# AU Mortgage Broker Assistant (with experience in myCRM)

> D2B · Philippines (Remote) · Full-time · Posted 2026-07-21

**Workplace:** remote

**Department:** RecOps

## Description

**Position**: Mortgage Broker Assistant

**Salary**: PHP 60,000 - 75,000 per month

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

**Holidays**: Observing Australian National and state-specific holidays

  

**ROLE OVERVIEW**:

We’re looking for an experienced **Mortgage Broker Assistant** to take full ownership of the operational lifecycle of client loan files. Acting as the Principal Broker’s operational right-hand, you will drive the administrative, compliance, and processing engine of the business—from initial client document collection through to settlement coordination. This long-term career opportunity is tailored for a proactive, highly organized professional who thrives on managing complex loan pipelines and delivering exceptional quality control in a client-centric environment.

**RESPONSIBILITIES**:

-   End-to-End File Processing & Lodgement: Prepare, structure, and submit loan applications through ApplyOnline (AOL), ensuring complete accuracy and compliance before submission.
-   Serviceability & Credit Analysis: Run initial serviceability assessments using Quickli and individual lender servicing calculators; review lender policies to flag potential credit issues early.
-   Document Management & Quality Control: Issue client welcome packs, collect and review financial documentation for accuracy, and maintain organized, audit-ready client files.
-   Pipeline & Conditions Management: Monitor pipeline status, submit pricing requests, order property valuations, and proactively resolve outstanding lender conditions to prevent delays.
-   Stakeholder Coordination: Maintain clear, professional communication with clients, lenders, Business Development Managers (BDMs), conveyancers, and solicitors throughout the loan process.
-   Settlement Execution: Coordinate pre-settlement and settlement logistics, verifying that all financial requirements are fulfilled for a smooth settlement day.
-   Practice Administration & CRM Maintenance: Manage the Principal Broker’s calendar, appointments, and daily tasks while keeping the CRM continuously updated.

## Requirements

**QUALIFICATIONS**:

-   Australian Market Experience: Minimum 2+ years of direct experience as an offshore Mortgage Broker Assistant supporting Australian mortgage brokers.
-   Software & Tool Proficiency: Advanced, hands-on experience using myCRM, ApplyOnline (AOL), Quickli, lender servicing calculators, and major Australian lender portals.
-   Credit & Policy Knowledge: Strong understanding of Australian mortgage lending criteria, standard lender policies, compliance guidelines, and supporting document requirements.
-   Communication Skills: Exceptional written and verbal English communication skills, with the confidence to interact directly with clients and external stakeholders.
-   Detail & Process-Oriented: Exceptional organizational skills, high attention to detail, and a track record of managing a high-volume pipeline without missing deadlines.

## Apply

[Apply at D2B](https://apply.workable.com/d2b-1/j/BDC64091B1/apply)

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