Mortgage Broker Assistant / Loan Packager (CG) - 057
full-time•Manila•PHP 70k - PHP 80k
About this role
Position: Mortgage Broker Assistant / Loan Packager (Australia Market)
Salary: PHP 70,000 - PHP 80,000
Working Hours & Conditions: Mondays to Fridays; 9:00AM to 6:00PM AEST
Holidays: Australian Holidays
OVERVIEW:
The company is seeking for an experienced Mortgage Broker Assistant / Loan Packager who will work closely with an experienced mortgage broker, managing loan applications from start to finish.
This is a client-facing and hands-on role, ideal for someone with strong banking or finance experience who thrives in a fast-paced environment and enjoys supporting both clients and brokers through the loan process.
RESPONSIBILITIES:
- Manage loan files independently from application through to settlement.
- Prepare accurate, compliant, and well-documented loan applications for various lending products including home loans, equipment finance, and personal loans.
- Conduct servicing, pricing, and valuation assessments to ensure client eligibility and competitiveness.
- Perform credit checks, extract income data, and prepare detailed loan proposals.
- Liaise with clients, lenders, and banks via email to track progress and address queries promptly.
- Stay up to date with lender policies, credit guidelines, and industry trends.
- Contribute to the client retention process by maintaining a high level of service quality and follow-through.
- (Nice to have) Conduct credit analysis to evaluate risk and strengthen loan recommendations.
- Identify opportunities for process improvements and assist in driving operational efficiency.
QUALIFICATIONS:
- Experience: 2-5+ years of experience in banking, mortgage broking, or loan processing (Australian market experience preferred).
- Technical Skills: Familiarity with broker systems and loan platforms (e.g., ApplyOnline, Mercury, Podium)
- Strong working knowledge of loan packaging, servicing, and credit checks.
- Experience across multiple lending products (home, equipment, asset, or personal loans).
- Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation.
MINDSET AND ATTRIBUTES:
- Highly organized, results-focused, and capable of managing multiple loan files simultaneously.
- Demonstrates initiative, accountability, and a proactive approach to resolving issues.
- Team player with a positive, professional attitude.
PREFERRED SKILLS (nice to have):
- Experience with Australian lenders and mortgage products (preferred).
- Tech-savvy with familiarity in loan CRMs, calculators, and digital document
Why You’ll Love This Role
- Impact & Variety: Handle a diverse range of loans — residential, commercial, car, and equipment finance — supporting local families and businesses across Australia.
- Flexibility: Work remotely from the Philippines with a results-driven culture that values output over hours.
- Career Growth: Learn directly from senior brokers and gain exposure to complex loan scenarios — a great pathway toward becoming a broker yourself.
What you'll do
- Manage loan files independently from application through to settlement and prepare accurate loan applications for various lending products. Liaise with clients, lenders, and banks to track progress and address queries promptly.
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.
Ready to join D2B?
Take the next step in your career journey
Frequently Asked Questions
What does D2B pay for a Mortgage Broker Assistant / Loan Packager (CG) - 057?
D2B offers a competitive compensation package for the Mortgage Broker Assistant / Loan Packager (CG) - 057 role. The salary range is PHP 70k - 80k per year. Apply through Clera to learn more about the full compensation details.
What does a Mortgage Broker Assistant / Loan Packager (CG) - 057 do at D2B?
As a Mortgage Broker Assistant / Loan Packager (CG) - 057 at D2B, you will: manage loan files independently from application through to settlement and prepare accurate loan applications for various lending products. Liaise with clients, lenders, and banks to track progress and address queries promptly..
Is the Mortgage Broker Assistant / Loan Packager (CG) - 057 position at D2B remote?
The Mortgage Broker Assistant / Loan Packager (CG) - 057 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 / Loan Packager (CG) - 057 position at D2B?
You can apply for the Mortgage Broker Assistant / Loan Packager (CG) - 057 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.