Mortgage Broker Assistant – Australian Mortgage

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

📋 Description

• Client Onboarding: Dispatch fact find and document requests.

• Document Collection: Pursue and verify all necessary documents.

• CRM Management: Oversee Broker Engine records and pipeline.

• Application Prep: Execute data entry and submission notes.

• Client Communication: Offer updates and conduct follow-ups.

• Submission: Submit deals to lenders.

• Lender Management: Handle follow-ups and manage conditions.

• Settlement: Coordinate files to ensure completion.

• Pricing & Valuations: Process pricing requests and order valuations.

• Dropbox & Files: Organize and manage Dropbox and documents.

⛳️ Requirements

• Proficient in Broker Engine — preferred; utilized daily for CRM, pipeline management, and AOL lodgement.

• High standard of AOL proficiency — must independently lodge and manage applications without broker supervision.

• Familiarity with NMB aggregator compliance software is advantageous (niche system, rare but appreciated).

• Credit awareness without being a credit analyst — capable of identifying red flags such as missing YTD figures on payslips, outdated bank statements, or other document discrepancies.

• Highly organized with a sense of ownership over the pipeline — keeps all files advancing through stages proactively without prompting.

• Ability to lodge 1–2 applications daily (CRM and AOL) while concurrently managing all work-in-progress files.

• Excellent communication skills — interacts with bank assessors for MIRs, follows up with clients for documents, provides status updates, and collaborates with conveyancers on settlement matters.

• Proactive problem-solver — anticipates issues and takes action to ensure deals continue to progress.

• Attention to detail — broker should not need to review work before submission.

• Strong time management skills — capable of juggling and prioritizing multiple files simultaneously.

• Process-driven approach to managing files.

• Personable and client-focused — comfortable interacting with clients and bank representatives.

• Experience working independently with minimal oversight.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and training.

• Supportive team environment with a focus on collaboration.

• Flexible working hours to promote work-life balance.

• Access to industry-leading tools and technologies.