(CG) Mortgage Broker Assistant / Loan Processor - 314

# (CG) Mortgage Broker Assistant / Loan Processor - 314

> D2B · Manila, Philippines (Remote) · Full-time · Posted 2026-07-01

**Workplace:** remote

**Department:** RecOps

## Description

**Position:** **MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR**

**Salary rang**e: up to ₱66,000 PHP/month, with the final offer subject to the client’s discretion based on the candidate’s experience

**Working Hours:** NZ business hours

**Work set-up:** 100% Remote work

**Holidays**: New Zealand Holidays

**OVERVIEW ON THE ROLE**

We are seeking a proactive and detail-oriented **Mortgage Broker Assistant / Loan Processor** to join a dynamic mortgage finance team. This role involves supporting mortgage broking operations, managing lender interactions, and assisting with client file processing. The ideal candidate thrives in a fast-paced environment, is highly organized, and brings energy and initiative to the team.

### **Core Responsibilities**

**Loan Processing & CRM Workflow:**

• Finalize lender selections based on client needs and loan strategy
• Perform accurate funding calculations
• Maintain data accuracy and submit notes in CRM systems, using AI tools where possible (target: min. 2 files/day)
• Provide lender servicing support and familiarize yourself with key bank policies
• Manage the **ApplyOnline** (AOL) loan submission process
• Handle SMSF structures and self-employed loan applications
• Assess income documentation — review payslips, company and individual tax returns
• Conduct lender file follow-ups and track progress
• Flexibly support ad-hoc tasks and multitask effectively during shifts

**Client Management & Communication:**

• Assist with back-book client management (advantageous but not mandatory)
• Follow the client review process end-to-end, beyond just scheduling meetings
• Communicate with clients primarily via email (no outbound calling required)
• Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential

**Team Collaboration:**

• Participate on regular team **Zoom** calls for updates and team-building

## Requirements
### **Required Experience & Skills**

• **Minimum 2 years’ experience** of relevant experience
• Proficient with **MyCRM** and **ApplyOnline**
• Strong skills in **Microsoft Excel** and **Word**, including spreadsheet creation
• Excellent attention to detail, especially with data entry and documentation
• Ability to multitask and work independently
• Proactive problem-solver with a positive, engaging team presence

### **Tools & Software You’ll Use**

• **MyCRM** (loan pipeline management)
• **ApplyOnline (AOL)** (lender submission platform)
• **Microsoft Office:** Excel & Word
• **Zoom** (team meetings)
• AI tools within CRM (for file notes)

## Apply
[Apply at D2B](https://apply.workable.com/d2b-1/j/DD8ED811CB/apply)
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