Mortgage Virtual Assistant

VA Masters; Palayan; On-site; PHP 312,000 - 469,000; Full time

Job summary

vamasters, Inc. is seeking a detail-oriented Mortgage Loan Processing Specialist to support a growing mortgage broking business. You will handle client scenarios from initial handover to loan submission, researching lender options and preparing summaries for brokers.

Strong English communication, initiative, and experience with loan processing are essential. You will review client files, run servicing calculations, and collect documents via email while maintaining organized digital records and

Qualifications

• At least 1 to 2 years of experience in loan processing, mortgage brokerage support, or lending operations.
• Solid understanding of the loan process end to end: document collection, credit assessment, valuations, and submission.
• Experience running servicing calculations and comparing lender products.
• Ability to prepare written loan summaries and recommendations.
• Confident CRM and system data entry, with a strong ability to learn new platforms quickly.
• Excellent written English for professional client-facing email communication.
• High attention to detail and accuracy when handling financial documents and figures.
• Proactive and self-starting, able to take a file and run with it without waiting for step-by-step instructions.
• Attentive to the fine print, steady in delivery, and at ease working without close direction.
• Strong communication skills

Responsibilities

• Review new client files, supporting documents, and scenario summaries provided by the broker.
• Research and compare lender products to find the most suitable loan options for each client situation.
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders.
• Prepare clear written loan option summaries and recommendations for broker review before they go to the client.
• Complete accurate data entry and lodge loan applications in the CRM system.
• Collect required documents from clients via email, keeping the broker copied on all correspondence.
• Follow up on outstanding documents and information to keep applications moving forward.
• Support credit assessment and valuation requirements through to submission.
• Maintain organized, up-to-date digital client files and application records.
• Contribute ideas and suggest improvements to existing processes and workflows.

Skills

Loan processing

Mortgage brokerage

Lending operations

Written English

CRM data entry

Attention to detail

Self-starter

Communication skills

Tools

CRM system

Lending calculators

Job description

Job Summary

Every approved loan begins as a pile of documents and questions, and a detail-oriented Mortgage Loan Processing Specialist will turn it into a clean submission. You will support a growing mortgage broking business, taking client scenarios from initial file handover through to loan submission: researching lender options, running servicing calculations, preparing loan recommendation summaries, and managing document collection. Hands-on lending or loan processing experience, the initiative to act without waiting for instructions, and clear written communication with clients and lenders make for the ideal candidate.

Key Responsibilities

• Review new client files, supporting documents, and scenario summaries provided by the broker
• Research and compare lender products to find the most suitable loan options for each client situation
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders
• Prepare clear written loan option summaries and recommendations for broker review before they go to the client
• Complete accurate data entry and lodge loan applications in the CRM system
• Collect required documents from clients via email, keeping the broker copied on all correspondence
• Follow up on outstanding documents and information to keep applications moving forward
• Support credit assessment and valuation requirements through to submission
• Maintain organized, up-to-date digital client files and application records
• Contribute ideas and suggest improvements to existing processes and workflows

Mandatory Skills

• At least 1 to 2 years of experience in loan processing, mortgage brokerage support, or lending operations
• Solid understanding of the loan process end to end: document collection, credit assessment, valuations, and submission
• Experience running servicing calculations and comparing lender products
• Ability to prepare written loan summaries and recommendations
• Confident CRM and system data entry, with a strong ability to learn new platforms quickly
• Excellent written English for professional client-facing email communication
• High attention to detail and accuracy when handling financial documents and figures
• Proactive and self-starting, able to take a file and run with it without waiting for step-by-step instructions
• Attentive to the fine print, steady in delivery, and at ease working without close direction
• Strong communication skills

Preferred Skills

• Experience supporting Australian mortgage brokers or familiarity with Australian lenders and lending policy
• Background in banking, financial services, or credit
• Familiarity with broker CRM platforms and lender servicing calculators
• Experience managing multiple active loan files simultaneously
• Comfort suggesting better ways of doing things and improving existing workflows

Why Join Us

Join a small, close-knit team where your work has a direct and visible effect on the business. You will work alongside an experienced finance professional who values initiative, shares knowledge openly, and welcomes new ideas from everyone on the team. There is real room to grow here, with the role expanding as the business does.