Mortgage Broker Assistant
D2B View all jobs
- Metro Manila
- Permanent
- Full-time
- End-to-End Loan Processing: Manage the full lifecycle of a loan from initial application through to settlement, ensuring all milestones are met with strict adherence to deadlines.
- Platform Management: Expertly utilize MyCRM and Apply Online to input data, track applications, and maintain immaculate digital records.
- Operational Coordination: Proactively order property valuations and initiate pricing requests with lenders to secure the most competitive outcomes for clients.
- Compliance & Documentation: Review and package loan documents to ensure 100% accuracy and compliance with lender requirements and Australian credit regulations.
- Stakeholder Liaison: Act as a primary point of contact for lenders, solicitors, and real estate agents to resolve queries and expedite approvals.
- Client Communication: Provide proactive, professional updates to clients in impeccable English, ensuring a world-class customer service experience.
- Pipeline Oversight: Monitor the workflow to identify potential bottlenecks, ensuring no file sits idle and maintaining a high conversion rate from submission to settlement.
- Industry Experience: Minimum 2–3 years of direct experience in an Australian Mortgage Broker Support or Loan Processing role.
- Immediate Readiness: Must be able to "hit the ground running" with minimal training investment required.
- Technical Proficiency: Advanced, hands-on experience with MyCRM and Apply Online is mandatory.
- Process Knowledge: Comprehensive understanding of the Australian lending landscape, specifically the valuation and pricing request workflows.
- Communication: Exceptional verbal and written English skills; ability to represent the firm professionally to high-net-worth clients and institutional lenders.
- Strong analytical skills with an eye for detail regarding credit policy nuances.
- Experience across a diverse lender panel (Major Banks vs. Boutique/Non-conforming lenders).
- High level of digital literacy and an interest in optimizing back-office efficiency.