Mortgage Loan Processing & Broker Assistant (New Zealand Mortgage) - 218

2 days, 3 hours ago
Full-time
Junior
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

  • Package and submit mortgage loan applications using ApplyOnline or Lendi and ensure lender-specific checklists are complete.
  • Manage the loan pipeline from initial enquiry through unconditional approval and settlement.
  • Handle lender "More Info" requests by gathering additional information from clients and resolving queries promptly.
  • Order property valuations and submit pricing requests to secure interest rate discounts where possible.
  • Ensure files comply with Responsible Lending guidelines and internal compliance standards, including Fact Finds, Credit Guide, and BID.
  • Verify PAYG slips, tax returns, and bank statements against lender credit policies.
  • Maintain accurate and audit-ready client records in MyCRM as the source of truth.
  • Coordinate with lenders, solicitors, conveyancers, and outgoing banks to support smooth settlements and discharges.
  • Work closely with the Principal Broker through daily check-ins to prioritize urgent and high-value files.
  • Support post-settlement tasks, including referrer follow-up and future review reminders, while improving SOPs and workflows.

Requirements

  • 2+ years of dedicated experience in NZ mortgage loan processing or as a Broker Assistant.
  • Expert-level proficiency in MyCRM, which is strictly required.
  • Hands-on experience with NZ FSG (Financial Services Group) systems and workflows.
  • Strong understanding of the New Zealand mortgage lending landscape, including lender-specific documentation and processes.
  • Exceptional written and verbal English communication skills.
  • Comfortable with phone-based discussions and direct, high-level collaboration with the founder.
  • Proven ability to work independently and maintain high productivity in a 100% remote setup.
  • Prior experience supporting a Registered Financial Adviser (RFA/FSP) in New Zealand is preferred.
  • Strong familiarity with NZ compliance standards and recent financial advisory regulatory changes is preferred.
  • Proactive mindset for identifying and implementing process improvements is preferred.

Benefits

  • Salary of PHP 65,000 to PHP 80,000, depending on experience and skills.
  • Monday to Friday schedule with working hours of 10:00 AM to 6:00 PM or 11:00 AM to 7:00 PM NZT.
  • 100% remote work setup.
  • Opportunity to join a growing advisory team in a hands-on, process-driven role.
  • Chance to work directly with the Principal Broker on urgent and high-value applications.

Interested in this position?

Apply directly on the company website

Apply Now

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