Mortgage Broker Assistant / Loan Packager

Position : Mortgage Broker Assistant / Loan Packager (Australia Market)

Salary : PHP 70,000 - PHP 80,000

Working Hours & Conditions : Mondays to Fridays; 9 : 00AM to 6 : 00PM AEST

Holidays : Australian Holidays

OVERVIEW :

The company is seeking for an experienced Mortgage Broker Assistant / Loan Packager who will work closely with an experienced mortgage broker, managing loan applications from start to finish.

This is a client-facing and hands-on role, ideal for someone with strong banking or finance experience who thrives in a fast-paced environment and enjoys supporting both clients and brokers through the loan process.

RESPONSIBILITIES :

• Manage loan files independently from application through to settlement.
• Prepare accurate, compliant, and well-documented loan applications for various lending products including home loans, equipment finance, and personal loans.
• Conduct servicing, pricing, and valuation assessments to ensure client eligibility and competitiveness.
• Perform credit checks, extract income data, and prepare detailed loan proposals.
• Liaise with clients, lenders, and banks via email to track progress and address queries promptly.
• Stay up to date with lender policies, credit guidelines, and industry trends.
• Contribute to the client retention process by maintaining a high level of service quality and follow-through.
• (Nice to have) Conduct credit analysis to evaluate risk and strengthen loan recommendations.
• Identify opportunities for process improvements and assist in driving operational efficiency.

Requirements

QUALIFICATIONS :

MINDSET AND ATTRIBUTES :

PREFERRED SKILLS (nice to have) :

Benefits

Why You’ll Love This Role