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Mortgage Broker Assistant - 060

1 month ago
Philippines
Full-time
Junior
Operations Specialist
Operations
Apply Now
D2B

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 9

Description

  • Monitor upcoming refix/rollover dates in Trail CRM and run refix reports to prepare client lists on a set cadence.
  • Send refix communications (email/SMS), follow up with non-responding clients, and prepare refix instructions/summaries for review.
  • Manage the full client engagement/compliance workflow in Trail, ensuring all advice, documents, and communications are uploaded, tagged, and post-settlement files are audit-ready.
  • Send tailored document checklists, track receipt, perform quality checks for completeness and consistency, and flag discrepancies to management.
  • Pre-fill and draft loan applications in Trail/aggregator systems for review and enter key client data accurately into application templates.
  • Prepare Mortgage Recommendation/Compliance documents and bank handover/settlement packs, and ensure clients and banks are prepared for settlement.
  • Liaise with banks/BDMs and third parties by submitting follow-ups, tracking lender SLAs and outstanding conditions, booking valuations, and maintaining pipeline/settlement tracking reports.

Requirements

  • 1–2+ years mortgage broking or banking administration experience in NZ or AU supporting mortgage brokers or similar roles.
  • Experience with CRM systems; Trail CRM strongly preferred, with other broker CRMs (e.g., Salestrekker, MyCRM, Mercury) acceptable and willingness to learn Trail quickly.
  • Strong understanding of the end-to-end home loan process from initial enquiry through post-settlement and refixes.
  • Demonstrated experience with document collection and verification and basic servicing/policy concepts at a support level.
  • Experience working with aggregators and lender portals and entering data into application templates.
  • Detail-oriented and process-driven; able to follow checklists and SOPs and maintain audit-ready files.
  • Proactive follow-up skills and the ability to manage tasks, refixes, and outstanding documents with minimal prompting.
  • Strong written and spoken English and confidence communicating with clients and lenders within agreed boundaries.
  • Ability to work remotely and collaborate via email, chat, and video, take feedback, document processes, and gradually take on more responsibility.
  • Technical requirements: reliable computer and high-speed internet for video calls; ability to work within NZ business hours for at least part of the day; comfortable using email/calendar tools, cloud storage (Google Drive/OneDrive), and basic spreadsheets (Google Sheets/Excel).
  • Nice-to-have: prior experience with Kiwi Adviser Network (KAN) / NZ aggregators, experience drafting mortgage applications in NZ/AU, and experience handling refix/retention programs at scale.

Benefits

  • Salary up to 1,700 NZD/month (final amount at client discretion based on candidate’s skills and experience).
  • 100% remote work setup with Mondays–Fridays 8:00am–4:30pm NZT (approx. 3:00am–11:00am Philippine Time) and some flexibility.
  • New Zealand public holidays observed.
  • Work schedule aligned with NZ business hours for at least part of the day to support client and lender interactions.

Interested in this position?

Apply directly on the company website

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