Mortgage Broker Assistant - 175

1 hour, 26 minutes ago
Full-time
Mid Level
Operations
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

Description

  • Manage end-to-end residential refinance applications for clients with bad credit or complex financial histories.
  • Implement a phased document collection process to gather client information without overwhelming them.
  • Review bank statements in detail to identify red flags, undisclosed debts, and payday lenders.
  • Order and analyze Equifax credit reports to assess defaults, late payments, and existing liabilities.
  • Perform rough servicing and capacity calculations to confirm refinance outcomes reduce monthly repayments.
  • Prepare and send compliance packs, including privacy and credit consents, for digital signature.
  • Track application progress in the CRM and spreadsheets, and follow up with clients every two days for outstanding documents.
  • Monitor applications through lender portals and manage requests for information to secure approval and settlement.
  • Update internal knowledge sheets and trackers to reflect changing lender policies.
  • Assist with minor marketing tasks such as updating social media graphics or templates using basic design tools.

Requirements

  • Proven experience in Australian mortgage broking support and loan processing.
  • Strong ability to interpret complex credit files and conduct thorough bank statement audits.
  • Experience with mortgage CRM systems, Google Workspace, and Canva.
  • Openness to integrating AI tools into daily workflows to improve efficiency.
  • High English proficiency for email correspondence and regular internal video consultations.
  • High level of empathy for vulnerable clients and the ability to remain calm in a detail-oriented environment.
  • Availability to work Mondays to Fridays, 10am to 7pm AEST.
  • Ability to handle approximately 5–10 active applications at various stages simultaneously.

Benefits

  • Salary up to ₱60,000 PHP per month, final amount based on the candidate’s skills and experience.
  • 100% remote work setup.
  • Australian public holidays off.
  • Opportunity to work in a structured but supportive process with regular internal video collaboration.

Interested in this position?

Apply directly on the company website

Apply Now

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