Senior Mortgage & Credit Specialist

D2B; Manila; In loco; PHP 1.551.000 - 2.101.000; Tempo pieno

Descrizione del lavoro

D2B is seeking a Senior Mortgage Associate / Credit Analyst in Australia. You will own the pipeline end to end, drive files from lead to lodgement, and partner with brokers at a high level. Expect to manage credit depth, compliance, and client communication throughout the process.

Ideal candidates bring 4–5+ years in Australian mortgage broking, strong credit skills, and experience with lenders, documents, and submission workflows.

Competenze

• 4+ years in Australian mortgage broking in a senior processing, credit, or associate role.
• Experience preparing and lodging SMSF, complex self-employed, and trust-structure loan applications.
• Strong credit analysis across PAYG, self-employed, commissions, and rental income.
• Deep knowledge of lender policy, BID/NCCP, and responsible lending requirements.
• Proven ability to own a pipeline independently, workflow-driven not task-driven.
• Experience building compliant proposal packages including BID/NCCP documents.

Mansioni

• Own the Mercury CRM pipeline end to end with accurate notes and stage progression.
• Know where every file sits and speak to each client's situation on the spot.
• Set up new files and maintain CRM and lender data with proper folder structure.

Conoscenze

Credit analysis

Mortgage broking

Pipeline management

Client liaison

Documentation

Regulatory compliance

Formazione

Certificate IV in Finance and Mortgage Broking

Strumenti

Mercury CRM

AOL

Quickli

Outlook

Teams

Descrizione del lavoro

D2B is seeking a Senior Mortgage Associate / Credit Analyst in Australia. You will own the pipeline end to end, drive files from lead to lodgement, and partner with brokers at a high level. Expect to manage credit depth, compliance, and client communication throughout the process.

Ideal candidates bring 4–5+ years in Australian mortgage broking, strong credit skills, and experience with lenders, documents, and submission workflows.