(CG) Mortgage Broker Assistant / Loan Processor - 314
D2B
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.
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)
Originally posted on Himalayas