(CG) Mortgage Broker Assistant / Loan Processor - 314
At D2B · Manila, Metro Manila, Philippines
Salary: ₱66,000 PHP a month
- Full-time
Where you can work from
Open to the Philippines
“Manila, Metro Manila, Philippines”
From the location.
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- Posted
- 1 July 2026
- First seen by us
- 8 October 2026
- Last checked
- 8 hours ago
Job description
From D2B’s job post, as they wrote it.
Position: MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR
Salary range: up to ₱66,000 PHP/month, with the final offer subject to the client’s discretion based on the candidate’s experience
Working Hours: NZ business hours
Work set-up: 100% Remote work
Holidays: New Zealand Holidays
OVERVIEW ON THE ROLE
We are seeking a proactive and detail-oriented Mortgage Broker Assistant / Loan Processor to join a dynamic mortgage finance team. This role involves supporting mortgage broking operations, managing lender interactions, and assisting with client file processing. The ideal candidate thrives in a fast-paced environment, is highly organized, and brings energy and initiative to the team.
Read the full description
Core Responsibilities
Loan Processing & CRM Workflow:
* Finalize lender selections based on client needs and loan strategy
* Perform accurate funding calculations
* Maintain data accuracy and submit notes in CRM systems, using AI tools where possible (target: min. 2 files/day)
* Provide lender servicing support and familiarize yourself with key bank policies
* Manage the ApplyOnline (AOL) loan submission process
* Handle SMSF structures and self-employed loan applications
* Assess income documentation — review payslips, company and individual tax returns
* Conduct lender file follow-ups and track progress
* Flexibly support ad-hoc tasks and multitask effectively during shifts
Client Management & Communication:
* Assist with back-book client management (advantageous but not mandatory)
* Follow the client review process end-to-end, beyond just scheduling meetings
* Communicate with clients primarily via email (no outbound calling required)
* Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential
Team Collaboration:
* Participate on regular team Zoom calls for updates and team-building
Requirements
Required Experience & Skills
* Minimum 2 years’ experience of relevant experience
* Proficient with MyCRM and ApplyOnline
* Strong skills in Microsoft Excel and Word, including spreadsheet creation
* Excellent attention to detail, especially with data entry and documentation
* Ability to multitask and work independently
* Proactive problem-solver with a positive, engaging team presence
Tools & Software You’ll Use
* MyCRM (loan pipeline management)
* ApplyOnline (AOL) (lender submission platform)
* Microsoft Office: Excel & Word
* Zoom (team meetings)
* AI tools within CRM (for file notes)
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