AP - 抵押贷款经纪人助理
AP - Mortgage Broker Assistant
注意：此职位仅用于积极招聘目的。提交申请并不保证获得雇佣。您的信息将被存档，并在有合适机会时考虑。
我们正在寻找一位敬业且有条理的抵押贷款经纪人助理加入D2B团队。在此远程职位中，您将负责提交贷款申请并跟踪至正式批准，为经纪人和情景团队提供支持。您将专注于快速准确地提交和批准贷款，为经纪人和情景团队成员提供支持，安排客户、贷款人、评估师和其他利益相关者之间的有效沟通，以确保我们的客户提供最佳服务。
职位：抵押贷款经纪人助理
薪资：每月50,000至100,000菲律宾比索
工作时间与条件：周一至周五，早上7点至下午4点；全职（远程）
假期：待定
职责：
贷款处理与文件
- 验证和审查客户的收入文件、信用报告和支持性信息。
- 订购并跟踪房产评估、定价和其他贷款人相关要求。
- 完成服务计算器并准备产品比较。
- 结构资金位置并评估客户的日常开支。
- 准备详细的经纪人笔记并维护准确的贷款文件。
- 计算借款能力并协助准备合规文件。
- 回应贷款人的请求，包括小规模的MIRS（抵押信息请求）。
- 管理所有阶段的文件——从预评估到结算。
客户与贷款人沟通
· 与客户联系以收集缺失文件或澄清信息。
- 与贷款人、律师和其他利益相关者沟通以确保及时进展。
- 向经纪人和客户提供申请状态的更新。
- 在整个过程中保持专业且主动的客户沟通。
行政与运营支持
- 跟踪贷款进度、交付日期和申请跟进。
- 管理经纪人的电子邮件和电话沟通。
- 更新CRM系统、客户记录和内部跟踪器。
- 按需为销售代表提供行政任务支持。
- 为管理层准备报告、摘要和管道更新。
- 附加任务：可以管理公司的社交媒体
要求
资格：
- 经验：拥有商业、金融或相关领域的学士学位（或同等学历）
查看英文原文
Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.
We are seeking a dedicated and organized Mortgage Broker Assistant to join our team at D2B. In this remote role, you responsible for submitting loan applications and monitoring them through to formal approval, providing support to the Brokers and Scenarios Team. With a strong focus on fast and accurate loan submissions and approvals, you will provide support for Brokers and Scenarios Team members, arranging effective communication between Client, Lenders, Valuers and other Stakeholders, to ensure that our clients receive the best possible service.
Position: Mortgage Broker Assistant
Salary: PHP 50,000 - PHP 100,000/month
Working Hours & Conditions: Mondays to Fridays, 7:00AM to 4:00PM; full-time (remote)
Holidays: TBD
Responsibilities:
Loan Processing & Documentation
- Verify and review client income documentation, credit reports, and supporting information.
- Order and track property valuations, pricing, and other lender-related requirements.
- Complete servicing calculators and prepare product comparisons.
- Structure funding positions and assess client living expenses.
- Prepare detailed broker notes and maintain accurate loan files.
- Calculate borrowing capacity and assist in preparing compliance documents.
- Respond to lender requests, including minor MIRS (Mortgage Information Requests).
- Manage files through all stages — from pre-assessment to settlement.
Client & Lender Communication
· Liaise with clients to collect missing documents or clarify information.
- Communicate with lenders, solicitors, and other stakeholders to ensure timely progress.
- Provide updates to brokers and clients on application status.
- Maintain professional and proactive client communication throughout the process.
Administrative & Operational Support
- Track loan progress, delivery dates, and application follow-ups.
- Manage email and phone correspondence for the broker.
- Update CRM systems, client records, and internal trackers.
- Support sales representatives with administrative tasks as required.
- Prepare reports, summaries, and pipeline updates for management.
- Bonus ad hoc task: can manage social media for the business
Requirements
Qualifications:
- Experience: Bachelor’s degree in Business, Finance, or a related field (or equivalent experience). Minimum 1-2 years of experience in mortgage processing, lending, or financial services.
- Experience with Australian lenders and mortgage products (required).
- Technical Skills: Familiarity with broker systems and loan platforms (Mercury, ApplyOnline)
- Strong understanding of loan structures, banking, and finance principles.
- Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation.
- Exceptional communicator: articulate, polished, and personable in both written and verbal interactions
Benefits
Benefits
- Competitive salary based on experience and skill set
- 100% remote role — work from home anywhere in the Philippines
- Paid local holidays aligned with the Australian business calendar
- Opportunities for training and professional growth
- Work directly with a supportive Australian team — no agency middleman
- Long-term engagement with a stable and growing business
Originally posted on Himalayas