Remote Mortgage Processing & Compliance Specialist

D2B

Philippines

Remote

PHP 2,619,000 - 3,928,000

Full time

3 days ago

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Job summary

D2B, a Melbourne-based mortgage brokerage, seeks a detail-oriented Mortgage Broker Assistant / Loan Processor for remote, full-time work aligned with Australian hours. The role supports loan processing from application to settlement in a busy brokerage environment.

Responsibilities include data entry, document verification, lender liaison, and client communications. Requires 1–2 years Australian mortgage processing experience, CRM familiarity (Mercury Nexus/Salestrekker), and exceptional

Qualifications

1–2 years in Australian mortgage processing or broker support.
Strong knowledge of the Australian mortgage landscape and credit policies.
Experience with Mercury Nexus or Salestrekker CRM platforms.
Excellent written and verbal communication for client service.
Meticulous attention to detail with sensitive financial data.

Responsibilities

End-to-End Loan Processing: manage loan applications and data entry into CRM, ensure lender requirements.
Compliance & Documentation: verify payslips, bank statements, tax returns per policy.
Lender Liaison: communicate with banks to track status and push to approval.
Client Communication: provide proactive updates to clients and agents.
File Preparation: prepare Loan Strategy Reports and compliance docs.
Post-Settlement Support: coordinate settlement and post-settlement workflows.