Mortgage Broker Assistant, Loan Processor
Posted 26 days ago
You'll complete your application on Pear Tree.'s career site.
About the Role
We are looking for a committed Mortgage Broker Assistant and Loan Processor to work remotely from the Philippines. Your primary function is to facilitate the core activities of Australian mortgage firms by overseeing the entire loan application journey. You will operate in a professional setting, ensuring loan documentation is handled with precision and speed from commencement to completion, all while upholding excellent communication standards with all involved parties.
Requirements
- You should have a minimum of two years of relevant experience in supporting brokers or processing mortgage files within the Australian market.
- You must be skilled in operating ApplyOnline and major Australian aggregator platforms like Flex, Mercury, MyCRM, or Salestrekker.
- You are required to have a deep knowledge of credit policies, Australian lender documentation lists, NCCP regulations, and serviceability calculations.
- You need to demonstrate high-level written and spoken English proficiency to manage client communication and address lender escalations.
- You must show exceptional attention to detail for data entry and compliance verification, as well as the organizational ability to handle multiple files at once.
- Possessing a background in high-volume broker support or formal Financial Services credentials is considered a strong advantage.
Responsibilities
- You will gather and verify necessary client documentation for compliance, such as tax filings, bank records, and salary slips.
- You will conduct preliminary serviceability evaluations and enter information into aggregator CRM systems.
- You will be tasked with submitting full application packages through ApplyOnline and managing the lifecycle of loans from submission to final settlement.
- You will manage lender requests for further information, request property valuations, and oversee the main email correspondence of the broker.
- You will compose professional communications for clients, conduct reviews of home loans, and facilitate clear coordination among solicitors, lenders, real estate partners, and clients to ensure files move forward without delay.
Benefits & Perks
- You will benefit from working on an Australian schedule and adhering to the Australian public holiday calendar.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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