I'm a Mortgage Broker Assistant with 2+ years of hands-on experience supporting an Australian mortgage broker, backed by a decade in banking with BDO Unibank, one of the Philippines' largest banks.
Since February 2024, I've managed the full loan lifecycle for my broker: preparing and lodging applications through lenders' AOL platforms, completing serviceability assessments, ordering valuations, gathering rate quotes and pricing, and preparing FHOG forms, discharge requests, and Statements of Comprehensive Account (SOCA). I liaise daily with clients, lenders, solicitors, and real estate agents to keep every file moving from application through to post-settlement care. I'm proficient in Infynity, myCRM, AOL, Salesforce, and Microsoft Office.
Before freelancing, I spent 10 years at BDO Unibank, progressing from Client Service Associate to Service Officer, experience that built strong attention to detail, sound judgment with confidential financial information, and a client-first approach.
Brokers I work with can expect someone reliable, thorough, and comfortable working Australian business hours. I don't just complete tasks, I take ownership of files so my broker can focus on writing more loans.
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