Assistant Mortgage Broker – Australian Mortgage

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Support brokers throughout the complete loan application processing cycle.

• Prepare and compile loan files for submission to lenders.

• Manage all supporting documentation, including identification, income verification, credit checks, and serviceability documents.

• Conduct initial file assessments to ensure completeness and adherence to compliance standards.

• Communicate with lenders regarding updates, requests for additional documents, and status tracking.

• Monitor loan progress from application submission to settlement.

• Assist with pricing and valuations.

• Maintain and regularly update broker CRM systems.

• Utilize aggregator platforms such as ApplyOnline or their equivalent systems.

• Ensure precise data entry and meticulous record keeping.

• Track the loan pipeline and provide updates on status reports.

• Communicate professionally with brokers, lenders, solicitors, and other stakeholders via phone and email.

• Provide brokers with consistent file updates.

• Ensure that files comply with aggregator and lender standards.

• Maintain the integrity of documents and manage version control.

• Adhere to company-specific processes and regulatory guidelines.

• Prepare and organize loan files effectively.

• Assist brokers with various administrative tasks as needed.

• Help with documentation and archiving after settlement.

⛳️ Requirements

• Minimum of 2 years’ experience in mortgage broking support or loan processing.

• Familiarity with Australian mortgage documentation and workflows.

• Understanding of aggregator systems.

• Practical experience in loan writing support or a role as a mortgage assistant.

• Proficient in using mortgage CRM systems.

• Experience with aggregator platforms.

• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.

• Strong skills in document management.

• Ability to work effectively with cloud-based tools.

• Exceptional attention to detail.

• Strong written and verbal communication skills in English.

• Capability to follow established processes.

• Self-managed and disciplined, especially in a remote work environment.

• Proactive in problem-solving.

🏝️ Benefits

• Opportunity for remote work.

• Full-time schedule that aligns with Australian working hours.

• Paid Australian public holidays.