D2B

D2B specializes in connecting Australian businesses with top offshore talent, facilitating the hiring process to help companies scale efficiently and effectively.

Professional Services

Industrials

18 open positions

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(CG) AU Mortgage Broker Assistant / Loan Packager - 165

1 hour, 46 minutes ago

Philippines

Full-time

Senior

Operations Specialist

Operations

CRM

Apply Now

D2B

D2B specializes in connecting Australian businesses with top offshore talent, facilitating the hiring process to help companies scale efficiently and effectively.

Professional Services

View All Jobs 18

Description

Manage loan files end-to-end from application lodgement through to settlement with minimal supervision.
Prepare compliant loan applications and drive deals through to settlement.
Conduct detailed bank statement analysis to assess income, expenses, dishonours, gambling patterns, and living costs.
Perform credit checks, extract income data, and prepare detailed loan proposals.
Prepare and maintain key loan documentation, including Game Plan documents and AOLs.
Accurately name, verify, organize, and upload supporting documents in line with compliance requirements.
Update and maintain CRM records with correct document version control and data accuracy.
Liaise with clients, lenders, and third parties throughout the loan process.
Coordinate post-settlement activities, including annual reviews and stakeholder follow-up.
Issue and manage Hello Book documentation to support client onboarding.
Stay current with lender policies, credit guidelines, and industry trends.
Identify and implement process improvements to increase operational efficiency.

Requirements

5+ years of experience in mortgage broking or loan processing, with Australian market experience strongly preferred.
Proven ability to manage end-to-end loan lodgements independently with minimal supervision.
Experience using ApplyOnline or a similar broker loan platform.
Strong MyCRM experience, actively used within the last 12 months and with at least 2 years of hands-on use.
Advanced bank statement analysis skills with the ability to interpret complex financial behaviour.
Demonstrated ability to manage a high-volume pipeline without compromising quality.
Strong working knowledge of loan packaging, servicing, pricing, and credit checks.
Experience across multiple lending products, including home, commercial, equipment, and car loans.
Clear and confident communication skills with strong problem-solving ability.
Highly organized with exceptional attention to detail and accuracy in data entry and document preparation.
Comfortable working independently within a small, accountable team.
Initiative, accountability, and a proactive approach to resolving issues.
Experience conducting credit analysis to evaluate risk and strengthen loan recommendations is preferred.
Tech-savvy with loan CRMs, calculators, and digital document management systems is preferred.
Exposure to a broad range of Australian lending products across residential, commercial, and asset finance is preferred.

Benefits

Salary of PHP 70,000 to PHP 80,000.
Monday to Friday schedule, 9:00 AM to 6:00 PM AEST.
Australian public holidays observed.
Direct mentorship from a senior broker.
Remote work culture.
Clear pathway toward becoming a broker yourself.

Interested in this position?

Apply directly on the company website

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