Mortgage Ops Pro: Assistant & Loan Processor

D2B

Philippines

Remote

PHP 502,000 - 670,000

Full time

14 days+
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Job summary

D2B in the Philippines is seeking a Mortgage Broker Assistant & Loan Processor to handle end-to-end loan packaging, pipeline tracking, and broker inbox triage. This role supports a top-performing broker in a high-volume environment, ensuring accurate data and timely communication with clients and lenders.

Ideal candidates have 2+ years in Australian mortgage processing, hands-on use of ApplyOnline and CRMs like Salestrekker or MyCRM, and a solid understanding of NCCP guidelines.

Qualifications

  • Minimum 2+ years in Australian mortgage processing or broker support.
  • Proficient with ApplyOnline and Australian CRMs.
  • Strong knowledge of NCCP guidelines and lender checklists.
  • Excellent written and verbal English communication.

Responsibilities

  • Loan packaging and submissions: collect docs, assess serviceability, input data, submit files.
  • Pipeline management from lodgement to settlement with timely MIR clearance.
  • Inbox triage and client updates, maintain relationships with stakeholders.
  • Coordinate between clients, lenders, solicitors and real estate agents.

Skills

Mortgage processing
Client communication
English proficiency
Australian lending knowledge

Education

Certificate IV in Finance & Mortgage Broking

Tools

Salestrekker
MyCRM
Mercury
Flex

Job description

D2B in the Philippines is seeking a Mortgage Broker Assistant & Loan Processor to handle end-to-end loan packaging, pipeline tracking, and broker inbox triage. This role supports a top-performing broker in a high-volume environment, ensuring accurate data and timely communication with clients and lenders.

Ideal candidates have 2+ years in Australian mortgage processing, hands-on use of ApplyOnline and CRMs like Salestrekker or MyCRM, and a solid understanding of NCCP guidelines.

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