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TYPE OF WORK
Full Time
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SALARY
35000 PHP
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HOURS PER WEEK
40
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DATE UPDATED
Dec 17, 2025
Virtual Assistant – Australian Mortgage Broking Experience (Philippines-Based)
About the Role
We are seeking an experienced Virtual Assistant (VA) based in the Philippines with a minimum of 2 years’ experience supporting Australian mortgage brokers.
You’ll play a key role in managing purchase and refinance applications, communicating directly with clients, and researching and solving complex credit scenarios. You’ll work alongside an experienced independent broker who values initiative, accuracy, and proactive client service.
This role is ideal for someone confident in client communication, organised with deadlines, and comfortable handling multiple loan files from submission through to settlement. Any sales support experience will be highly regarded.
Key Responsibilities
Manage end-to-end loan processing for purchase, refinance, and top-up applications
Communicate directly with clients to provide updates, explain milestones, and request documents
Research complex credit scenarios using lender policies, servicing tools, and aggregator resources
Liaise with lenders, solicitors, and aggregators to track progress and resolve outstanding issues
Prepare serviceability calculators, compliance forms, and ensure all required documentation is complete
Maintain up-to-date records in Mercury Connective, Quickli, and BrokerEngine
Assist with onboarding, pre-submission checks, and settlement follow-ups
Provide sales administration support, including lead re-engagement and nurture activities
Ensure compliance standards and deadlines are consistently met
Required Skills & Experience
Minimum 2 years of experience with an Australian mortgage broker or aggregator
Strong knowledge of purchase, refinance, and investment lending processes
Proficient in Mercury Connective, Quickli, and ideally BrokerEngine
Sound understanding of credit policy, loan structures, and compliance (BID, NCCP)
Experience researching credit scenarios and liaising with lenders
Excellent written and spoken English for clear, client-facing communication
Highly organised, detail-oriented, and able to manage multiple deadlines
Bonus Skills (Preferred)
Previous experience in sales support or client success roles
Familiarity with ApplyOnline, LoanApp, or NextGen portals
Exposure to SMSF, reverse mortgages, or complex lending
Basic knowledge of marketing CRM automation
Working Hours & Setup
Full-time role based in the Philippines
• Monday to Friday, 10 AM – 7 PM Sydney time / 7 AM – 4 PM Philippine time
• Daily task check-ins via Slack and weekly catch-ups via Zoom
Compensation & Benefits
Competitive monthly salary (in PHP) based on experience
Performance-based bonuses and annual reviews
Paid Philippine public holidays and 13th-month pay.
Long-term, stable role with training and growth opportunities
How to Apply
Please send:
• Your CV
• A 1–2 minute loom video introducing yourself and summarising your experience
• A list of CRMs, lender systems, and aggregator tools you’ve worked with
Only applicants with Australian mortgage processing experience will be considered.
