Remote AU Mortgage Broker Assistant – End-to-End Loans

Virtual Assistant Broker Solutions OPC; Metro Manila; Remote; PHP 2,679,000 - 3,348,000; Full time

Benefits offered by this job

Competitive salary

Australian holiday schedule

Complete work-from-home setup

Supportive and collaborative team

Job summary

We Do Virtual Assistants is seeking an experienced Mortgage Broker Assistant to join our team and provide end-to-end support for Australian mortgage processing in a fully remote setup.

The ideal candidate will manage loan applications, verify documents, and coordinate with brokers to ensure accurate, timely submissions and compliant outcomes across lenders. A complete work-from-home setup is provided.

Qualifications

• Bachelor's degree in Finance / Accountancy / Banking or equivalent.
• 2–3 years' experience with Australian Mortgage systems is desirable.
• 1–2 years' direct experience working with an Australian Mortgage Broker.
• Knowledge of Connective Mercury CRM is a must.
• Knowledge of Quickli Tool is a must.
• Knowledge in preparation and submission of AOL applications is a must.
• Excellent verbal and written communication skills.
• Punctual and time/self-management skills.
• Strong analytical skills and keen attention to details.
• Ability to work independently and as part of a team.

Responsibilities

• Prepare and submit lender applications and engage with clients to gather all necessary deal information.
• Analyze financial statements, payslips, and other financial documents for accuracy.
• Collaborate directly with brokers to clarify scenarios, cross-reference lender policies, and ensure the best possible outcomes for clients.
• Conduct serviceability assessments across various lenders.
• Review each loan application to ensure that all required documentation is complete, accurate, and ready for underwriting before submission to lenders.
• Enter data into the CRM system and generate lender compliance documents.
• Email Credit Proposals and compliance documents to clients for signing.
• Prepare, organize, and submit home loan applications to lenders.
• Address missing information and respond to conditional approval requests.
• Monitor the progression of unconditional approvals and assist clients with signing loan documents.

Skills

Communication skills

Time management

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance / Accountancy / Banking

Tools

Connective Mercury CRM

Quickli Tool

AOL applications

Job description

We Do Virtual Assistants is seeking an experienced Mortgage Broker Assistant to join our team and provide end-to-end support for Australian mortgage processing in a fully remote setup.

The ideal candidate will manage loan applications, verify documents, and coordinate with brokers to ensure accurate, timely submissions and compliant outcomes across lenders. A complete work-from-home setup is provided.