Position: Mortgage Broker Assistant
Salary: PHP 65,000 - 85,000/mo
Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
Holidays: AU Holidays
ABOUT THE CLIENT:
The client is a premier, independent mortgage and finance brokerage headquartered in Sydney’s Northern Beaches, serving a diverse clientele across Australia. Specializing in high-stakes financial strategy, the firm navigates the complexities of residential construction, small-scale development, and business lending. By leveraging a robust network of over 50 lenders and a portfolio of 1,350+ loan products, they translate deep market intelligence into sophisticated, structured capital solutions for homeowners and entrepreneurs alike.
The client distinguishes itself through an elite synthesis of empathy and strategic rigor. Their philosophy centers on financial empowerment and transparency, moving beyond "big-bank scripts" to provide honest, conflict-free advice tailored to the client’s long-term wealth objectives. Whether helping families rebuild after major life transitions or guiding investors through multi-stage commercial developments, the firm maintains a reputation for high-level negotiation and an unwavering commitment to the financial health of the communities they serve.
OVERVIEW:
The Mortgage Broking Assistant provides end-to-end operational and administrative support to an Australian-based mortgage broking team. This is a specialized role requiring prior experience in mortgage processing and loan support — not a general VA or EA position.
The role supports brokers with loan application processing, documentation management, CRM updates, lender coordination, and compliance tasks. The assistant must understand Australian mortgage processes, aggregator systems, and loan submission workflows.
RESPONSIBILITIES:
Loan Processing & Administration:
Assist brokers with end-to-end loan application processing
Prepare and package loan files for submission to lenders
Manage supporting documentation (ID, income, credit checks, serviceability docs)
Conduct preliminary file checks to ensure completeness and compliance
Liaise with lenders for updates, additional documents, and status tracking
Monitor loan milestones from application through to settlement
Experience with Pricing and Valuations
CRM & Systems Management:
Maintain and update broker CRM systems
Work within aggregator platforms (e.g., ApplyOnline / equivalent aggregator systems)
Ensure accurate data entry and record keeping
Track loan pipeline and update status reports
Client & Stakeholder Communication:
Communicate professionally via phone and email
Liaise with brokers, lenders, solicitors, and other stakeholders
Provide regular file updates to brokers
Compliance & Quality Assurance:
Ensure files meet aggregator and lender compliance standards
Maintain document integrity and version control
Follow company-specific processes and regulatory requirements
Admnistrative Suipport:
File preparation and organization
Support brokers with ad hoc administrative tasks
Assist with post-settlement documentation and archiving
Requirements
QUALIFICATIONS:
2+ years’ experience in mortgage broking support OR loan processing
Experience with Australian mortgage documentation and workflows
Understanding of aggregator systems
Hands-on experience in loan writing support or mortgage assistant role
Experience working remotely or supporting offshore clients (preferred)
TECHNICAL SKILLS:
Experience using mortgage CRM systems
Experience with aggregator platforms
Proficient in Microsoft Office (Excel, Word, Outlook)
Strong document management skills
Ability to work with cloud-based tools
SOFT SKILLS & COMPETENCIES:
High attention to detail
Strong written and verbal English communication
Ability to follow structured processes
Self-managed and disciplined (remote environment)
Proactive problem-solving ability
PERFORMANCE INDICATORS (KPIs):
Loan file accuracy rate
Turnaround time for document collection and file submission
CRM accuracy and data completeness
Responsiveness to broker queries
Compliance adherence rate
File progression timelines
ADDITIONAL PREFERRED SKILLS/EXPERIENCES (Not Required):
Social Media & Marketing Support
Creation and scheduling of social media content across Facebook, Instagram, and LinkedIn
Graphic design support using tools such as Canva
Setting up and managing event registrations via Eventbrite
Assisting with email marketing campaigns
Monitoring social media engagement and reporting on basic metrics
Supporting the coordination of client events and webinars
D2B is a professional services firm that provides operations, administrative, and business support across multiple sectors including financial services, real estate, and digital marketing. The company serves Australian and New Zealand clients while maintaining a distributed workforce based in the Philippines. D2B specializes in back-office operations including SMSF administration, superannuation fund management, conveyancing paralegal support, and digital marketing management. The company operates across Australian business hours and handles sensitive financial and legal client information with a focus on compliance, accuracy, and process-driven operations.
