MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR

Position: MORTGAGE BROKER ASSISTANT / LOAN PROCESSOR

Salary range: up to $1,900 New Zealand Dollar (around ₱66,000 PHP+), 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

COMPANY OVERVIEW

We are a specialised wet-area installation partner for residential builders in New Zealand. Our central Tiling Hub coordinates jobs, materials, and schedules, allowing installers to focus on quality installation while our team ensures projects run smoothly.

We pride ourselves on a structured, reliable platform that keeps builders, installers, and staff organised and projects on track.

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

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)