Mortgage Broking Assistant (On-site, Morning Shift)

Jobs360; Philippines; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Day 1 HMO Coverage

Unlimited Barista Coffee all shift

Free Parking & Shuttle

Premium Game Lounge – on-site

Social Passion Clubs

Engaging Monthly Events

Referral Incentives

Statutory Benefits

Job summary

Jobs360 is seeking a Mortgage Broking Assistant for an on-site morning shift in the Philippines. The role supports an Australian mortgage broking business, handling admin tasks, mortgage submissions, and client documentation with direct liaison to lenders and brokers.

The ideal candidate brings hands-on Australian broking experience, strong English communication, and proficiency in Mercury Nexus CRM, MS Office, and loan processing platforms.

Qualifications

• Hands-on experience in an Australian mortgage broking environment.
• Experience preparing and processing Australian residential mortgage applications.
• Proficiency with Connective Mercury Nexus CRM.
• Excellent written and verbal English communication.
• Ability to manage multiple mortgage applications end-to-end.
• Proficiency in Microsoft Office and 365.

Responsibilities

• Provide day-to-day administrative support to the mortgage broking team.
• Prepare and assist with Australian mortgage applications.
• Collect, organise, and verify client financial information and docs.
• Liaise with Australian lenders, brokers, and clients.
• Monitor applications from submission to settlement.
• Maintain accurate client records in CRM and loan systems.

Skills

Mortgage processing

Australian lending knowledge

CRM management

English communication

Tools

Connective Mercury Nexus CRM

Microsoft Office 365

Loan Processing Platforms

ApplyOnline

Job description

Job Openings Mortgage Broking Assistant (On-site, Morning Shift)

About the job Mortgage Broking Assistant (On-site, Morning Shift)

Position Overview

We are seeking an experienced Mortgage Broking Assistant to provide administrative and operational support to an Australian mortgage broking business. The successful candidate must have hands‑on experience working within an Australian mortgage broking environment, particularly in preparing and processing residential mortgage applications.

The ideal candidate is organised, detail-oriented, and confident communicating with Australian lenders, brokers, and clients while managing applications throughout the lending process.

Key Responsibilities

• Provide day-to-day administrative and operational support to the mortgage broking team.
• Prepare, process, and assist with the submission of Australian mortgage and loan applications.
• Collect, organise, and verify client financial information and supporting documentation.
• Liaise with Australian lenders, brokers, and clients regarding application requirements and outstanding documentation.
• Monitor applications from initial submission through to settlement.
• Maintain accurate client records and update CRM and loan processing systems.
• Manage client communications, emails, appointments, and follow-ups.
• Provide additional administrative support as required
• M andatory previous hands‑on experience working within an Australian mortgage broking business, preferably in a Mortgage Broking Assistant or Loan Processing role.
• Demonstrated experience preparing and processing Australian residential mortgage applications.
• Mandatory hands‑on experience using Connective's Mercury Nexus CRM.
• Strong understanding of Australian lender requirements, lending documentation, and mortgage application processes.
• Experience communicating with Australian lenders, brokers, and clients.
• Excellent written and verbal English communication skills.
• Strong attention to detail and organisational skills, with the ability to manage multiple applications.
• Ability to work independently, prioritise tasks, and meet deadlines.
• Proficiency in Microsoft Office and Microsoft 365.
• Ability to handle confidential financial and client information professionally.

Proficient With

• Connective Mercury Nexus CRM (Mandatory)
• Microsoft Office and Microsoft 365
• Loan Processing Platforms
• ApplyOnline
• Australian Lender Portals
• Experience Advantage
• Experience managing mortgage applications from initial submission through to settlement.
• Knowledge of Australian mortgage compliance and responsible lending documentation.
• Experience supporting multiple mortgage brokers simultaneously.

Shore Xtra Perks

• Day 1 HMO Coverage
• Unlimited Barista Coffee all shift long.
• Free Parking & Shuttle
• Premium Game Lounge – Relax and recharge in our dedicated on-site recreational zone.
• Social Passion Clubs – Connect with like-minded peers through our Photography Club, Dance Club, Fitness Club, Book Club, and Music Club.
• Engaging Monthly Events – Enjoy regular team activities and celebrations with amazing prizes and rewards.
• Referral Incentives – Get rewarded for bringing top talent to the team through our referral program.
• Statutory Benefits – Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, OT, and Premium Pays.