# Mortgage Broker Assistant (Australian Mortgage) - 198

> D2B · Metro Manila, Philippines (Remote) · Full-time · Posted 2026-04-28

**Salary:** unknown currency 70,000–80,000

**Workplace:** remote

**Department:** RecOps

## Description

**Position**: Mortgage Broker Assistant

**Salary**: PHP 70,000 - 80,000/month

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

**Holidays**: AU Holidays

**ABOUT THE COMPANY**: 

The client is a premier, client-focused mortgage brokerage headquartered in the Sutherland Shire, New South Wales, serving families and individuals across Australia. Operating as a trusted partner in the residential finance sector, the firm specializes in navigating the complexities of the mortgage market to deliver tailored lending solutions. With a core expertise in mortgage comparison, loan pre-approval, and strategic refinancing, the company leverages a robust network of over 30 lenders to ensure clients secure competitive rates and structures that align with their long-term financial goals.

**OVERVIEW**:

We are looking for a detail-oriented **Mortgage Broker Assistant** who can drive every deal from fact find through to settlement without broker involvement.

**RESPONSIBILITIES**:

-   Client Onboarding: Send fact find and document requests
-   Document Collection: Chase and verify all required documents
-   CRM Management: Maintain Broker Engine records and pipeline
-   Application Prep: Data entry and submission notes
-   Client Communication : Provide updates and follow-ups
-   Submission: Lodge deals with lenders
-   Lender Management: Follow-ups and conditions management
-   Settlement: Coordinate files through to completion
-   Pricing & Valuations: Run pricing requests and order valuations
-   Dropbox & Files: Manage Dropbox and document organisation

## Requirements

**QUALIFICATIONS**:

-   Proficient in Broker Engine — preferred, used daily for CRM, pipeline management and AOL lodgement
-   AOL proficiency to a high standard — must be able to lodge and manage applications independently without broker oversight
-   Exposure to NMB aggregator compliance software advantageous (niche system, rare but valued)
-   Credit awareness without being a credit analyst — able to identify red flags such as payslips missing YTD figures, bank statements outside acceptable age, or other document issues
-   Highly organised with ownership of the pipeline — proactively keeps all files moving through stages without being prompted
-   Capacity to lodge 1–2 applications per day (CRM and AOL) while managing all WIP files concurrently
-   Excellent communication skills — liaises with bank assessors for MIRs, chases documents from clients, provides status updates, and coordinates with conveyancers on settlement matters
-   Proactive problem-solver — anticipates issues and acts to keep deals progressing
-   Attention to detail — broker should not need to check work before submission
-   Strong time management — able to juggle and prioritise multiple files simultaneously
-   Process-driven approach to file management
-   Personable and client-centric — comfortable dealing with clients and bank contacts
-   Experience working independently with minimal supervision

## Apply

[Apply at D2B](https://apply.workable.com/d2b-1/j/20506A20E3/apply)

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