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:
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Finalize lender selections based on client needs and loan strategy
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Perform accurate funding calculations
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Maintain data accuracy and submit notes in CRM systems, using AI tools where possible (target: min. 2 files/day)
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Provide lender servicing support and familiarize yourself with key bank policies
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Manage the ApplyOnline (AOL) loan submission process
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Handle SMSF structures and self-employed loan applications
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Assess income documentation — review payslips, company and individual tax returns
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Conduct lender file follow-ups and track progress
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Flexibly support ad-hoc tasks and multitask effectively during shifts
Client Management & Communication:
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Assist with back-book client management (advantageous but not mandatory)
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Follow the client review process end-to-end, beyond just scheduling meetings
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Communicate with clients primarily via email (no outbound calling required)
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Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential
Team Collaboration:
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Participate on regular team Zoom calls for updates and team-building
Requirements
Required Experience & Skills
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Minimum 2 years’ experience of relevant experience
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Proficient with MyCRM and ApplyOnline
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Strong skills in Microsoft Excel and Word, including spreadsheet creation
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Excellent attention to detail, especially with data entry and documentation
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Ability to multitask and work independently
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Proactive problem-solver with a positive, engaging team presence