Job Description : Position Title: Mortgage Broker Assistant (with Post-Settlement Experience)
Work Set-up: Work from Home/Work from Office
Schedule: Monday - Friday, 7:00 am - 4:00 pm PH Time
Salary: Php 60,000.00Job Description for Mortgage Broker Assistant (with Post-Settlement Experience)We're looking for a detail-oriented and proactive Mortgage Broker Assistant to support an Australian mortgage brokerage. This role covers the full mortgage process, from preparing applications to assisting clients after settlement.
If you've worked on both sides of the loan process and understand how to keep things moving smoothly, we'd love to hear from you!Responsibilities:
Client & Broker Support
Serve as a reliable point of contact for clients, providing updates and answering basic inquiries
Assist brokers with scheduling, email management, and follow-up communication
Help clients gather and complete loan application requirements
Application Preparation
Prepare and package mortgage applications, ensuring accuracy and lender compliance
Enter client data into CRM and loan processing systems (Broker Engine is preferred but similar platforms i.e., Mercury, Infinity is acceptable)
Order supporting documents such as credit reports, valuations, or verification forms
Track application status and ensure brokers are updated at every stage
Post-Settlement Support
Provide ongoing support to clients after loan settlement
Send Loan Repayment Summaries and manage annual review processes
Organize fixed-rate rollovers, loan variations, and pricing requests
Liaise with clients and lenders for discharge requests, switches, or refinance inquiries
Administrative & Documentation Tasks
Maintain digital files, ensure accurate recordkeeping, and update client CRM profiles
Follow up on outstanding documentation and lender conditions
Prepare monthly reports on post-settlement activities (fixed rate expiries, retention opportunities)
Qualifications:
Experience as a Mortgage Broker Assistant, ideally in the Australian lending industry
Familiarity with the end-to-end loan process, including post-settlement tasks
Proficient in using mortgage platforms such as BrokerEngine (preferred), Infinity, Mercury, or similar
Strong organizational skills and high attention to detail
Clear and professional communication in English, both written and spoken
Able to manage multiple tasks with minimal supervision
A team player who values accuracy, accountability, and excellent client service
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Company-provided full set-up for desktop/laptop with a back-up internet
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
Boomering
Work Set-up: Work from Home/Work from Office
Schedule: Monday - Friday, 7:00 am - 4:00 pm PH Time
Salary: Php 60,000.00Job Description for Mortgage Broker Assistant (with Post-Settlement Experience)We're looking for a detail-oriented and proactive Mortgage Broker Assistant to support an Australian mortgage brokerage. This role covers the full mortgage process, from preparing applications to assisting clients after settlement.
If you've worked on both sides of the loan process and understand how to keep things moving smoothly, we'd love to hear from you!Responsibilities:
Client & Broker Support
Serve as a reliable point of contact for clients, providing updates and answering basic inquiries
Assist brokers with scheduling, email management, and follow-up communication
Help clients gather and complete loan application requirements
Application Preparation
Prepare and package mortgage applications, ensuring accuracy and lender compliance
Enter client data into CRM and loan processing systems (Broker Engine is preferred but similar platforms i.e., Mercury, Infinity is acceptable)
Order supporting documents such as credit reports, valuations, or verification forms
Track application status and ensure brokers are updated at every stage
Post-Settlement Support
Provide ongoing support to clients after loan settlement
Send Loan Repayment Summaries and manage annual review processes
Organize fixed-rate rollovers, loan variations, and pricing requests
Liaise with clients and lenders for discharge requests, switches, or refinance inquiries
Administrative & Documentation Tasks
Maintain digital files, ensure accurate recordkeeping, and update client CRM profiles
Follow up on outstanding documentation and lender conditions
Prepare monthly reports on post-settlement activities (fixed rate expiries, retention opportunities)
Qualifications:
Experience as a Mortgage Broker Assistant, ideally in the Australian lending industry
Familiarity with the end-to-end loan process, including post-settlement tasks
Proficient in using mortgage platforms such as BrokerEngine (preferred), Infinity, Mercury, or similar
Strong organizational skills and high attention to detail
Clear and professional communication in English, both written and spoken
Able to manage multiple tasks with minimal supervision
A team player who values accuracy, accountability, and excellent client service
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Company-provided full set-up for desktop/laptop with a back-up internet
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
Boomering
Other Info
Angeles City, Pampanga
₱60,000 per month
Permanent
Full-time
₱60,000 per month
Permanent
Full-time
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Boomering
About the company
Mortgage Broker Assistant / Credit Assistant
Acquire Intelligence
MetroManila, Quezon, Quezon, ManilaAgreement
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