# Mortgage Broker Assistant - #35280

**Company:** [Manila Recruitment](null/companies/pJgPWyPPqDoppT3Wp9DRdh.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time
**Department:** MR

[Apply for this job](null/view/28d4fe5c-79a2-4b1e-84ea-b9985ea5c26a)

## Description

As a Mortgage Broker Assistant, you will support the end-to-end backend operations of the mortgage process, ensuring loan applications move smoothly from preparation to settlement. This includes managing CRM updates, document collection, application preparation, and lender follow-ups.

You will take ownership of the pipeline, proactively keeping deals on track while also supporting process improvements to help the business scale efficiently.

**Company Profile:**

Our client is an Australian-based boutique, client-first brokerage led by a single, highly experienced broker. They provide access to a wide range of lending solutions across multiple financial institutions, with a highly personalised approach that ensures each client receives tailored recommendations aligned with their goals, financial situation, and long-term plans.

As a single-broker growing business now expanding, they are growing their team in the Philippines and are looking for a **Mortgage Broker Assistant** to support the end-to-end backend operations of their lending process. This role will work directly and closely with the founder, providing hands-on support as their sole assistant in the business. As the business continues to grow, there may be opportunities to collaborate with additional team members down the track.

This is a great opportunity to join an early-stage business at ground level, gain exposure to the Australian mortgage industry, work closely alongside

**Duties and Responsibilities:**

-   Keep client and loan information updated and accurate in Connective Mercury
-   Manage the loan pipeline and make sure all applications are moving forward on time
-   Follow up on required documents and ensure everything is complete before submission
-   Prepare and organize loan applications based on lender requirements
-   Coordinate with lenders and other stakeholders for updates and follow-ups
-   Handle post-settlement tasks, such as scheduling client check-ins (e.g., 6- and 12-month reviews, rate checks)
-   Spot delays or issues early and take action to keep deals on track
-   Help improve processes and workflows, especially within Mercury
-   Support in organizing backend operations to make work more efficient
-   Provide general admin support to keep daily operations running smoothly

## Requirements

**Must-have Skills / Qualifications:**

-   Proven experience in the Australian mortgage broking industry
-   Strong ownership mindset with the ability to work independently
-   Highly organized with excellent attention to detail
-   Proactive and process-driven, with the ability to identify gaps and improve workflows
-   Comfortable working in a growing business where systems are still being built

**Advantageous Skills / Experience:**

-   Hands-on experience with Connective Mercury CRM (strong advantage)