Philippines onlyMortgage Broker Assistant responsible for end-to-end residential refinance applications for clients with bad credit or complex financial histories. Key responsibilities include specialized loan processing, document collection, deep financial analysis, credit report evaluation, servicing & solutions, compliance management, application monitoring, lender liaison, process optimization, and administrative support.
Requirements
- Proven experience in Australian mortgage broking support and loan processing
- Strong analytical skills to interpret complex credit files and conduct thorough bank statement audits
- Experience with mortgage CRM systems, Google Workspace, and Canva
- Openness to integrating AI tools into daily workflows to increase efficiency
- High English proficiency for email correspondence and regular internal video consultations
- High level of empathy for vulnerable clients and the ability to remain calm in a detail-oriented environment
