Mortgage Broker Assistant (myCRM expert)

Position: Mortgage Broker Assistant / Loan Packager (Australia Market)

Salary: PHP 70,000 - PHP 80,000

Working Hours & Conditions: Mondays to Fridays; 9:00AM to 6:00PM AEST

Holidays: Australian Holidays

OVERVIEW:

TThis is not a traditional support role — you are the engine room. You will take full ownership of loan files from lodgement through to settlement, managing a high-volume pipeline across residential, commercial, and car loans while supporting more than 150 local families each year. This is a 2IC position offering direct mentorship from a senior broker, a results-driven remote work culture, and a clear pathway toward becoming a broker yourself.

RESPONSIBILITIES:

• Manage loan files end-to-end with minimal supervision, from application through to settlement.
• Prepare compliant loan applications and drive deals through to settlement.
• Conduct high-level bank statement analysis — accurately identifying income, expenses, dishonours, gambling patterns, and true living costs.
• Perform credit checks, extract income data, and prepare detailed loan proposals.
• Prepare and maintain key documentation including Game Plan documents and AOLs.
• Accurately name, verify, and organise supporting documents in line with compliance requirements.
• Update and maintain CRM records, including correct uploading, renaming, and version control of documents.
• Liaise confidently with clients, lenders, and third parties throughout the loan process.
• Coordinate post-settlement activities, including conducting annual reviews and liaising with internal and external stakeholders.
• Issue and manage "Hello Book" documentation to support client onboarding.
• Stay current with lender policies, credit guidelines, and industry trends.
• Identify and implement process improvements to drive operational efficiency.

MUST HAVES:

• 5+ years of experience in mortgage broking or loan processing — Australian market experience strongly preferred (non-negotiable).
• Proven track record of managing end-to-end loan lodgements independently with minimal supervision (non-negotiable).
• Proficiency in using ApplyOnline or similar broker loan platforms.
• Strong MyCRM experience — actively used within the last 12 months, with at least 2 years hands-on (non-negotiable).
• Advanced bank statement analysis skills — ability to interpret complex financial behaviour, not just follow a checklist.
• Demonstrated ability to manage a high-volume pipeline without compromising quality.
• Strong working knowledge of loan packaging, servicing, pricing, and credit checks.
• Experience across multiple lending products including home, commercial, equipment, and car loans.
• Clear and confident communicator with strong problem-solving ability.
• Highly organised with exceptional attention to detail and accuracy in data entry and document preparation.
• Comfortable working independently within a small, accountable team.
• Demonstrates initiative, accountability, and a proactive approach to resolving issues.

PREFERRED SKILLS (nice to have)

• Experience conducting credit analysis to evaluate risk and strengthen loan recommendations.
• Tech-savvy with loan CRMs, calculators, and digital document management systems.
• Exposure to a broad range of Australian lending products across residential, commercial, and asset finance.