Note: This role is for active pooling only. Submitting your application does not guarantee employment, but your information will be retained and considered for future openings.We are looking for a highly organized and detail-oriented Mortgage Broker Assistant to join our dynamic team at D2B. This remote position involves managing loan applications from submission to formal approval, while providing essential support to Brokers and the Scenarios Team. Your primary focus will be on ensuring swift and precise loan processing, facilitating communication among Clients, Lenders, Valuers, and other Stakeholders to deliver exceptional service to our clients.Position: Mortgage Broker AssistantSalary: PHP 70,000 - PHP 120,000/monthWorking Hours: Full-time, Monday to Friday, 7:00 AM to 4:00 PM (remote)Responsibilities:Loan Processing & Documentation:Verify and review client income documentation, credit reports, and supporting information.Order and track property valuations and other lender-related requirements.Utilize servicing calculators and prepare product comparisons.Assess funding positions and client living expenses.Maintain detailed broker notes and accurate loan files.Calculate borrowing capacity and assist with compliance documentation.Respond to lender requests, including minor MIRS (Mortgage Information Requests).Manage files through all stages from pre-assessment to settlement.Client & Lender Communication:Collect missing documentation or clarify information by liaising with clients.Communicate effectively with lenders, solicitors, and other stakeholders to ensure timely progress.Keep brokers and clients updated on application statuses.Maintain a professional and proactive approach to client communication throughout the process.Administrative & Operational Support:Track loan progress, delivery dates, and application follow-ups.Manage email and phone correspondence for the broker.Update CRM systems and internal trackers.Assist sales representatives with administrative tasks as required.Prepare reports, summaries, and pipeline updates for management.Bonus Task: Manage social media for the business.Requirements:Qualifications:Degree in Business, Finance, or a related field (or equivalent experience).

Position: MORTGAGE BROKER ASSISTANT / LOAN PROCESSORSalary: Up to 1,900 New Zealand Dollars (approximately ₱66,000 PHP+), with the final offer determined by the client based on the candidate's experience.Working Hours: NZ business hours.Work Setup: Fully remote.Holidays: Observance of New Zealand holidays.Company Overview: We specialize in wet-area installations for residential builders in New Zealand. Our central Tiling Hub efficiently coordinates jobs, materials, and schedules, enabling installers to concentrate on delivering top-notch installations while our team ensures seamless project execution.We take pride in our structured and dependable platform that keeps builders, installers, and staff organized, ensuring projects remain on track.Role Overview: We are looking for a proactive and detail-oriented Mortgage Broker Assistant / Loan Processor to enhance our dynamic mortgage finance team. This position involves supporting mortgage broking operations, managing interactions with lenders, and assisting with client file processing. The ideal candidate excels in a fast-paced environment, is highly organized, and brings enthusiasm and initiative to the team.Core ResponsibilitiesLoan Processing & CRM Workflow:Finalize lender selections based on client needs and loan strategy.Conduct accurate funding calculations.Ensure data integrity and submit notes in CRM systems, utilizing AI tools where applicable (target: a minimum of 2 files/day).Provide lender servicing support and familiarize with key bank policies.Manage the ApplyOnline (AOL) loan submission process.Handle SMSF structures and self-employed loan applications.Evaluate income documentation — review payslips, company and individual tax returns.Carry out lender file follow-ups and track progress.Flexibly assist with ad-hoc tasks and effectively multitask during shifts.Client Management & Communication:Support back-book client management (advantageous but not mandatory).Follow the client review process comprehensively, beyond just scheduling meetings.Communicate with clients primarily through email (no outbound calling required).Maintain professionalism with clients and internal teams; positivity and a collaborative spirit are essential.Team Collaboration:Engage in regular team Zoom calls for updates and team-building activities.

Position: Mortgage Broker AssistantSalary: PHP 57,800 - PHP 73,200/monthWorking Hours: Monday to Friday, 9:00 AM to 5:00 PM PH TimeHolidays: Observance of Australian HolidaysOVERVIEW:d2b-1 is in search of a skilled Mortgage Broker Assistant to deliver exceptional administrative and client support to our mortgage brokers, facilitating the seamless processing of loan applications from initiation to settlement. The ideal candidate will possess meticulous attention to detail, outstanding communication abilities, and the capacity to handle multiple tasks in a dynamic financial services environment.KEY RESPONSIBILITIES:Loan Processing & Documentation:Verify and assess client income documentation, credit reports, and supporting materials.Coordinate and monitor property valuations, pricing, and lender-related requirements.Utilize servicing calculators and create product comparisons.Structure funding positions and evaluate client living expenses.Compile comprehensive broker notes and maintain precise loan files.Calculate borrowing capacity and assist in the preparation of compliance documents.Respond to lender inquiries, including minor Mortgage Information Requests (MIRS).Oversee files through all phases — from pre-assessment to settlement.Client & Lender Communication:Engage with clients to gather outstanding documents or clarify information.Interface with lenders, solicitors, and other stakeholders to ensure timely progress.Provide brokers and clients with application status updates.Maintain proactive and professional communication with clients throughout the process.Administrative & Operational Support:Track loan progress, delivery timelines, and application follow-ups.Manage email and phone communications for the broker.Update CRM systems, client records, and internal tracking mechanisms.Assist sales representatives with administrative tasks as necessary.Prepare reports, summaries, and pipeline updates for management.Bonus Task: Opportunity to manage the business's social media presence.

d2b-1 is looking for a Mortgage Broker Assistant to support its mortgage brokerage operations. This remote role is based in Metro Manila and connects with an Australia-focused team. Role overview The Mortgage Broker Assistant helps manage client inquiries, prepares loan documentation, and supports compliance with regulatory guidelines. The position is designed for those who enjoy working independently while staying connected to a collaborative team. Key responsibilities Assist mortgage brokers by handling client questions and requests Prepare and organize loan documents for review Help ensure all processes follow regulatory requirements What helps in this role Strong organizational skills Attention to detail Comfort working remotely and communicating with a distributed team

Join our dynamic team at d2b-1 as a Mortgage Loan Processing & Broker Assistant. This remote role offers an exciting opportunity to contribute to the mortgage industry from the comfort of your own home.As a key member of our team, you will assist in processing mortgage applications, liaising with clients, and supporting brokers in their daily operations. Your organizational skills and attention to detail will be essential in ensuring a smooth workflow and exceptional customer service.

Position OverviewJoin our dynamic team as a Mortgage Broker Administrative Support Specialist, where you will play a crucial role in assisting a Commercial Mortgage Broker with essential administrative functions. This position requires a meticulous individual who excels in managing mortgage documentation, organizing client files, facilitating communication, and ensuring timely submission of all paperwork. The perfect candidate will possess exceptional organizational skills, a keen eye for detail, and substantial experience with Excel.Key ResponsibilitiesPrepare, review, and organize documentation for commercial mortgage applications.Maintain accurate and well-organized client files and records.Assist in collecting necessary documents from clients and third parties.Coordinate schedules and manage correspondence with lenders, clients, and stakeholders.Utilize Excel to monitor loan pipelines, update client data, and generate reports.Ensure that all submissions are thorough, compliant, and free from errors.Perform general administrative and secretarial tasks to aid the Mortgage Broker's workflow.

Position: Mortgage Broker Assistant / Loan Packager (Focus on the Australian Market)Salary: PHP 70,000 - PHP 80,000Working Hours: Monday to Friday; 9:00 AM to 6:00 PM AESTHolidays: Recognized Australian HolidaysOVERVIEW:Step into a pivotal role as a Mortgage Broker Assistant and Loan Packager, where you will be the driving force behind our operations. You will take complete ownership of loan files from initiation to final settlement, overseeing a substantial pipeline that encompasses residential, commercial, and auto loans while assisting over 150 families annually. This role provides an excellent opportunity for mentorship from a senior broker, fosters a results-oriented remote work culture, and offers a clear pathway to becoming a broker yourself.KEY RESPONSIBILITIES:Oversee the complete end-to-end loan file process with minimal supervision, from application to settlement.Prepare compliant loan applications and facilitate the successful closure of deals.Conduct in-depth bank statement analyses, accurately identifying income, expenses, dishonours, gambling patterns, and essential living costs.Perform credit assessments, extract income data, and craft detailed loan proposals.Maintain and prepare crucial documentation, including Game Plan documents and AOLs.Verify and organize supporting documents in compliance with regulatory standards.Regularly update and maintain CRM records, ensuring accurate document management.Communicate effectively with clients, lenders, and third parties throughout the loan process.Coordinate post-settlement activities, including annual reviews and stakeholder communications.Issue and manage “Hello Book” documentation to support seamless client onboarding.Stay informed on lender policies, credit guidelines, and industry developments.Identify opportunities for process improvements to enhance operational efficiency.

Join our dynamic team at Lendi Group as a Mortgage Broker Administrative Support professional. In this pivotal role, you will provide essential administrative assistance to our mortgage brokers, ensuring a seamless operational flow. Your responsibilities will include managing documentation, coordinating appointments, and supporting client communications. This is an excellent opportunity for individuals looking to advance their careers in the finance and mortgage industry.

Position: Broker Support Virtual AssistantSalary: ₱33,750 for candidates with no prior broking experience; ₱37,900 for those with 1 year of experience; ₱42,100 for candidates with 2 or more years of experience.Working Hours: Full-time position aligned with Australian business hours (work from home).Holidays: Observance of Australian public holidays.Company Overview:Join a leading Australian mortgage brokerage and financial advisory firm based in Subiaco, Western Australia. This company excels in guiding clients through the complexities of residential and commercial lending, offering tailored solutions for home ownership, refinancing, and specialized business funding. With a strong commitment to financial literacy, they empower clients by simplifying complex lending terms, ensuring a clear understanding of the process. The firm stands out for its exceptional technical expertise in analyzing intricate business financials and corporate trust structures, which is a rare asset in the brokerage field. The team fosters a culture of excellence, prioritizing personalized service and strategic advice to secure the financial well-being of every client.Role Overview:As a Broker Support Virtual Assistant, you will play an integral role in facilitating a seamless loan application process for clients. Collaborate closely with our experienced team to uphold the firm's reputation for delivering high-quality, personalized service and expert lending advice.Key Responsibilities:Application Management: Support the complete processing of residential and commercial loan applications via Connective (Mercury/MyCRM).Data Entry & Integrity: Ensure accurate input of client data and financial information into CRM systems and lender portals, maintaining compliance with documentation standards.Document Verification: Gather, review, and organize necessary documents (e.g., pay slips, tax returns, bank statements) to prepare applications for investor readiness.Liaison Duties: Communicate with lenders, solicitors, and clients to monitor application progress and promptly address any outstanding issues or conditions.Client Engagement: Maintain proactive communication with clients, providing regular updates on application statuses to ensure a superior customer experience.Administrative Excellence: Utilize Microsoft Office Suite and other tools to support operational efficiency.

Role OverviewThe Mortgage Broking Assistant plays a crucial role in managing loan applications from the initial document collection to post-settlement activities. This position involves effective communication with clients, financial institutions, and various stakeholders to ensure a streamlined and efficient loan approval process.Key Responsibilities:Collect detailed information from clients, manage document retrieval, and process applications from initial preparation to post-credit functions.Submit loan applications and facilitate approvals through to final settlement.Analyze lender, credit, and application submission requirements.Monitor the status of loan applications until settlement is achieved.Maintain clear communication with all parties involved, including clients, banks, settlement agents/solicitors, debt collectors, and real estate agents.Keep clients and business partners informed throughout the loan process.Provide broker management and support.Oversee post-settlement customer care.Maintain an organized database system, ensuring client information is up to date.

Role Overview d2b-1 is looking for a Mortgage Broker Assistant based in Metro Manila, Philippines. This role is fully remote. The position supports residential refinance applications, particularly for clients with challenging credit or complex financial situations. Compensation and Schedule Salary: Up to ₱60,000 PHP per month (final amount depends on skills and experience) Work Hours: Monday to Friday, 10 AM to 7 PM AEST Work Setup: 100% remote Holidays: Australian public holidays observed Main Responsibilities Loan Processing: Manage end-to-end residential refinance applications, focusing on clients with adverse credit or complex finances. Document Collection: Collect client documents in phases to avoid overwhelming clients, starting with essentials such as payslips, home loan statements, and identification. Financial Analysis: Review bank statements closely to identify any hidden debts or payday loans not shown in standard credit reports. Credit Report Review: Obtain and interpret Equifax credit reports to identify defaults, late payments, and other liabilities. Servicing Assessment: Conduct preliminary servicing and capacity checks to ensure the refinance proposal reduces monthly payments, targeting reductions between ₱25,000 and ₱250,000. Compliance: Prepare and send compliance documents, including privacy and credit consents, for digital signature. Application Monitoring: Track file status using internal CRM and spreadsheets, and follow up with clients every two days for any outstanding paperwork. Lender Coordination: Work with lender portals to advance applications and resolve issues as they arise.

Join our dynamic team as a Mortgage Loan Underwriter, where your expertise in U.S. mortgage loan underwriting and mortgage disclosure processing will shine. This position is perfect for professionals who thrive in fast-paced mortgage production settings and possess a robust understanding of mortgage regulations, investor guidelines, and risk management practices. As a Mortgage Underwriter, your primary responsibility will be to ensure that each mortgage loan adheres to the utmost accuracy, completeness, and credit standards before being presented to capital market loan buyers. This pivotal role emphasizes the creation of impeccable loan packages, ensuring that all data points, documents, conditions, and calculations conform to underwriting guidelines and can withstand rigorous investor scrutiny.The ultimate goal is to deliver a solid, defensible loan file that is free of errors—except for minor credit-related issues—ensuring a smooth approval process by loan buyers.Key Responsibilities:Loan Preparation & Accuracy:Thoroughly review and validate all components of mortgage loans, including borrower documentation, financial data, and property appraisals.Ensure that all data points and documents in the loan package are accurate, complete, and consistent with Automated Underwriting System (AUS) outputs.Perform comprehensive calculations and validations to maintain the integrity and trustworthiness of the loan package.Investor-Ready Documentation:Compile mortgage loan packages with the highest accuracy to fulfill capital market buyer standards.Proactively identify and address potential discrepancies to prevent investor objections or rejections.Ensure compliance with loan conditions and that documentation is robust enough to endure scrutiny from investors or reviewers.Credit & Risk Mitigation:Detect and rectify credit issues to reduce risks, ensuring compliance with all regulatory standards.Deliver flawless loans, aside from permissible compliance deviations, fostering investor trust and confidence.Maintain detailed documentation for every underwriting decision, ensuring a clear audit trail.Collaboration & Communication: Collaborate effectively with internal and external stakeholders to facilitate smooth operations and enhance the underwriting process.

Position: Executive Assistant for an Australian Mortgage BrokerageSalary: PHP 60,000 - 75,000/monthWorking Hours & Conditions: Full-time, aligned with Australian business hours (Remote)Holidays: Observance of Australian public holidaysABOUT THE COMPANY: Our client is a distinguished financial brokerage located in Melbourne, Australia, specializing in impactful lending solutions across residential, commercial, and asset finance sectors. They serve as a vital connection between a diverse array of clients and over 40 leading Australian lenders, facilitating seamless access to capital for property investors and business owners.Guided by a commitment to transparency and strategic wealth creation, the firm stands out by offering customized financial architecture instead of generic products. By merging extensive credit knowledge with a modern, agile service model, they have earned a reputation as a trusted leader for clients seeking clarity and a competitive edge in a complex market.OVERVIEW:We are on the lookout for a highly skilled Executive Assistant with specific experience in the Australian mortgage sector to act as a strategic partner to the Principal Broker. This dynamic, client-facing position requires a unique combination of technical mortgage knowledge and exceptional communication abilities. Responsibilities include managing the front-end loan process, maintaining the existing client database, and providing direct strategic support to the Principal Broker to ensure no lead or expiring rate is overlooked.KEY RESPONSIBILITIES:Front-End Administration & Data Management (30%):Serve as the initial point of contact for document collection, ensuring all client files are complete and compliant.Proactively engage with clients to resolve any information gaps and accurately file all data within the CRM.Portfolio Management & Client Retention (40%):Oversee the existing loan portfolio by tracking pricing, interest-only expiries, and fixed-rate expiries.Conduct proactive outreach to ensure every client in the database is contacted at least twice a year, thereby maintaining high retention and satisfaction rates.Executive Support & Ad-hoc Operations (30%):Provide high-level support to the Principal Broker, including requesting valuations and obtaining lender pricing for live deals.Manage variations and provide critical reminders to the Principal to ensure timely follow-ups on all active opportunities.QUALIFICATIONS (MUST HAVES):Experience: Proven track record in the Australian Mortgage Broking industry.Communication Skills: Exceptional verbal and written communication capabilities.

Please note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your information will be retained for future openings.D2B is on the lookout for a meticulous and proactive Loan Processor to join our dynamic team. In this fully remote role, you will play a vital part in the loan processing and credit assessment operations. If you have a strong background in the Australian mortgage sector and possess exceptional attention to detail, this long-term position may be the ideal fit for you.Position: Mortgage Broker AssistantSalary: PHP 60,000 - PHP 90,000/monthWorking Hours & Conditions: Monday to Friday, from 7:00 AM to 4:00 PM; full-time (remote)Holidays: To Be DeterminedKey Responsibilities:Oversee the complete loan processing cycle: from application to settlementCommunicate effectively with lenders, clients, and third partiesPerform credit assessments and evaluate borrower qualificationsPrepare essential loan documentation, serviceability calculations, and lender comparisonsUtilize CRM platforms such as MyCRM, Mercury, or InfynityRemain updated with lender policies and industry trends

Role OverviewAs a Senior Mortgage Broking Assistant, you will play a crucial role in the management of loan applications, guiding them from the preparation of initial documents to post-settlement activities. Your responsibilities will include collaborating with clients, financial institutions, and various stakeholders to facilitate a smooth and efficient loan process.Key Responsibilities:Provide comprehensive support to brokersEngage regularly with internal and external stakeholdersCollect necessary information from clients, retrieve documentation, and handle applications from initial preparation to post-credit functionsSubmit loan applications and manage the approval process through to settlementAnalyze lender, credit, and application submission criteriaPackage and submit complete loan applications to lendersMonitor the progress of loan applications until settlementMaintain communication with all transaction participants, including clients, banks, settlement agents, solicitors, debt collectors, and real estate agentsKeep clients and business partners informed throughout the loan processDeliver post-settlement customer careUpdate and maintain the database system with client informationPerform general administrative tasks

Role Overview Hunt St is hiring an Offshore Mortgage Broking Support Officer to work remotely from the Philippines. This position supports a fast-growing Australian mortgage broking firm, helping brokers manage the full loan process and post-settlement activities. The role is fully remote and requires independent contractor status (not agency-based). Working hours align with Australian business hours: approximately 9 AM to 5 PM, Monday to Friday. About Hunt St and Our Client Hunt St connects Australian businesses with skilled remote professionals in the Philippines. In this role, you will join a mortgage broking firm known for delivering strong lending solutions and excellent client service. The team uses platforms such as Connective and Mercury Nexus to streamline loan applications and client management. Key Responsibilities Prepare and submit loan applications through lender portals, managing each application from pre-submission to settlement. Gather, organize, and submit documentation, ensuring accuracy, completeness, and timely delivery. Order and track bank valuations, and handle pricing or discount requests with lenders. Communicate with banks, lenders, and internal teams to obtain updates, approvals, and resolve outstanding conditions. Maintain accurate client records, workflow tasks, notes, and compliance documents in CRM and loan processing systems. Ensure all loan files meet audit and record-keeping standards required by the company and lenders. Assist with post-settlement steps, such as verifying loan setups, linking offset accounts, and managing online banking access for clients. Review settled loan documents to confirm rates, limits, splits, and structures match approvals. Resolve any post-settlement discrepancies or lender-related issues quickly. Support brokers with daily administrative tasks, including tracking progress, follow-ups, and client communications. Monitor deal pipelines and flag potential delays to help ensure settlements occur on time. Compensation Salary range: $1,800 AUD to $2,200 AUD per month Work Location and Schedule Remote position based in the Philippines Work hours: Australian business hours (approx. 9 AM – 5 PM, Monday to Friday)

Job Title: Broker Support / Credit AnalystSalary: PHP 60,000 to PHP 90,000 Working Schedule: Mondays to Fridays, 9:00 AM to 6:00 PM Sydney TimeRole Overview:Join our dynamic team as a Broker Support / Credit Analyst, where your expertise in credit analysis and exceptional communication skills will play a critical role in ensuring smooth transactions and outstanding customer service. You will leverage your industry knowledge to collaborate with brokers and clients, guiding them through the loan application process with ease.Duties and Responsibilities:Work closely with brokers to evaluate client financial information and structure loan applications effectively.Provide authoritative insights on lender policies to guarantee compliance and optimal loan structuring.Craft comprehensive credit submissions for a diverse range of lending scenarios, including PAYG, self-employed, SMSF, and trust structures.Engage with clients to collect essential documentation and clarify financial details.Coordinate with lenders to adhere to lending guidelines and ensure successful client outcomes.Review applications for alignment with lending criteria and regulatory standards.Stay informed about industry trends, lending products, and regulatory developments.Requirements:At least 2 years of experience in credit analysis or a similar role within the mortgage or finance sector.Strong grasp of lender policies, credit assessment, and loan structuring techniques.Proficiency in using Finsure's Infynity & Quickli and financial analysis tools.Excellent analytical and problem-solving capabilities.High attention to detail.Outstanding communication and interpersonal abilities.Ability to thrive in a fast-paced, team-oriented environment.

Job Title: Insurance BrokerLocation: Fully Remote Employment Type: Full-timeAbout the Role:Join our dynamic team as an Insurance Broker! We are in search of a skilled professional who will be instrumental in quoting new insurance policies, forging partnerships with new carriers, and nurturing robust relationships with clients and insurance providers. Your expertise will ensure our clients receive the most suitable coverage options tailored to their unique requirements.Key Responsibilities: Provide accurate quotes and issue new insurance policies across various lines. Research and establish collaborations with emerging insurance carriers. Stay informed about the latest insurance products, coverage options, and underwriting standards. Guide clients in selecting appropriate insurance plans based on their needs and financial circumstances. Negotiate terms and coverage with carriers to secure competitive pricing and client satisfaction. Efficiently manage renewals, endorsements, and policy servicing. Cultivate and maintain strong client relationships through effective communication and dependable service. Ensure adherence to all relevant regulations and company policies.

Position: Loan Processing AdministratorSalary: PHP 45,000 - PHP 60,000/month + annual bonusWorking Hours: Monday to Friday, 9:00 AM to 6:00 PM VIC Melbourne timeHolidays: Victorian Australian HolidaysAbout Us: Resolve Finance is a premier Australian mortgage brokerage, recognized nationally as a leader in the industry. Based in Melbourne, we are dedicated to assisting clients in finding the perfect home loan, whether for purchasing, refinancing, or navigating complex financial situations, by offering expert advice and comparisons from over 40 lenders.Role Overview: We are seeking a meticulous and proactive Loan Processing Administrator with 1-3 years of experience in the Australian mortgage industry. This position is perfect for someone ready to take more ownership of their work, manage their own loan files, and play a vital role in the complete application process. As a client-facing professional, you will be the primary contact for clients, referral partners, conveyancers, builders, and real estate agents throughout the loan process.Key Responsibilities:Oversee your own loan application pipeline from initial submission to settlement, serving as the main contact for clients and partners.Provide proactive updates to clients and relevant stakeholders to ensure a seamless experience.Communicate effectively with lenders, solicitors, and other parties, ensuring timely follow-ups and escalations as needed.Quickly identify and resolve issues to maintain application momentum.Prepare and submit loan application documents along with supporting materials.Organize and maintain client documentation, ensuring accuracy and compliance.Update and manage client and loan information within CRM systems.Track application progress and coordinate tasks to support brokers in meeting deadlines.Deliver daily administrative support, including email management, calendar organization, and handling valuation requests.