Mortgage Broker Assistant (AU Mortgage) - proficient in MyCRM / BrokerEngine

Position: Mortgage Broker Assistant

Salary: PHP 70,000 - 85,000 per month

Working Hours & Conditions: Aligned with AU hours; full-time (remote)

OVERVIEW:

As a Mortgage Broker Assistant, you will be the engine behind our residential and commercial lending operations, ensuring every application is handled with precision, speed, and a commitment to excellence.

RESPONSIBILITIES:

• End-to-End Loan Processing: Manage the lifecycle of loan applications from initial data entry through to settlement, ensuring all documentation is accurate and compliant.
• CRM & Pipeline Management: Maintain and update client records within MyCRM and Broker Engine, ensuring the pipeline is organized and milestones are met.
• Lender Liaison: Act as the primary point of contact for lenders and credit assessors to track application status, resolve queries, and expedite approvals.
• Client Communication: Provide regular, proactive updates to clients throughout the application process, maintaining our firm's reputation for transparency and exceptional service.
• Compliance & Quality Control: Perform thorough reviews of supporting documents (payslips, bank statements, etc.) to ensure they meet specific lender credit policies and internal standards.
• Administrative Support: Assist Brokers with the preparation of Compliance Documents (SOCA/NCCP) and help streamline office workflows to increase efficiency.

QUALIFICATIONS:

• Experience: 2–3 years of experience in a Loan Processing or Mortgage Broker Support role within the Australian mortgage industry.
• Software Proficiency: Demonstrated expertise in both MyCRM and Broker Engine. This is a non-negotiable requirement for this role.
• Technical Knowledge: A strong understanding of the end-to-end residential lending process and current compliance requirements (NCCP).

NICE TO HAVE (not required):

• Education: Certificate IV in Finance and Mortgage Broking (preferred) or equivalent industry experience.