Mortgage Processing Pro - Detail-Driven Admin for Brokers

D2B; Metro Manila; Remote; PHP 600,000 - 1,000,000; Full time

Job summary

D2B in Canberra is seeking a Mortgage Administration Support Specialist to act as the operational engine for a busy Australian brokerage. You will manage client files, data integrity, and the backend lifecycle of loan applications from CRM entry to AOL lodgement.

The role requires hands-on use of Connective Mercury and ApplyOnline (AOL), high attention to detail, and the ability to work to Australian business hours. Strong English, Excel, Google Workspace, Canva, and Adobe skills are essential.

Qualifications

• Previous experience supporting an Australian mortgage broker
• Strong understanding of Australian residential lending processes
• Excellent written and verbal English communication
• High attention to detail; auditing ID documents
• Ability to work independently and meet deadlines
• Hands-on experience with Connective Mercury and ApplyOnline
• Proficiency with Microsoft Excel, Google Workspace, Adobe, and Canva

Responsibilities

• 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
• Check documents have been received and reviewed for completeness
• Update Drivers Licence details in CRM
• Verify information matches client details (names, DOB)
• Update account balances and liabilities
• Follow up missing documentation and note outstanding items
• Enter client information into CRM and lender systems (Mercury and AOL)
• Prepare loan application data for broker review
• Assist with loan submissions in AOL for broker approval and lodgement
• Upload supporting documents to AOL
• Complete compliance in CRM and lender checklists
• Order valuations and upload reports
• Pricing requests & escalations
• Monitor application progress and lender turnaround times
• Follow up outstanding lender requirements and conditions
• Update brokers on application progress
• Monitor settlement dates and assist with settlements
• Follow up settlement documents and ensure accuracy
• Update CRM after settlement
• Review loan offers for errors
• Assist with general administrative tasks and inbox management
• Create marketing materials with CANVA
• Request signatures and merge documents with Adobe

Skills

Attention to detail

Time management

Communication skills

Independent work

Deadline driven

Tools

Connective Mercury

ApplyOnline

Microsoft Excel

Google Workspace

Adobe

Canva

Job description

D2B in Canberra is seeking a Mortgage Administration Support Specialist to act as the operational engine for a busy Australian brokerage. You will manage client files, data integrity, and the backend lifecycle of loan applications from CRM entry to AOL lodgement.

The role requires hands-on use of Connective Mercury and ApplyOnline (AOL), high attention to detail, and the ability to work to Australian business hours. Strong English, Excel, Google Workspace, Canva, and Adobe skills are essential.