Mortgage Broker

• Manage mortgage applications from initial enquiry and discovery through to formal approval and settlement support
• Take ownership of files throughout each stage
• Review client circumstances, supporting documentation and borrowing requirements
• Prepare and structure lending applications accurately and efficiently
• Maintain comprehensive file notes and compliant, up-to-date files
• Follow up outstanding documentation, lender requirements and application milestones
• Communicate clearly and consistently with clients throughout the lending journey
• Analyse lending scenarios and recommend practical solutions
• Research lender policy and determine appropriate lending strategies
• Work across complex borrower profiles, residential lending, refinancing, property investment, construction and renovation lending, self-employed borrowers and guarantor lending
• Identify servicing, policy and documentation issues early
• Liaise directly with Australian clients, lenders, BDMs and credit assessors
• Follow up applications and resolve lender queries
• Work closely with the Director as a trusted operational partner
• Improve workflows, templates, processes and scalable systems
• Maintain organisation across multiple active applications and priorities
• Identify bottlenecks and recommend solutions
• Support development of the offshore operations function and potentially mentor future team members

Senior Para-Broker – Australian Mortgage

• Send professional reminders and follow up with clients regarding outstanding information, documents and lender requirements.
• Check received documents against outstanding requirements and update client files.
• Keep clients informed of administrative next steps and escalate delays or concerns to the broker.
• Prepare compliance and Best Interests Duty notes based on broker instructions.
• Document research, discussions, product comparisons and supporting information.
• Check compliance documents and disclosures, maintain orderly records, and identify missing or inconsistent information.
• Enter client financial information into lender and aggregator serviceability calculators.
• Research lender policies, compare servicing outcomes and document results for broker review.
• Create, maintain and update client records and files in Mercury CRM.
• Organize documents, notes, tasks, application information, file names and follow-up dates.
• Prepare loan applications and enter information into ApplyOnline and lender systems.
• Upload and label supporting documents, review applications for completeness, and submit after broker approval.
• Record submission details and monitor lender updates and outstanding requirements.
• Maintain accurate client marketing information and assist with approved communications through Mercury Marketing Hub.
• Follow privacy, consent and marketing-communication requirements.

Mortgage Broker Support, AU

• Manage the end-to-end loan application process from submission to settlement
• Prepare, review, and lodge loan applications with lenders
• Conduct servicing calculations and preliminary assessments
• Ensure loan files are complete, accurate, and compliant with lender and regulatory requirements
• Track loan progress and proactively follow up with lenders, clients, conveyancers, and other third parties
• Act as a primary point of contact for clients throughout the loan process
• Provide clear, professional updates to clients regarding application status
• Liaise with lenders, valuers, solicitors, and settlement agents
• Support Mortgage Brokers with client appointments, documentation, and post-settlement follow-ups
• Ensure compliance with NCCP, ASIC, and responsible lending obligations
• Maintain accurate client records and documentation in CRM systems
• Assist with audits, compliance checks, and process improvements
• Stay up to date with lender policies, credit guidelines, and industry changes
• Identify opportunities to improve workflows and operational efficiency
• Mentor and support junior broker assistants where required
• Contribute to the development of internal processes and best practices

Mortgage Broker jobs in Philippines

Senior Para-Broker – Australian Mortgage

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Senior Mortgage Broker Assistant – AU Mortgage, MyCRM