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Mortgage Broker Assistant - 104 at D2B. Position:. . MORTGAGE BROKER ASSISTANT. Salary rang. e: up to 1,700 NZD/month (The final amount will be at the the client discretion basing on the candidate’s skills and experience.). Working Hours:. Mondays to Fridays 10am-7pm AEST. Work set-up:. 100% Remote work. Holidays. : AU Holidays. Key Responsibilities & Tasks. Specialized Loan Processing:. Manage end-to-end residential refinance applications specifically for clients with "bad credit" or complex financial histories.. Phased Document Collection:. Implement a step-by-step document collection process to avoid overwhelming clients (e.g., initial requests limited to payslips, home loan statements, and ID before moving to full compliance).. Deep Financial Analysis:. Review bank statements with a "fine-tooth comb" to identify red flags, undisclosed debts, or payday lenders not appearing on standard credit reports.. Credit Report Evaluation:. Order and analyze credit reports (Equifax) to identify defaults, late payments, and existing liabilities.. Servicing & Solutions:. Perform rough servicing and capacity calculations to ensure the proposed refinance significantly reduces the client's monthly repayments (targeting reductions between $500 and $5,000).. Compliance Management:. Prepare and send compliance packs, including privacy and credit consents, for digital signature.. Application Monitoring:. Track file status via internal CRM and spreadsheets, ensuring consistent follow-up with clients every two days regarding outstanding documents.. Lender Liaison:. Monitor applications through lender portals and manage "Requests for Information" (RFIs) to secure formal approval and settlement.. Process Optimization:. Proactively update internal knowledge sheets and trackers to stay current on evolving lender policies.. Administrative Support:. Assist with minor marketing tasks, such as updating social media graphics or templates using basic design tools.. Workflow & Culture. Volume:. Handling approximately . 5–10 active applications. at various stages simultaneously.. Collaboration:. Frequent internal video check-ins to discuss complex files that cannot be resolved via email or chat.. Pace:. While the internal process is efficient, the interaction with the client is intentionally "slow-paced" to ensure they feel supported and not pressured.. Required Qualifications & Skills. Experience:. Proven experience in Australian mortgage broking support and loan processing.. Analytical Skills:. Strong ability to interpret complex credit files and conduct thorough bank statement audits.. Software Proficiency:. Experience with mortgage CRM systems, Google Workspace, and Canva.. AI Integration:. Openness to integrating AI tools into daily workflows to increase efficiency.. Communication:. High English proficiency for email correspondence and regular internal video consultations.. Temperament:. High level of empathy for vulnerable clients and the ability to remain calm in a detail-oriented environment.. Company Location: Philippines.