Mortgage Broker Assistant, myCRM Experience

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

📋 Description

• Comprehensive File Processing & Submission: Prepare, organize, and submit loan applications via ApplyOnline (AOL), ensuring accuracy and compliance prior to submission.

• Serviceability & Credit Evaluation: Conduct preliminary serviceability assessments using Quickli and individual lender servicing calculators; review lender policies to identify potential credit issues early on.

• Document Oversight & Quality Assurance: Distribute client welcome packs, gather and assess financial documentation for precision, and maintain well-organized, audit-ready client files.

• Pipeline & Condition Oversight: Track pipeline status, process pricing requests, arrange property valuations, and proactively address outstanding lender conditions to avoid delays.

• Stakeholder Engagement: Ensure clear and professional communication with clients, lenders, Business Development Managers (BDMs), conveyancers, and solicitors throughout the loan process.

• Settlement Coordination: Oversee pre-settlement and settlement logistics, confirming that all financial obligations are met for a seamless settlement day.

• Practice Administration & CRM Management: Oversee the Principal Broker’s calendar, appointments, and daily activities while ensuring the CRM is consistently updated.

⛳️ Requirements

• Experience in the Australian Market: At least 2+ years of direct experience as an offshore Mortgage Broker Assistant supporting Australian mortgage brokers.

• Proficiency in Software & Tools: Advanced, hands-on experience with myCRM, ApplyOnline (AOL), Quickli, lender servicing calculators, and prominent Australian lender portals.

• Knowledge of Credit & Policy: Strong grasp of Australian mortgage lending criteria, standard lender policies, compliance regulations, and required supporting documents.

• Communication Proficiency: Outstanding written and verbal English communication skills, with the ability to engage confidently with clients and external stakeholders.

• Detail & Process Focused: Excellent organizational abilities, meticulous attention to detail, and a proven ability to manage a high-volume pipeline while meeting deadlines.

🏝️ Benefits

• Competitive salary package with performance bonuses.

• Opportunity for professional development and career advancement.

• Supportive team environment with a focus on work-life balance.

• Access to the latest tools and technology in the mortgage industry.