Senior Mortgage Broker Assistant – AU Mortgage, MyCRM

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

📋 Description

• Oversee the complete loan application process from initiation to settlement.

• Prepare, assess, and submit loan applications to lenders.

• Perform servicing calculations and initial evaluations.

• Ensure that loan files are thorough, precise, and adhere to lender and regulatory standards.

• Monitor loan progress and proactively communicate with lenders, clients, conveyancers, and other third parties.

• Serve as the primary contact for clients throughout the loan journey.

• Deliver clear and professional updates to clients regarding the status of their applications.

• Collaborate with lenders, valuers, solicitors, and settlement agents.

• Assist Mortgage Brokers with client meetings, documentation, and follow-ups after settlement.

• Ensure adherence to NCCP, ASIC, and responsible lending obligations.

• Maintain precise client records and documentation within CRM systems.

• Aid in audits, compliance reviews, and enhancements to processes.

• Keep current with lender policies, credit guidelines, and shifts in the industry.

• Identify potential improvements in workflows and operational efficiency.

• Mentor and assist junior broker assistants when necessary.

• Contribute to the formulation of internal processes and best practices.

⛳️ Requirements

• A minimum of 3–5 years’ experience as a Mortgage Broker Assistant or in a comparable role within the Australian mortgage sector.

• Strong comprehension of Australian lending products, policies, and procedures.

• Experience collaborating with various lenders and aggregators.

• Exceptional attention to detail and robust organizational abilities.

• Outstanding written and verbal communication skills.

• Capability to manage numerous loan files and adhere to deadlines.

• Proficiency in CRM systems and loan submission platforms.

• Certificate IV in Finance and Mortgage Broking or equivalent (desirable).

• Experience managing high-volume or complex loan portfolios (desirable).

• Prior experience in mentoring junior staff (desirable).

• Proactive and solution-oriented approach.

• Client-focused mindset.

• Ability to work independently and as part of a team.

• Professional, trustworthy, and discreet in handling sensitive information.

🏝️ Benefits

• 100% Remote work