We’re Hiring: Senior Mortgage Broker Support!

Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!

We are currently on the lookout for a Senior Mortgage Broker Support to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!

Role: Senior Mortgage Broker Support

Work Arrangement: Work From Home

Location: Any CS Branch - Angeles, Mabalacat, Makati, Ortigas, Davao, Cebu

Schedule: Morning Shift

Job Description:

We’re seeking an experienced Senior Mortgage Broker Support Officer based in the Philippines to work closely with our broker and provide end-to-end loan processing and credit support. You’ll be deeply involved in the structuring and packaging of loan applications, including research, servicing, compliance, and tracking across all types of lending.

You’ll attend client meetings via video (for internal follow-up), maintain CRM accuracy, and ensure every file meets our high standard before submission. You will not be client-facing, but you will be instrumental to the client experience.

This is a long-term opportunity with the potential to step into a leadership role, supporting and mentoring junior virtual assistants as the team expands.

Key Responsibilities:

• Prepare and structure residential, commercial, and SMSF loan applications
• Conduct borrowing capacity and servicing assessments
• Research lender policies and manage pre-assessments and pricing requests
• Submit applications via ApplyOnline, Quickli, and Finsure Infinity
• Track file progress, follow up with lenders, and coordinate settlement
• Maintain accurate CRM records in Pipedrive
• Ensure full compliance with NCCP and responsible lending regulations
• Join client meetings (via Zoom) to take internal notes and flag follow-up items
• Contribute to the continuous improvement of workflows and processes
• Support onboarding and oversight of junior admin staff as the team grows

Qualification and requirements:

• 3–5+ years’ experience in mortgage broking support or lending
• Strong knowledge across residential, commercial, and SMSF lending
• Ability to manage at least four complete loan applications per week
• Familiar with ApplyOnline, Quickli, Finsure Infinity, Pipedrive
• Excellent organisation, accuracy, and ability to work autonomously
• Confident in NCCP compliance and documentation standards
• Professional communication and fluent written English
• Stable internet, suitable home office, and strong commitment to the role

Non-negotiable skills & requirements:

• 3–5+ years’ experience in mortgage broking support or lending
• Strong knowledge across residential, commercial, and SMSF lending
• Ability to manage at least four complete loan applications per week
• Familiar with ApplyOnline, Quickli, Finsure Infinity, Pipedrive
• Confident in NCCP compliance and documentation standards