Position: Mortgage Broker Assistant / Loan Processor

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

ABOUT THE COMPANY: 

The client is a premier mortgage and finance brokerage based in Melbourne, specializing in tailored lending solutions across the residential and commercial sectors. As a trusted local expert, the firm serves a diverse clientele—from first-home buyers and self-employed individuals to seasoned property investors—providing independent advice and access to an extensive panel of major and boutique lenders. Their core expertise lies in navigating complex financial structures to secure competitive rates and terms that align with specific long-term wealth goals.

OVERVIEW:

We are looking for a detail-oriented Mortgage Broker Assistant to serve as the engine of our loan process, ensuring a seamless, stress-free experience for our clients from initial application through to settlement.

RESPONSIBILITIES:

• End-to-End Loan Processing: Manage the lifecycle of loan applications, including data entry into CRM systems and ensuring all submissions meet lender-specific requirements.
• Compliance & Documentation: Review and verify client supporting documents (payslips, bank statements, tax returns) to ensure they meet Australian credit policy standards and Best Interest Duty (BID) obligations.
• Lender Liaison: Act as the primary point of contact with banks and non-bank lenders to track application status, answer queries, and push files through to unconditional approval.
• Client Communication: Provide proactive updates to clients and stakeholders (solicitors, real estate agents) to ensure a transparent and "pain-free" experience.
• File Preparation: Prepare professional Loan Strategy Reports and compliance documents for Broker review.
• Post-Settlement Support: Coordinate settlement logistics and manage post-settlement workflows, including client gifts and ongoing loan reviews.

Requirements

QUALIFICATIONS:

• Industry Experience: Minimum 1–2 years of experience in Australian Mortgage Processing or Broker Support is mandatory.
• Technical Knowledge: Strong understanding of the Australian mortgage landscape, including lender niches, credit policies, and the First Home Buyer Grant landscape.
• CRM Proficiency: Experience using industry-standard platforms (e.g., Mercury Nexus, Salestrekker, or similar).
• Communication: Exceptional written and verbal communication skills with a focus on professional, empathetic client service.
• Attention to Detail: A "zero-error" mindset when handling sensitive financial data and compliance paperwork.

PREFERRED SKILLS (nice to have):

• Versatility: Experience with complex lending scenarios, such as SMSF loans, construction loans, or asset finance (car/equipment).
• Proactive Problem Solving: The ability to pre-empt lender questions and solve potential valuation or serviceability issues before they arise.