Mortgage Broking Administrator (MBA) - Levera Solutions

Link Wealth Adviser Support; Angeles; On-site; PHP 279,000 - 424,000; Full time

Benefits offered by this job

Work Life Balance

New Hire Welcome Merch

Friday Free Lunch

HMO Coverage

Quarterly Team Building

Tenure Bonus

Referral Bonus

Company Christmas Gifts

Holiday Shutdown

Job summary

Levera Solutions is an offshore services provider in Angeles City, Pampanga, delivering admin support for Australian financial services. We seek a Mortgage Broking Administrator (MBA) to back Mortgage Consultants with loan processing, documentation, and compliance tasks.

Role involves coordinating with lenders and onshore staff, data entry in FLEX/CRM, and maintaining service levels. Onsite, Monday–Friday mornings in Angeles City.

Qualifications

• Professional attention to detail and accuracy in records and workflows.
• Proficiency with mortgage software, CRM systems, and Microsoft Office.
• Awareness of ASIC/NCCP compliance and licensee policies.

Responsibilities

• Provide admin support to Mortgage Consultants for compliant loan processing.
• Coordinate with lenders, clients, and onshore staff to progress applications.
• Collate documents, NCCP forms, and compliance records.
• Enter client data in CRM/mortgage software; keep records up to date.
• Order valuations, prepare loan lodgements, and validate data.
• Assist with post-settlement activities and QA checks.
• Suggest process improvements to streamline workflows.

Skills

Attention to Detail

Administrative & Technical Competence

Regulatory & Compliance Awareness

Workflow & Task Management

Communication & Liaison Skills

Analytical & Problem-Solving Skills

Organisational & Teamwork Skills

Education

Bachelor’s degree in Finance/Business/Accounting

Tools

Microsoft Office

CRM / Mortgage Software (Mercury, ApplyOnline, Loanapp, Broker Engine)

Job description

Hiring: Mortgage Broking Administrator (MBA) – Levera Solutions

Work Arrangement: Onsite [Angeles City, Pampanga]: Monday to Friday, 6:00 AM – 3:00 PM

About our Company:

Levera Solutions is an offshoring company based in Angeles City, Pampanga, specializing in administrative and support services for the Australian financial services industry. Our team is specifically trained in financial services operations and works closely with clients to provide reliable, efficient, and high-quality support tailored to their business needs. We are committed to delivering exceptional service while helping our clients streamline their operations and achieve their business goals.

About the Role:

A Mortgage Broking Administrator (MBA) is responsible for:

• Providing administrative support to Mortgage Consultants to ensure loan applications are processed accurately, timely, and in compliance with regulatory and licensee requirements.
• Coordinating communication and interactions with lenders, clients, and onshore personnel to follow up on requirements, resolve queries, and progress loan applications.
• Collating and managing all applicant documentation, including NCCP forms, supporting documents, serviceability calculators, and compliance records.
• Entering and maintaining client information in CRM and mortgage software (e.g., FLEX), ensuring records are complete and up to date.
• Ordering property valuations, preparing loan lodgements, performing data validations, and flagging potential fraudulent items.
• Supporting post-settlement activities and assisting with compliance and quality assurance checks
• Contributing to process improvements and efficiency, identifying opportunities to streamline administrative workflows and enhance client experience.

Pre-Requisite Skills:

• Attention to Detail & Accuracy – Ensures client records, loan documentation, and workflows are accurate and complete.
• Administrative & Technical Competence – Proficient in mortgage software, CRM systems, and Microsoft Office (Word, Excel, Outlook).
• Regulatory & Compliance Awareness – Knowledge of ASIC, National Consumer Credit Protection (NCCP) Act, licensee policies, and privacy obligations; able to follow compliance checklists and audit procedures.
• Workflow & Task Management – Ability to prioritise tasks, track deadlines, and manage service levels and regulatory timeframes.
• Communication & Liaison Skills – Professional communication with clients, lenders, and onshore authorised personnel on administrative matters.
• Analytical & Problem-Solving Skills – Identifies errors, gaps, or process inefficiencies and escalates or suggests solutions appropriately.
• Organisational & Teamwork Skills – Ability to work collaboratively, follow supervision, adapt to process changes, and manage multiple tasks efficiently.

Qualifications:

• Previous experience in mortgage broking, home lending, or financial services administration is a plus.
• For Graduates: Must hold a bachelor’s degree in a relevant field (e.g., Finance, Business, Accounting, or related discipline).
• For Non-Degree Holders: Must have a minimum of 5 years of relevant work experience in financial services, mortgage administration, or a related area.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with CRM or mortgage software (e.g., Mercury, ApplyOnline, Loanapp, Broker Engine) is advantageous.

Benefits:

• Work Life Balance
• New Hire Welcome Merch
• Friday Free Lunch
• HMO Coverage (Upon 3rd Month)
• Quarterly Team Building
• Tenure Bonus
• Referral Bonus
• Company Christmas Gifts
• Holiday Shutdown