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D2B via Workable

Mortgage Broker Support / Loan Processor (Mercury & AOL) - Remote

Level not stated Philippines
still open verified 13h ago posted 61d ago checked 1h ago
Apply at apply.workable.com

This is the employer's own posting, not a copy on a job board.

What we know

Is it still open?

Confirmed still open

Last checked 13h ago — checked against the employer's own applicant tracking system, which is the company answering directly.

We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.

Check this listing's status as JSON

How old is it?

Posted 61d ago

The date the source published, not the day we noticed it (2026-07-16). Last seen at its source 1h ago.

Is it remote?

Marked remote on the employer's board

Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.

Who may apply?

Philippines

The description states no restriction of its own. This is the source's own tag.

Pay not stated

Similar roles pay $1,200–1,400/mo

Middle 50% of 9 listings that do state pay — Customer · all levels · Philippines · USD/month. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.

Skills named in the ad

CRMEscalation ManagementExcel

Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.

Carried by 1 source

The listing

Position : Mortgage Broker Support/Loan Processor
Salary : $1,200 - $2,000 AUD / month
Working Hours & Conditions : Australian Business Hours

ABOUT THE COMPANY: 

The client is a premier, fast-growing boutique mortgage brokerage based in Canberra, Australia.

Founded and led by an industry expert with over 15 years of financial services experience (including a decade-long career with a major "Big Four" Australian bank)—the company was established to provide a more personalized, transparent, and supportive lending experience. 

OVERVIEW:

We are looking for an ultra-organized and detail-driven Mortgage Administration Support Specialist to serve as the operational engine room for a busy Australian mortgage brokerage.

In this role, you will be the ultimate gatekeeper of data integrity, compliance, and process flow. You will manage the backend lifecycle of loan applications from initial file setup in Connective Mercury, through document auditing and validation, to packaging and preparing submissions in ApplyOnline (AOL).

RESPONSIBILITIES:

Client File Management  

  • Create and maintain client files (opportunities and contacts) in CRM  
  • Enter solicitor/conveyancer details in CRM  
  • Approve and rename documents  
  • Record detailed file notes  
  • Update application statuses  
  • Ensure files are complete before progressing 

Document Collection & Review  

  • Check documents have been received  
  • Review documents for completeness  
  • Check identification documents meet lender requirements (additional ID requirements for Scheme Loans)  
  • Enter Drivers Licence details in CRM 
  • Check information entered by clients in the Client Portal matches details on Drivers Licence (full names entered in CRM, date of birth is correct)  
  • Update account balances and liabilities based on the statements received  
  • Follow up missing documentation  
  • Note outstanding documents in the CRM, so that updated documents can be requested   
  • Review statements for undisclosed liabilities or re-occuring expenses  

Loan Processing Support  

  • Enter client information into CRM and lender systems ,mercury and AOL.  
  • Prepare loan application data in CRM for broker review  
  • Assist with preparing loan submissions in Apply Online for broker approval and lodgement  
  • Upload supporting documents to the lodgement portal (AOL)  
  • Complete compliance in CRM based on Appointment notes  
  • Complete lender checklists  
  • Order valuations  
  • Upload valuation reports to CRM  
  • Pricing requests & escalations  

Application Tracking  

  • Monitor application progress  
  • Track lender turnaround times  
  • Follow up outstanding lender requirements  
  • Monitor outstanding conditions  
  • Update brokers on application progress 

Settlement Support  

  • Monitor settlement dates  
  • Assist with settlement bookings  
  • Follow up outstanding settlement documents  
  • Confirm required documents have been returned  
  • Update CRM following settlement  
  • Review loan offers to ensure they have been completed with no errors 

General Administration  

  • Assist with general administrative tasks as directed.  
  • Monitor shared inboxes.   
  • Help create marketing materials through CANVA.  
  • Request signatures and merge documents through Adobe

Requirements

  • Previous experience supporting an Australian mortgage broker 
  • Strong understanding of Australian residential lending processes 
  • Excellent written and verbal English communication skills
  • High attention to detail (spotting undisclosed liabilities, auditing ID documents)
  • Ability to work independently and meet deadlines
  • Strong organisational and time management skills
  • Hands-on experience with Connective Mercury and ApplyOnline (AOL) is required
  • Proficiency with Microsoft Excel, Google Workspace, Adobe, and Canva

Benefits

Why Join Us?

You will partner directly with an incredibly supportive, highly organized industry leader. This is a collaborative, stable environment where your processing expertise will have a direct impact on the business's daily success. 

Apply at apply.workable.com