company: D2b

Job Type: Full Time

Location: Philippines

Description

Position: Mortgage Broker Support/Loan Processor

Salary: PHP 50, 000 - PHP 68,000 / month

Working Hours & Conditions: Australian Business Hours

About the Company

The client is a premier, fast-growing boutique mortgage brokerage based in Canberra, Australia.

Founded and led by an industry expert with over 15 years of financial services experience (including a decade-long career with a major "Big Four" Australian bank)—the company was established to provide a more personalized, transparent, and supportive lending experience.

Overview

We are looking for an ultra-organized and detail-driven Mortgage Administration Support Specialist to serve as the operational engine room for a busy Australian mortgage brokerage.

In this role, you will be the ultimate gatekeeper of data integrity, compliance, and process flow. You will manage the backend lifecycle of loan applications from initial file setup in Connective Mercury, through document auditing and validation, to packaging and preparing submissions in ApplyOnline (AOL).

Responsibilities

Client File Management

• Create and maintain client files (opportunities and contacts) in CRM
• Enter solicitor/conveyancer details in CRM
• Approve and rename documents
• Record detailed file notes
• Update application statuses
• Ensure files are complete before progressing

Document Collection & Review

• Check documents have been received
• Review documents for completeness
• Check identification documents meet lender requirements (additional ID requirements for Scheme Loans)
• Enter Drivers Licence details in CRM
• Check information entered by clients in the Client Portal matches details on Drivers Licence (full names entered in CRM, date of birth is correct)
• Update account balances and liabilities based on the statements received
• Follow up missing documentation
• Note outstanding documents in the CRM, so that updated documents can be requested
• Review statements for undisclosed liabilities or re-occuring expenses

Loan Processing Support

• Enter client information into CRM and lender systems, mercury and AOL.
• Prepare loan application data in CRM for broker review
• Assist with preparing loan submissions in Apply Online for broker approval and lodgement
• Upload supporting documents to the lodgement portal (AOL)
• Complete compliance in CRM based on Appointment notes
• Complete lender checklists
• Order valuations
• Upload valuation reports to CRM
• Pricing requests & escalations

Application Tracking

• Monitor application progress
• Track lender turnaround times
• Follow up outstanding lender requirements
• Monitor outstanding conditions
• Update brokers on application progress

Settlement Support

• Monitor settlement dates
• Assist with settlement bookings
• Follow up outstanding settlement documents
• Confirm required documents have been returned
• Update CRM following settlement
• Review loan offers to ensure they have been completed with no errors

General Administration

• Assist with general administrative tasks as directed.
• Monitor shared inboxes.
• Help create marketing materials through CANVA.
• Request signatures and merge documents through Adobe

Requirements

• Previous experience supporting an Australian mortgage broker
• Strong understanding of Australian residential lending processes
• Excellent written and verbal English communication skills
• High attention to detail (spotting undisclosed liabilities, auditing ID documents)
• Ability to work independently and meet deadlines
• Strong organisational and time management skills
• Hands-on experience with Connective Mercury and ApplyOnline (AOL) is required
• Proficiency with Microsoft Excel, Google Workspace, Adobe, and Canva

Benefits

Why Join Us?

You will partner directly with an incredibly supportive, highly organized industry leader. This is a collaborative, stable environment where your processing expertise will have a direct impact on the business's daily success.