Customer Care Specialist (AU Mortgage Broker Admin) - 158

D2B

Philippines Remote permanent

Posted: April 9, 2026

Quick Summary

Conduct annual reviews of existing client home loans, gather updated loan information via lender portals and internal systems, request property valuations and updated pricing and prepare clear client communications outlining updated loan position, updated rates/pricing, and potential savings where applicable.

Job Description

Job Title: Customer Care Specialist (Broker Admin Support)

Salary: up to 1,500 AUD per month

Working Schedule: Monday to Friday, 9:00 AM to 6:00 PM AEST

Role Overview:

Client Portfolio & Annual Reviews

• Conduct annual reviews of existing client home loans
• Gather updated loan information via lender portals and internal systems
• Request property valuations and updated pricing from lenders
• Prepare and send clear client communications outlining current loan position, updated rates/pricing, and potential savings where applicable
• Maintain accurate and up-to-date client records in the CRM and internal systems
• Track and follow up outstanding client reviews to ensure timely completion
• Identify and escalate potential refinance or loan restructuring opportunities to the broker team

Social Media Support (Light Responsibility)

• Schedule and publish pre-prepared content using Canva templates
• Ensure all content is consistent with Mortgage Innovations' brand guidelines

Requirements:
• 2+ years of experience in mortgage broking support or client services
• Proficiency with CRMs, lender portals, and Google Workspace
• Working knowledge of residential home loan processes
• Excellent verbal and written communication skills
• High attention to detail, particularly when handling financial data and client records
• Experience with social media scheduling tools preferred, but not required

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