(CG) Mortgage Broker Assistant / Loan Processor

Position: MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR Salary rang e: 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 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)