Client Liaison Officer (Mortgage Broking)

Location: Remote, Manila, Metro Manila, Philippines; working hours are 9:00 AM–6:00 PM Philippine Time.

Salary: AU$1,700–AU$2,500 per month.

Company

hirify.global operates a mortgage broking and loan processing function supporting clients, mortgage brokers, credit analysts, lenders, and solicitors.

What you will do

• Contact inbound referrals, qualify them at a high level, and book meetings for mortgage brokers.
• Act as the first point of contact and set clear expectations throughout the client journey.
• Guide clients through document requirements, collect and organise documents over 5–7 days, and validate completeness.
• Maintain accurate CRM records, enter client data, track file progress, and follow up on outstanding information.
• Prepare complete files for credit analyst submission and coordinate handovers with the analyst team.
• Notify clients of approvals, collect final documents, and support them through settlement.

Requirements

• 3–5 years of experience in Australian mortgage broking or loan processing.
• Strong understanding of standard mortgage document requirements.
• Experience using Mercury CRM is essential; applications without this experience will not be considered.
• Excellent verbal and written communication, attention to detail, organisation, and consistent follow-up skills.
• Ability to manage multiple files and take ownership of tasks through completion.
• Proficiency in Microsoft Office, Teams, and SharePoint.

Nice to have

• Certificate IV in Finance and Mortgage Broking.
• Experience in a broker support or client service role.

Culture & Benefits

• Remote work arrangement based in Manila, Philippines.
• Structured, process-driven work focused on client support and accurate file progression.
• Collaboration with mortgage brokers, credit analysts, directors, clients, lenders, and solicitors.