manila recruitmentDenver, CO
Mortgage Broker Assistant
Mortgage Broker Assistant
Mortgage Broker Assistant
manila recruitmentDenver, CO
Apply for this role →yesterday
Mortgage Broker Assistant 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. 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
Also on the board Same function, level within a rung
Level
Mid
Location
Denver, CO
Occupation
Loan Interviewers and Clerks
Industry
Mortgage and Nonmortgage Loan Brokers
Posted
yesterday