# (CG) Mortgage Broker Assistant / Loan Processor - 314 at D2B

- Company: D2B
- Location: Manila, Metro Manila, Philippines (remote)
- Places: Manila, Remote, Philippines
- Posted: 2026-07-01
- Apply: https://apply.workable.com/d2b-1/j/DD8ED811CB/
- Page: https://ye.saranatour.dev/jobs/cg-mortgage-broker-assistant-loan-processor-314-d2b-kn7610ywken7fbs6b0cr6th9f98hd8va

## The posting

(CG) Mortgage Broker Assistant / Loan Processor - 314
D2B · Manila, Metro Manila, Philippines

**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

**Requirements**

### **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)