JOB DETAILS

Mortgage Broker Assistant/Loan Processor - 047

CompanyD2B
LocationManila
Work ModeRemote
PostedJanuary 12, 2026
About The Company
NZAB works with agri businesses to help them understand and articulate their strategy, financial performance and risk factors to their bank in a way that enhances the outcomes. These outcomes include access to capital, terms, conditions and price. Banking is evolving, and the businesses they support have become more complex. Our typical client is one that understands these complexities and recognises the value of specialist advice to ensure that they can drive their business forward. NZAB gives them the confidence to do so, knowing that they have had independent oversight into their businesses by a team of banking experts. We build enduring relationships with our clients, and become part of their advisory team, ensuring that the business continues to get the specialist advice it requires. Banks have confidence in our approach, and regularly advocate for our involvement. We’re brokering better banking outcomes for both our clients and their bank.
About the Role

Position: Mortgage Broker Assistant / Loan Processor

Salary range: PHP 70,000 – PHP 80,000 (The final amount will be at the the client discretion basing on the candidate’s skills and experience.)

Working Hours: Mondays to Fridays, 7:00am to 4:00pm Philippine Time

Work set-up: 100% Remote work

Holidays: Australian Holidays

OVERVIEW

As a Mortgage Broker Assistant / Loan Processor, you will support our brokers in preparing and submitting loan applications. This role requires attention to detail, strong organisational skills, and the ability to manage multiple tasks efficiently while ensuring compliance with industry standards.

RESPONSIBILITIES

  • Take detailed call notes from brokers and package loan applications for submission.
  • Review client documents for completeness and follow up with customers for any additional requirements.
  • Perform data entry into MyCRM and rename documents in Google Drive for easy reference.
  • Order credit reports and flag any lending concerns.
  • Review bank statements for potential red flags, including undisclosed liabilities, bounced payments, negative balances, and verify living expenses.
  • Convert broker handovers into detailed lending submission notes, completing game plans and Apply Online (AOL) for submissions.
  • Submit applications and upload all required supporting documentation.
  • Maintain 100% file compliance and assist with audit reviews.
  • Conduct pricing and valuation research for loan submissions.

Required Skills & Experience:

  • Proven experience working in an Australian mortgage brokerage.
  • Strong organisational and communication skills.
  • Attention to detail and ability to ensure compliance in all documentation.
  • Proficiency with business software including:
    • MyCRM
    • Quickli
    • Trello (phasing out)
    • Google Suite (Gmail, Drive, Docs, Sheets)
    • File Invite
  • Ability to review and interpret financial statements and lending criteria.
Key Skills
Attention To DetailOrganisational SkillsCommunication SkillsData EntryDocument ReviewComplianceFinancial Statement ReviewMyCRMGoogle SuiteCredit Report OrderingLoan Application ProcessingResearch SkillsCustomer Follow-UpAudit AssistanceLending Criteria InterpretationValuation Research
Categories
Finance & AccountingCustomer Service & SupportAdministrative
Job Information
📋Core Responsibilities
The Mortgage Broker Assistant / Loan Processor will support brokers in preparing and submitting loan applications. Responsibilities include reviewing client documents, performing data entry, and maintaining file compliance.
📋Job Type
full time
💰Salary Range
₱70,000 - ₱80,000
📊Experience Level
2-5
💼Company Size
37
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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