(CG) Mortgage Broker Assistant / Loan Processor - 314
# (CG) Mortgage Broker Assistant / Loan Processor - 314 **D2B** · Philippines · `Remote` · `Full Time` 💼 **Уровень роли:** `Entry-level` 💰 **Компенсация:** `66,000 – 66,000 PHP` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Mortgage-Broker-Assistant]` `[Loan-Processor]` `[Mortgage-Operations]` `[RecOps]` `[Financial-Services]` `[Mortgage-Processing-Assistant]` `[Mortgage-Administrative-Assistant]` `[Mortgage-Loan-Officer-Assistant]` `[Junior-Mortgage-Processor]` `[Mortgage-Operations-Associate]` `[Mortgage-Loan-Processor]` `[Mortgage-Loan-Assistant]` `[Mortgage-Underwriting-Coordinator]` --- ### About the Role Position: MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR Salary rang e: up to ₱66,000 PHP/month, with the final offer subject to the client’s discretion based on the candidate’s experience Working Hours: NZ business hours Work set-up: 100% Remote work Holidays : New Zealand Holidays OVERVIEW ON THE ROLE We are seeking a proactive and detail-oriented Mortgage Broker Assistant / Loan Processor to join a dynamic mortgage finance team. This role involves supporting mortgage broking operations, managing lender interactions, and assisting with client file processing. The ideal candidate thrives in a fast-paced environment, is highly organized, and brings energy and initiative to the team. Core Responsibilities Loan Processing & CRM Workflow: Finalize lender selections based on client needs and loan strategy Perform accurate funding calculations Maintain data accuracy and submit notes in CRM systems, using AI tools where possible (target: min. 2 files/day) Provide lender servicing support and familiarize yourself with key bank policies Manage the ApplyOnline (AOL) loan submission process Handle SMSF structures and self-employed loan applications Assess income documentation — review payslips, company and individual tax returns Conduct lender file follow-ups and track progress Flexibly support ad-hoc tasks and multitask effectively during shifts Client Management & Communication: Assist with back-book client management (advantageous but not mandatory) Follow the client review process end-to-end, beyond just scheduling meetings Communicate with clients primarily via email (no outbound calling required) Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential Team Collaboration: Participate on regular team Zoom calls for updates and team-building Requirements Required Experience & Skills Minimum 2 years’ experience of relevant experience Proficient with MyCRM and ApplyOnline Strong skills in Microsoft Excel and Word , including spreadsheet creation Excellent attention to detail, especially with data entry and documentation Ability to multitask and work independently Proactive problem-solver with a positive, engaging team presence Tools & Software You’ll Use MyCRM (loan pipeline management) ApplyOnline (AOL) (lender submission platform) Microsoft Office: Excel & Word Zoom (team meetings) AI tools within CRM (for file notes) Originally posted on Himalayas
- Mortgage-Broker-Assistant
- Loan-Processor
- Mortgage-Operations
- RecOps
- Financial-Services
- Mortgage-Processing-Assistant
- Mortgage-Administrative-Assistant
- Mortgage-Loan-Officer-Assistant
- Junior-Mortgage-Processor
- Mortgage-Operations-Associate
- Mortgage-Loan-Processor
- Mortgage-Loan-Assistant
- Mortgage-Underwriting-Coordinator
Наблюдалась 2026-09-24, впервые 2026-09-24, источник — Himalayas (JSON API).