Job Title: Mortgage Broker Assistant / Loan Processor
Location: Remote (Philippines)
Type: Full-Time
Working Hours: Monday to Friday, 7:00 AM to 4:00 PM PH Time
Compensation: To be discussed during the interview
Direct Hiring Only – This position is with DreamQi Financial directly, not through an agency or third-party recruiter.
About DreamQi Financial
DreamQi Financial is a leading Australian mortgage firm that is committed to providing expert financial solutions. We are currently seeking an experienced, detail-oriented Mortgage Broker Assistant / Loan Processor to join our dynamic team in a full-time remote role. If you're passionate about helping clients achieve their homeownership dreams and have hands-on experience in the Australian mortgage industry, this is the perfect opportunity for you!
What You'll Do
As a Mortgage Broker Assistant / Loan Processor, you will play a key role in managing loan applications, from pre-assessment through to formal approval and settlement. Working closely with brokers and internal teams, you'll ensure applications are accurately submitted, efficiently processed, and clearly communicated to all stakeholders.
Key Responsibilities
Loan Processing & File Management
- Review and verify client income documents, bank statements, credit reports, and supporting documents.
- Accurately submit loan applications and track them to formal approval and settlement.
- Complete servicing calculators and assist with product comparisons.
- Assess living expenses, structure funding positions, and calculate borrowing capacity.
- Order and follow up on valuations, pricing requests, and lender requirements.
- Prepare detailed broker notes and maintain accurate loan records.
- Respond to lender requests and outstanding conditions, including minor Mortgage Information Requests.
- Manage loan files from pre-assessment to settlement with exceptional attention to detail.
Client & Stakeholder Communication
- Liaise with clients to collect missing documents and clarify information.
- Communicate with lenders, solicitors, valuers, and other stakeholders to ensure applications progress smoothly.
- Provide timely updates to brokers and clients regarding the status of loan applications.
- Maintain clear, professional, and proactive communication throughout the loan process.
Administrative Support
- Track application milestones, deadlines, and follow-up items to ensure smooth progress.
- Update CRM systems, internal trackers, and client records to reflect the current status.
- Manage broker emails and general loan-related correspondence.
- Assist with pipeline reporting, summaries, and internal updates.
- Provide administrative support to brokers and the wider team, and assist with social media support when required.
What We're Looking For
Essential Experience
- Minimum 2 years of experience in Australian mortgage broking, loan processing, or lender support.
- Strong understanding of Australian mortgage products, lender requirements, and loan structures.
- Proven experience managing files from submission through to approval and settlement.
- Comfortable communicating with lenders, clients, valuers, and solicitors.
Systems Experience (Highly Preferred)
- Hands-on experience with one or more of the following is highly preferred:
- MyCRM
- ApplyOnline
- Mercury
- Infynity
- Quickli
Skills & Attributes
- High attention to detail and strong accuracy.
- Excellent time management skills and the ability to manage multiple files at once.
- Exceptional written and verbal communication skills in English.
- Ability to work independently in a remote environment with minimal supervision.
- Professional, reliable, and proactive approach to work.
- Strong problem-solving skills and the ability to follow through on tasks and deadlines.
Why Work With Us
- Fully Remote Role: Enjoy the flexibility of working from home while collaborating with a global team.
- Stable Long-Term Opportunity: Join a growing Australian business with plenty of room for career growth and development.
- Supportive Team Environment: Work closely with experienced professionals in the Australian mortgage industry.
- Direct Working Relationship: Build a direct connection with DreamQi Financial's leadership team.
- Opportunities for Growth: Access career development opportunities in an expanding business.
Ready to Join DreamQi Financial
If you have the required experience and a passion for helping clients, we'd love to hear from you! Apply now and take the next step in your career with DreamQi Financial.
