（CG）抵押贷款经纪人助理/贷款处理员 - 314
(CG) Mortgage Broker Assistant / Loan Processor - 314
职位：按揭经纪人助理 / 贷款处理员
薪资范围：最高每月66,000菲律宾比索，最终薪资由客户根据候选人经验决定
工作时间：新西兰营业时间
工作安排：100%远程办公
假期：新西兰节假日
职位概述
我们正在寻找一位积极主动、注重细节的按揭经纪人助理 / 贷款处理员加入一个充满活力的按揭金融团队。该职位涉及支持按揭经纪业务、管理贷款方互动以及协助客户文件处理。理想的候选人能够在快节奏的环境中工作，高度有条理，并为团队带来积极性和主动性。
核心职责
贷款处理与CRM流程：
- 根据客户需求和贷款策略确定贷款方选择
- 进行准确的资金计算
- 保持数据准确性并在CRM系统中提交备注，尽可能使用AI工具（目标：每天至少2份文件）
- 提供贷款方服务支持并熟悉主要银行政策
- 管理ApplyOnline（AOL）贷款提交流程
- 处理SMSF结构和自雇贷款申请
- 评估收入证明 — 审核工资单、公司和个人税务申报表
- 进行贷款文件跟进并跟踪进度
- 在班次期间灵活支持临时任务并有效多任务处理
客户管理与沟通：
- 协助后置客户管理（有优势但非必需）
- 全程跟进客户审核流程，而不仅仅是安排会议
- 主要通过电子邮件与客户沟通（无需外拨电话）
- 与客户和内部团队保持专业；与同事积极合作并保持正面态度是关键
团队协作：
· 参加定期的团队Zoom会议进行更新和团队建设
要求
所需经验与技能
- 至少2年相关经验
- 熟练使用MyCRM和ApplyOnline
- 精通Microsoft Excel和Word，包括电子表格创建
- 出色的细节关注能力，特别是在数据录入和文档处理方面
- 能够多任务处理并独立工作
- 积极的问题解决者，具有积极、吸引人的团队氛围
使用的工具与软件
- MyCRM（贷款流程管理）
- ApplyOnline（AOL）（贷款方提交平台）
- Microsoft Office：Excel & Word
- Zoom（团队会议）
- CRM中的AI工具（用于文件处理）
查看英文原文
Position:MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR
Salary range: up to ₱66,000 PHP/month, with the final offer subject to the client’s discretion based on the candidate’s experience
Working Hours: NZ business hours
Work set-up: 100% Remote work
Holidays: New Zealand Holidays
OVERVIEW ON THE ROLE
We are seeking a proactive and detail-oriented Mortgage Broker Assistant / Loan Processor to join a dynamic mortgage finance team. This role involves supporting mortgage broking operations, managing lender interactions, and assisting with client file processing. The ideal candidate thrives in a fast-paced environment, is highly organized, and brings energy and initiative to the team.
Core Responsibilities
Loan Processing & CRM Workflow:
- Finalize lender selections based on client needs and loan strategy
- Perform accurate funding calculations
- Maintain data accuracy and submit notes in CRM systems, using AI tools where possible (target: min. 2 files/day)
- Provide lender servicing support and familiarize yourself with key bank policies
- Manage the ApplyOnline (AOL) loan submission process
- Handle SMSF structures and self-employed loan applications
- Assess income documentation — review payslips, company and individual tax returns
- Conduct lender file follow-ups and track progress
- Flexibly support ad-hoc tasks and multitask effectively during shifts
Client Management & Communication:
- Assist with back-book client management (advantageous but not mandatory)
- Follow the client review process end-to-end, beyond just scheduling meetings
- Communicate with clients primarily via email (no outbound calling required)
- Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential
Team Collaboration:
· Participate on regular team Zoom calls for updates and team-building
Requirements
Required Experience & Skills
- Minimum 2 years’ experience of relevant experience
- Proficient with MyCRM and ApplyOnline
- Strong skills in Microsoft Excel and Word, including spreadsheet creation
- Excellent attention to detail, especially with data entry and documentation
- Ability to multitask and work independently
- Proactive problem-solver with a positive, engaging team presence
Tools & Software You’ll Use
- MyCRM (loan pipeline management)
- ApplyOnline (AOL) (lender submission platform)
- Microsoft Office: Excel & Word
- Zoom (team meetings)
- AI tools within CRM (for file notes)
Originally posted on Himalayas