Australian Mortgage Broking Assistant

Job Description

This is a remote position.

Philippine-based (Filipino) Applicants

Position Overview

The Mortgage Broking Assistant plays a key role in assisting the Credit Team with end-to-end loan processing and file management. This includes conducting lender assessments, managing documentation, reviewing client financial information, and ensuring all compliance requirements are met. The role requires strong attention to detail, analytical ability, and proactive communication to support timely and accurate loan submissions and approvals.

Key Responsibilities

• Assist the credit team in managing client files and loan applications.
• Conduct lender serviceability assessments and request interest rate pricing and property valuations as required.
• Review payslips and income documentation to accurately calculate serviceable income for loan applications.
• Examine bank statements to identify and flag any significant or irregular transactions that may impact credit assessments.
• Ensure all client documents are complete, correctly filed, and organised; maintain a list of outstanding requirements for the Credit Manager.
• Identify and flag potential credit risks or issues for further review.
• Enter client data into the CRM system and Apply Online portal to build and submit loan applications to lenders.
• Liaise with lenders to follow up application statuses and coordinate with the credit team to address outstanding items for timely approvals.
• Maintain compliance standards by uploading accurate and complete documentation to the CRM system.

Requirements

Qualification & Experience Criteria

Work Environment & Expectations

While this is a   work-from-home   position, it is important to note that this is a

full-time role —not a freelance or flexible-hour arrangement. You will be expected to work a

fixed shift   and maintain a high level of professionalism and accountability, just as you would in an office environment.

✅ This role requires :

Discipline and commitment   to set working hours (strict shift times, not flexible)

time tracking software   during work hours

Active participation in team and client calls with your camera ON

Payroll is processed bi-monthly.

We’re looking for someone who values structure, is dependable, and thrives in a role that provides consistency and clarity. If you’re seeking stability and a team that appreciates reliability, we’d love to hear from you.

Benefits

1.  Monthly Salary : PHP 55,000

2.   Salary will be paid on a bi-monthly basis on the 15th and 30th or 31st of each month

3.   You will be paid extra for overtime and Philippines public holidays

4.   Probation : 6 months and after Probation

5. HMO offered after 6-month probation

6. 13th Month Pay after 30 days

7. Annual Salary Review

8. Laptop provided after 30 days

9. Permanent work-from-home role. You will have to use your own internet.

10. SHIFT TIMES : 6AM to 3PM Philippine time, Monday to Friday

Requirements

Qualification & Experience Criteria Previous experience in Australian loan processing is required. Strong understanding of lending documentation, financial statements, and income verification. Working knowledge of the following tools : Apply Online, myCRM, Salesforce, CoreLogic Excellent attention to detail and ability to identify discrepancies or potential risks. Strong organisational and time management skills with the ability to manage multiple files simultaneously. Effective verbal and written communication skills to collaborate with team members and external stakeholders. Proactive, reliable, and eager to learn, with a genuine interest in developing credit and loan processing skills. Ability to work independently with minimal supervision while maintaining team alignment. Work Environment & Expectations While this is a work-from-home position, it is important to note that this is a full-time role—not a freelance or flexible-hour arrangement. You will be expected to work a fixed shift and maintain a high level of professionalism and accountability, just as you would in an office environment. ✅ This role requires : Discipline and commitment to set working hours (strict shift times, not flexible) Use of time tracking software during work hours Active participation in team and client calls with your camera ON Consistent availability and responsiveness throughout your shift Treating this as a long-term, full-time job—not a side gig or freelance task ⏱ Payroll is processed bi-monthly. We’re looking for someone who values structure, is dependable, and thrives in a role that provides consistency and clarity. If you’re seeking stability and a team that appreciates reliability, we’d love to hear from you.