Mortgage Broker Assistant

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

📋 Description

• Maintain accurate and up-to-date client and loan information within Connective Mercury.

• Oversee the loan pipeline, ensuring that all applications progress in a timely manner.

• Follow up on necessary documentation and confirm everything is complete prior to submission.

• Prepare and structure loan applications in accordance with lender specifications.

• Collaborate with lenders and other stakeholders to provide updates and conduct follow-ups.

• Manage post-settlement responsibilities, including scheduling client check-ins, 6- and 12-month reviews, and rate assessments.

• Identify delays or issues early on and take proactive measures to keep transactions on schedule.

• Assist in enhancing processes and workflows, particularly within Mercury.

• Contribute to organizing backend operations to increase efficiency.

• Offer general administrative support to ensure daily operations run seamlessly.

⛳️ Requirements

• Demonstrated experience in the Australian mortgage broking sector.

• Strong sense of ownership with the capability to work autonomously.

• Highly organized with exceptional attention to detail.

• Proactive and focused on processes, with the ability to identify inefficiencies and enhance workflows.

• Comfortable operating in a developing business where systems are still being established.

• Practical experience with Connective Mercury CRM (significant advantage).

🏝️ Benefits

• Opportunity to work in a dynamic and supportive environment.

• Professional development and growth opportunities.

• Competitive compensation and benefits packages.