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
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