# Client Liaison Officer (Australian Mortgage) at D2B

- Company: D2B
- Location: Manila, Metro Manila, Philippines (remote)
- Places: Manila, Remote, Philippines
- Posted: 2026-06-09
- Apply: https://apply.workable.com/d2b-1/j/4BF2D5AFC8/
- Page: https://ye.saranatour.dev/jobs/client-liaison-officer-australian-mortgage-d2b-kn7che5gsard4b6x07ffck3dm58hc1pe

## The posting

Client Liaison Officer (Australian Mortgage)
D2B · Manila, Metro Manila, Philippines

Position: Client Liaison Officer

Salary: AU$1,700-AU$2,500/month

Work Schedule: 9:00AM - 6PM Philippine Time

**OVERVIEW:**

This role is responsible for managing the client journey from initial contact through to settlement. The focus is on delivering a smooth, well-supported experience by coordinating communication, collecting and validating documents, and ensuring files progress efficiently through the pipeline.

**RESPONSIBILITIES:**

**Client Contact & Appointment Booking**

- Contact inbound referrals using a structured approach
- Qualify at a high level and book meetings for brokers
- Act as the first point of contact and set clear expectations

**Document Collection & Onboarding**

- Guide clients through document requirements
- Collect and organise documents over a 5–7 day period
- Validate basic requirements (e.g. in-date payslips, completeness)
- Enter and maintain accurate client data in the CRM

**Pipeline & CRM Management**

- Maintain accurate and up-to-date CRM records
- Track file progress and follow up consistently
- Ensure no applications stall due to missing information

**Handover to Credit Analysts**

- Prepare complete and accurate files for submission
- Manage handover to the credit analyst team
- Support analysts with follow-ups and outstanding items

**Post-Approval & Settlement Support**

- Notify clients of approval and guide next steps
- Assist with final document collection
- Support clients through to settlement

**Requirements**

**QUALIFICATIONS:**

- 3-5 years experience in AU mortgage broking or loan processing
- Strong understanding of standard document requirements
- Experience using Mercury CRM (essential – applications without this will not be considered)
- Excellent communication skills (verbal and written)
- High attention to detail and organisation
- Ability to manage multiple files and follow up consistently
- Proficiency in Microsoft Office, Teams, and SharePoint

**Key Attributes**

- Strong customer service mindset
- Patient and persistent when working with clients
- Process-driven and detail-focused
- Takes ownership of tasks through to completion

**Reporting & Relationships**

- Reports to: Directors
- Works closely with: Mortgage Brokers and Credit Analysts
- External stakeholders: Clients, Lenders, Solicitors

**PREFERRED SKILLS/EXPERIENCE (nice to have):**

- Certificate IV in Finance and Mortgage Broking
- Experience in a broker support or client service role