# (CG) Mortgage Broker Assistant (myCRM expert) - 165

> D2B · Manila, Philippines (Remote) · Full-time · Posted 2026-04-13

**Workplace:** remote

**Department:** RecOps

## Description

**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.

## Requirements

**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.

## Apply

[Apply at D2B](https://apply.workable.com/d2b-1/j/23FE9EC920/apply)

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