Client Liaison Officer (Australian Mortgage)
At D2B · Manila, Metro Manila, Philippines
Salary: A$1,700–2,500 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
- 9 June 2026
- First seen by us
- 8 October 2026
- Last checked
- 7 hours ago
Job description
From D2B’s job post, as they wrote it.
Position: Client Liaison Officer
Salary: AU$1,700-AU$2,500/month
Work Schedule: 9:00AM - 6PM Philippine Time
OVERVIEW:
This role is responsible for managing the client journey from initial contact through to settlement. The focus is on delivering a smooth, well-supported experience by coordinating communication, collecting and validating documents, and ensuring files progress efficiently through the pipeline.
Read the full description
RESPONSIBILITIES:
Client Contact & Appointment Booking
* Contact inbound referrals using a structured approach
* Qualify at a high level and book meetings for brokers
* Act as the first point of contact and set clear expectations
Document Collection & Onboarding
* Guide clients through document requirements
* Collect and organise documents over a 5–7 day period
* Validate basic requirements (e.g. in-date payslips, completeness)
* Enter and maintain accurate client data in the CRM
Pipeline & CRM Management
* Maintain accurate and up-to-date CRM records
* Track file progress and follow up consistently
* Ensure no applications stall due to missing information
Handover to Credit Analysts
* Prepare complete and accurate files for submission
* Manage handover to the credit analyst team
* Support analysts with follow-ups and outstanding items
Post-Approval & Settlement Support
* Notify clients of approval and guide next steps
* Assist with final document collection
* Support clients through to settlement
Requirements
QUALIFICATIONS:
* 3-5 years experience in AU mortgage broking or loan processing
* Strong understanding of standard document requirements
* Experience using Mercury CRM (essential – applications without this will not be considered)
* Excellent communication skills (verbal and written)
* High attention to detail and organisation
* Ability to manage multiple files and follow up consistently
* Proficiency in Microsoft Office, Teams, and SharePoint
Key Attributes
* Strong customer service mindset
* Patient and persistent when working with clients
* Process-driven and detail-focused
* Takes ownership of tasks through to completion
Reporting & Relationships
* Reports to: Directors
* Works closely with: Mortgage Brokers and Credit Analysts
* External stakeholders: Clients, Lenders, Solicitors
PREFERRED SKILLS/EXPERIENCE (nice to have):
* Certificate IV in Finance and Mortgage Broking
* Experience in a broker support or client service role
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