Remote Mortgage Application Specialist (AU/NZ)

REMOTE STAFF, INC.; Philippines; Remote; PHP 223,000 - 469,000; Part time

Benefits offered by this job

Work from home

SSS/Philhealth/Pag-ibig coverage

Competitive compensation

Job summary

Remote Staff, INC. is seeking a Mortgage Application Support specialist to join our remote team from the Philippines. This part-time role (30 hours weekly) supports AU/NZ clients, with NZ time hours 11am–6pm, Monday–Friday.

You will prepare and verify mortgage files, collect documents, and manage workflows via Monday.com, communicating with clients by email to request updates. Emphasis on accuracy, compliance, and timely submissions.

Qualifications

• Proven mortgage application processing / loan packaging experience (AU/NZ preferred)
• Strong understanding of mortgage workflows, compliance, and documentation
• Ability to analyse financial documents (bank statements, income, liabilities)
• Excellent written English (client-facing communication required)
• High proficiency with: Monday.com, Slack, Microsoft Office Suite, DocuSign or similar tools
• Experience in insurance admin or financial services is a strong advantage

Responsibilities

• Prepare and organise mortgage application files, ensuring all documentation is complete and accurate
• Collect, review, and follow up on client documents (bank statements, payslips, IDs, etc.)
• Manage workflows and pipelines via Monday.com and checklist systems
• Send and manage client requirements using workflow tools (e.g. checklist systems)
• Communicate with clients via email only to request information and provide updates
• Proactively follow up outstanding requirements and ensure submissions meet compliance and lender requirements
• Maintain organised and accessible digital filing systems
• Conduct strict quality checks (grammar, spelling, completeness) before submission
• Assist with insurance administration (forms, submissions, client coordination)
• Collaborate with advisers and operations to ensure smooth processing workflows
• Over time: train and support new admin hires

Skills

Excellent written English

Proactive communicator

Attention to detail

Independent worker

Time management

Tools

Monday.com

Slack

Microsoft Office

DocuSign

Job description

Remote Staff, INC. is seeking a Mortgage Application Support specialist to join our remote team from the Philippines. This part-time role (30 hours weekly) supports AU/NZ clients, with NZ time hours 11am–6pm, Monday–Friday.

You will prepare and verify mortgage files, collect documents, and manage workflows via Monday.com, communicating with clients by email to request updates. Emphasis on accuracy, compliance, and timely submissions.