Mortgage Broker Assistant

RESPONSIBILITIES:

Loan Processing & Documentation

* Verify and review client income documentation, credit reports, and supporting information.
* Order and track property valuations, pricing, and other lender-related requirements.
* Complete servicing calculators and prepare product comparisons.
* Structure funding positions and assess client living expenses.
* Prepare detailed broker notes and maintain accurate loan files.
* Calculate borrowing capacity and assist in preparing compliance documents.
* Respond to lender requests, including minor MIRS (Mortgage Information Requests).
* Manage files through all stages — from pre-assessment to settlement.

Client & Lender Communication

* Liaise with clients to collect missing documents or clarify information.
* Communicate with lenders, solicitors, and other stakeholders to ensure timely progress.
* Provide updates to brokers and clients on application status.
* Maintain professional and proactive client communication throughout the process.

Administrative & Operational Support

* Track loan progress, delivery dates, and application follow-ups.
* Manage email and phone correspondence for the broker.
* Update CRM systems, client records, and internal trackers.
* Support sales representatives with administrative tasks as required.
* Prepare reports, summaries, and pipeline updates for management.
* Bonus ad hoc task: can manage social media for the business

Requirements

QUALIFICATIONS:

* Experience: Bachelor’s degree in Business, Finance, or a related field (or equivalent experience). Minimum 2 years’ experience in mortgage processing, lending, or financial services.
* Experience with Australian lenders and mortgage products (required).
* Technical Skills: Familiarity with broker systems and loan platforms (Mercury, ApplyOnline)
* Strong understanding of loan structures, banking, and finance principles.
* Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation.
* Exceptional communicator: articulate, polished, and personable in both written and verbal interactions

MINDSET AND ATTRIBUTES:

* Highly organized, results-focused, and capable of managing multiple loan files simultaneously.
* Demonstrates initiative, accountability, and a proactive approach and has good processing habits to resolve issues.
* Ability to manage confidential information with discretion.
* Team player with a positive, professional attitude.

PREFERRED SKILLS (nice to have):

* Exposure to SMSF loans or complex loan structures and self employed financials is advantageous
* Previous remote or offshore experience with Australian brokers preferred.