Offer summary

Qualifications:

Legally eligible to work in the Philippines., 2+ years of experience in a Mortgage Admin, Administrative, or Operations role., Strong fluency in verbal and written English., Proficiency with CRM Systems, Google Suite, Microsoft Office, and Trello..

Key responsabilities:

Prepare and send proposals and documentation for mortgage clients.

Manage and maintain CRM records, including client notes and follow-ups.

Assist with client onboarding processes and ensure compliance with NZ regulations.

Create and maintain Standard Operating Procedures (SOPs) for daily tasks.

Job description

⭐️ this is a full-time 100% work from home, Independent Contractor role for someone based in the Manila metro market. This role will work NZT (Auckland, NZ) hours ⭐️

The company: Our client is a New Zealand based mortgage brokerage helping Kiwis navigate key financial decisions—from buying a first home to refinancing or investing.

With a client-first, personalized approach, they offer tailored lending solutions through both banks and non-bank lenders, managing the process from start to finish to save clients time and money.

The role: We’re looking for a proactive, self-starting Mortgage Support Specialist to remotely support the daily operations of a growing New Zealand-based mortgage brokerage. In this role you’ll work closely with the team to streamline operations, develop processes, and ensure everything runs smoothly—even when nothing is written down yet.

You’ll be involved in a wide range of responsibilities, from helping to prepare mortgage proposals and maintaining CRM systems, to supporting client onboarding and helping build new internal systems from scratch.

This is a great opportunity for someone with prior experience in Australian or New Zealand mortgage broking, who enjoys working in a fast-moving, entrepreneurial environment and is confident in making things happen without waiting for step-by-step instructions.

In this role you will:

Operational Support & Administration

Prepare and send proposals and documentation for mortgage clients.
Manage and maintain CRM records, including client notes, documents, and follow-ups.
Support scheduling and client communication.

Process Building & SOP Development

Create and maintain clear Standard Operating Procedures (SOPs) for daily tasks.
Help organize a working calendar for recurring activities—daily, weekly, monthly, quarterly, annual.

Client & Compliance Support

Assist with client onboarding processes and compliance documentation.
Ensure mortgage files are complete and compliant with NZ regulations.

Inbox & Ad Hoc Tasks

Manage email communications and route key items to the right person.
Take on administrative and reporting tasks as needed.
Additional ad hoc tasks as needed.

About you:

Legally eligible to work in the Philippines.
Strong fluency in verbal and written English.
As an independent contractor, you must have your own laptop / computer and secure, high speed, secure internet access.
2+ years in a Mortgage Admin, Administrative, or Operations role (or similar) leading customer facing projects.
Experienced in AU/NZ mortgage broking or financial services.
Proficiency with CRM Systems Google Suite, Microsoft Office, Trello and CRM systems.
A self-starter who can work without documentation or a pre-built system.
Confident writing SOPs and building structure from scratch.
A strong communicator—both written and verbal—with a customer-first mindset.
Proactive, adaptable, and takes initiative without waiting for direction.