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Mortgage Broker Support / Loan Processor (Mercury & AOL) - Remote

D2B
CompanyD2B
CategoryFinance
LocationMetro Manila
RemoteRemote
EmploymentFull-time
LevelEntry
SalaryNot stated by the employer
Posted16 Jul 2026
Last verified10 Aug 2026
SourceEmployer ATS (workable)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Position : Mortgage Broker Support/Loan Processor Salary : PHP 50, 000 - PHP 68,000 / month Working Hours & Conditions : Australian Business Hours ABOUT THE COMPANY:  The client is a premier, fast-growing boutique mortgage brokerage based in Canberra, Australia. Founded and led by an industry expert with over 15 years of financial services experience (including a decade-long career with a major "Big Four" Australian bank)—the company was established to provide a more personalized, transparent, and supportive lending experience.  OVERVIEW: We are looking for an ultra-organized and detail-driven Mortgage Administration Support Specialist to serve as the operational engine room for a busy Australian mortgage brokerage. In this role, you will be the ultimate gatekeeper of data integrity, compliance, and process flow. You will manage the backend lifecycle of loan applications from initial file setup in Connective Mercury, through document auditing and validation, to packaging and preparing submissions in ApplyOnline (AOL). RESPONSIBILITIES: Client File Management   Create and maintain client files (opportunities and contacts) in CRM   Enter solicitor/conveyancer details in CRM   Approve and rename documents   Record detailed file notes   Update application statuses   Ensure files are complete before progressing  Document Collection & Review   Check documents have been received   Review documents for completeness   Check identification documents meet lender requirements (additional ID requirements for Scheme Loans)   Enter Drivers Licence details in CRM  Check information entered by clients in the Client Portal matches details on Drivers Licence (full names entered in CRM, date of birth is correct)   Update account balances and liabilities based on the statements received   Follow up missing documentation   Note outstanding documents in the CRM, so that updated documents can be requested    Review statements for undisclosed liabilities or re-occuring expenses   Loan Processing Support   Enter client information into CRM and lender systems ,mercury and AOL.   Prepare loan application data in CRM for broker review   Assist with preparing loan submissions in Apply Online for broker approval and lodgement   Upload supporting documents to the lodgement portal (AOL)   Complete compliance in CRM based on Appointment notes   Complete lender checklists   Order valuations   Upload valuation reports to CRM   Pricing requests & escalations   Application Tracking   Monitor application progress   Track lender turnaround times   Follow up outstanding lender requirements   Monitor outstanding conditions   Update brokers on application progress  Settlement Support   Monitor settlement dates   Assist with settlement bookings   Follow up outstanding settlement documents   Confirm required documents have been returned   Update CRM following settlement   Review loan offers to ensure they have been completed with no errors  General Administration   Assist with general administrative tasks as directed.   Monitor shared inboxes.    Help create marketing materials through CANVA.   Request signatures and merge documents through Adobe Requirements Previous experience supporting an Australian mortgage broker  Strong understanding of Australian residential lending processes  Excellent written and verbal English communication skills High attention to detail (spotting undisclosed liabilities, auditing ID document