Mortgage Broker Operations Assistant
Mortgage Broker Operations Assistant
Mactan, Lapu-Lapu City, Cebu (In-Office Position)
North American Business Hours (Canada / US)
To be determined
Full-Time · Company-Provided Equipment
About the Role
We are seeking a highly organized and proactive Mortgage Broker Operations Assistant to support Canadian mortgage brokers with administrative operations, client communication, and workflow management.
This is an in-person position based in our new office in Mactan, Lapu-Lapu City. You will work in a professional office environment alongside a growing operations team supporting financial professionals in Canada.
Your role will help ensure mortgage applications move smoothly through the pipeline by assisting with documentation, CRM updates, client follow-ups, and operational tasks.
Work Environment
Office-based role in Mactan, Lapu-Lapu City
Modern professional workspace
Company-provided desktop & equipment
Secure environment for financial documents
Collaborative team atmosphere
Key Responsibilities
Mortgage File & Document Management
Request and collect required documents from clients
Organize mortgage application files
Prepare files for broker review before lender submission
Track missing documents and follow up with clients
Ensure documentation is organized and compliant
CRM & Pipeline Management
Maintain accurate records in CRM systems
Update deal stages and pipeline progress
Track mortgage applications from submission through approval
Maintain detailed client records and follow-up reminders
Client Communication
Send document requests to clients
Follow up on missing paperwork
Confirm appointments and meetings
Provide updates to clients as directed by the broker
Administrative & Operational Support
Manage broker email inboxes
Schedule meetings and calls
Maintain organized digital file systems
Assist with day-to-day operational tasks
Marketing & Content Support
Create simple social media graphics using Canva
Schedule social media posts
Assist with basic video editing for short-form content
Organize marketing materials and templates
Qualifications
Required
•Excellent written and spoken English
•Strong organizational and time management skills
•High attention to detail
•Ability to manage multiple tasks and priorities
•Professional communication skills
Preferred
•Experience supporting mortgage brokers or financial services
•Administrative or operations experience
•Familiarity with CRM platforms (HubSpot, Salesforce, etc.)
•Canva or social media content experience
•Experience working in BPO or operations teams
What We Offer
Competitive salary
Health insurance (HMO)
Stable full-time employment
Modern Mactan office
Company-provided equipment
Career growth opportunities
Why Join Us
We are building a specialized operations team that supports mortgage professionals in Canada. Our assistants play a critical role in helping brokers stay organized, responsive, and efficient.
If you are detail-oriented, organized, and looking to build a long-term career in operations support, we would love to hear from you.
Ready to Apply?
Send your resume and a brief introduction to:
We look forward to hearing from you!
