Mortgage Broker Support, AU

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

📋 Description

• Send timely and professional reminders to clients regarding outstanding information, documents, and lender requirements.

• Verify received documents against pending requirements and update client files accordingly.

• Keep clients updated on administrative next steps and escalate any delays or concerns to the broker.

• Prepare compliance notes and Best Interests Duty documentation in line with broker instructions.

• Conduct research, document discussions, compare products, and gather supporting information.

• Review compliance documents and disclosures, maintain organized records, and identify any missing or inconsistent information.

• Input client financial data into lender and aggregator serviceability calculators.

• Investigate lender policies, compare servicing outcomes, and document findings for broker review.

• Create, maintain, and update client records and files in Mercury CRM.

• Organize documents, notes, tasks, application information, file names, and follow-up dates efficiently.

• Prepare loan applications and enter relevant information into ApplyOnline and lender systems.

• Upload and label supporting documents, review applications for completeness, and submit them post broker approval.

• Record submission details and track lender updates and outstanding requirements.

• Maintain accurate client marketing information and assist with approved communications through Mercury Marketing Hub.

• Adhere to privacy, consent, and marketing communication requirements.

⛳️ Requirements

• Minimum of 4 years of experience in mortgage broking support, loan processing, or lending administration.

• Practical experience assisting Australian mortgage brokers or working within the Australian lending sector.

• Knowledge of the Australian home loan application process from initial data collection to submission and assessment.

• Experience accurately entering client data into serviceability calculators.

• Ability to research and interpret lender policies and servicing requirements effectively.

• Experience preparing or maintaining mortgage broking compliance documentation.

• Understanding of Best Interests Duty requirements and the significance of accurate file notes.

• Proficient in using Mercury CRM, ApplyOnline, or similar mortgage broking platforms.

• Strong attention to detail when reviewing client information and supporting documents.

• Excellent written and verbal English skills with a professional approach to client communication.

• Capability to manage multiple client files, deadlines, and follow-up tasks.

• Strong judgment in determining when to resolve administrative issues and when to escalate them to the broker.

• High level of discretion when handling sensitive personal and financial information.

• Ability to follow established processes while identifying missing or inconsistent information.

• Reliable internet connection and a professional home office setup.

• Availability to work during Australian business hours.

• Direct experience using Mercury Marketing Hub.

• Experience supporting home loans, refinancing, investment lending, and commercial finance applications.

• Familiarity with a wide range of Australian lender policies and servicing calculators.

• Experience preparing files for compliance reviews or audits.

🏝️ Benefits

• Dayshift - Australian Business Hours

• Full-time / Work From Home / Remote