Mortgage Broker Assistant - 060
full-time•Manila•PHP 70k - PHP 90k
About this role
Position: MORTGAGE BROKER ASSISTANT
Salary range: PHP 70,000 – PHP 90,000 (The final amount will be at the the client discretion basing on the candidate’s skills and experience.)
Working Hours: Mondays to Fridays, 7:00am to 4:00pm Philippine Time
Work set-up: 100% Remote work
Holidays: New Zealand Holidays
ABOUT THE COMPANY:
We are a mortgage broking practice helping clients in NZ and AU achieve their home loan goals with professional, compliant, and client-focused service.
ROLE SUMMARY:
Support mortgage operations with CRM management, document checks, refix/retention tasks, and client liaison—ideal for a detail-oriented, proactive candidate with mortgage or banking admin experience.
RESPONSIBILITIES
1. Refix & Retention Administration
- Monitor upcoming refix/rollover dates in Trail CRM.
- Run refix reports and prepare client lists on a set cadence (e.g., daily/weekly).
- Send refix communication templates to clients (email/SMS as agreed with management).
- Follow up with clients who have not responded and update Trail accordingly.
- Prepare refix instructions/summary for review where required.
2. Compliance & CRM Management (Trail)
- Manage the full 6‑step client engagement/compliance workflow in Trail.
- Ensure all advice, documents, and client communications are correctly uploaded and tagged.
- Complete post‑settlement compliance steps so files are “audit ready.”
- Maintain accurate and up‑to‑date client records, notes, and status fields.
3. Document Collection & Quality Checks
- Send tailored document checklists to new and existing clients.
- Track document receipt and follow up with clients for missing or outdated items.
- Check documents for completeness, consistency, and basic validity (e.g., ID, income docs, bank statements).
- Flag any issues or discrepancies to management promptly.
4. Application Preparation Support (Current or Future Scope)
- Pre-fill and draft loan applications in Trail/aggregator systems for review.
- Enter key client data accurately into application templates.
- Prepare supporting document packs in lender-ready format.
5. Handover/Settlement
- Prepare Mortgage Recommendation/Compliance documents for client review and signing.
- Prepare and submit bank Handover/Settlement documents for upcoming settlements.
- Ensure clients and banks are prepared for settlement.
6. Bank / BDM / Third‑Party Liaison (As Approved)
- Submit standard follow-ups to banks/BDMs on application progress.
- Track lender SLAs, conditions, and outstanding items, and update management.
- Book valuations or other third-party services where appropriate.
7. General Admin & Business Support
- Maintain basic pipeline/settlement tracking reports.
- Assist with simple database clean-up and re-engagement tasks (e.g., following up old quotes or inactive leads using templates).
- Prepare simple email templates and client communication drafts for approval.
- Follow up with clients post-settlement for check-ins and Google Reviews.
Required Skills & Experience:
- Mortgage broking / banking admin experience (NZ or AU) – ideally 1–2+ years supporting mortgage brokers or similar.
- CRM experience – Trail experience strongly preferred; other broker CRM experience (e.g., Salestrekker, MyCRM, Mercury, etc.) acceptable with willingness to learn Trail quickly.
- Strong understanding of the end-to-end home loan process (from initial enquiry through to post-settlement and refixes).
- Demonstrated experience with:
- Document collection and verification
- Basic servicing and policy concepts (even at a support level)
- Working with aggregators and lender portals
Soft Skills & Working Style
- Detail-oriented and process-driven; comfortable following checklists and SOPs.
- Proactive in following up tasks, refixes, and outstanding documents without constant prompting.
- Strong written and spoken English; confident communicating with clients and lenders (within agreed boundaries).
- Comfortable working remotely and collaborating via email, chat, and video.
- Able to take feedback, document new processes, and gradually take on more responsibility.
- Reliable, discreet, and respectful of confidentiality and compliance obligations.
Technical Requirements
- Reliable computer and high-speed internet connection suitable for video calls.
- Ability to work within NZ business hours for at least part of the day.
- Comfortable using:
- Trail CRM (or willingness/aptitude to learn quickly)
- Email & calendar tools
- Cloud storage (e.g., Google Drive, OneDrive)
- Basic spreadsheets (Google Sheets/Excel)
Nice-to-Have
- Prior experience with Kiwi Adviser Network (KAN) / NZ aggregators.
- Experience writing or drafting mortgage applications in NZ or AU.
- Experience handling refix/retention programs at scale.
What you'll do
- The Mortgage Broker Assistant will support mortgage operations through CRM management, document checks, and client liaison. Responsibilities include monitoring refix dates, managing compliance workflows, and preparing application documents.
About D2B
NZAB works with agri businesses to help them understand and articulate their strategy, financial performance and risk factors to their bank in a way that enhances the outcomes. These outcomes include access to capital, terms, conditions and price.
Banking is evolving, and the businesses they support have become more complex. Our typical client is one that understands these complexities and recognises the value of specialist advice to ensure that they can drive their business forward. NZAB gives them the confidence to do so, knowing that they have had independent oversight into their businesses by a team of banking experts.
We build enduring relationships with our clients, and become part of their advisory team, ensuring that the business continues to get the specialist advice it requires. Banks have confidence in our approach, and regularly advocate for our involvement.
We’re brokering better banking outcomes for both our clients and their bank.
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Frequently Asked Questions
What does D2B pay for a Mortgage Broker Assistant - 060?
D2B offers a competitive compensation package for the Mortgage Broker Assistant - 060 role. The salary range is PHP 70k - 90k per year. Apply through Clera to learn more about the full compensation details.
What does a Mortgage Broker Assistant - 060 do at D2B?
As a Mortgage Broker Assistant - 060 at D2B, you will: the Mortgage Broker Assistant will support mortgage operations through CRM management, document checks, and client liaison. Responsibilities include monitoring refix dates, managing compliance workflows, and preparing application documents..
Is the Mortgage Broker Assistant - 060 position at D2B remote?
The Mortgage Broker Assistant - 060 position at D2B is based in Manila, Metro Manila, Philippines. Contact the company through Clera for specific work arrangement details.
How do I apply for the Mortgage Broker Assistant - 060 position at D2B?
You can apply for the Mortgage Broker Assistant - 060 position at D2Bdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.