Mortgage Broker Support Specialist

RecruitGo; United States; Remote; PHP 35,000 - 50,000; Full time

Job summary

An established industry player is looking for a detail-oriented Mortgage Adviser Support Specialist to provide essential back-office support for advisers. This role ensures smooth loan application processing and client onboarding within the Australian and New Zealand markets. You will manage client records, ensure compliance, and maintain up-to-date knowledge of loan products. Join a dynamic team that values your contributions and offers diverse challenges that keep your work engaging. If you thrive in a collaborative environment and are passionate about delivering excellence, this opportunity is perfect for you.

Qualifications

• Experience in banking, particularly with Australian or NZ lenders.
• Strong verbal and written English communication skills.
• Solid working knowledge of Microsoft Excel and Google Suite.

Responsibilities

• Onboard new clients, ensuring accurate completion of compliance documents.
• Manage and maintain client records and documentation in CRM systems.
• Liaise with lenders and clients, ensuring all requested documentation is provided.

Skills

Verbal and written English communication skills

Experience using Australian/New Zealand mortgage CRMs

Familiarity with mortgage calculators

Solid working knowledge of Microsoft Excel

Experience in banking

Understanding of loan applications

Tools

CRM systems

Microsoft Excel

Google Suite

Job description

About Us:

RecruitGo is a leading Employer of Record (EOR) company specializing in bridging top talents in emerging markets with global clients. Our services enable businesses to hire, manage, and pay employees internationally with ease. We are committed to providing seamless and efficient solutions to our clients and fostering a dynamic and inclusive work environment for our team.

Position Overview

RecruitGo is seeking a detail-oriented and experienced Mortgage Adviser Support Specialist to join our dynamic team and provide vital back-office support to AHQ advisers. This role is instrumental in ensuring smooth and compliant loan application processing, client onboarding, and end-to-end mortgage administration within the Australian and New Zealand markets.

Responsibilities:

• Onboard new clients, ensuring accurate and timely completion of compliance documents (Declaration & Scope of Service).
• Manage and maintain client records and documentation in CRM systems.
• Draft and record comprehensive client file notes.
• Finalise loan documentation through to settlement.
• Handle refinancing, loan restructures, and fixed-rate reviews.
• Ensure complete and accurate loan submissions to lenders, complying with all legal and regulatory requirements.
• Liaise with lenders and clients, ensuring all requested documentation is provided promptly and transparently.
• Maintain up-to-date knowledge of loan products and bank policies.
• Preserve accurate records and archives of all loan-related documents.
• Support privacy compliance and regulatory audits when necessary.
• Maintain high levels of professionalism, confidentiality, and service excellence.

Requirements:

• Strong verbal and written English communication skills.
• Experience using Australian/New Zealand mortgage CRMs.
• Familiarity with mortgage calculators and diary note management tools.
• Solid working knowledge of Microsoft Excel and Google Suite.
• Experience in banking, particularly with Australian or NZ lenders.
• Strong understanding of loan applications, bank policies, and fixed-rate reviews.

Nice-to-Have Skills:

• Experience with website maintenance and content creation.
• Social media content design and scheduling.
• Experience in New Zealand mortgage broking or banking.
  

Why RecruitGo?

RecruitGo seamlessly links world-class business partners with top-tier global talent in emerging markets. Secure legal employment through our Employer of Record services and embark on a journey to unparalleled professional opportunities.

• Salary: 35,000 - 50,000 Php
• Work Set up: Remote setup
• Work Schedule: Mondays to Fridays; following the NZ business hours
• Working Device: Candidate own equipment
• Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.
• Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued.
• Inclusivity: Be part of an inclusive and diverse workplace that values your contributions. Work with the internal team to ensure timely delivery of services to clients and ensure that clients & expectations are met.