As a Mortgage Broker Assistant, you will support the end-to-end backend operations of the mortgage process, ensuring loan applications move smoothly from preparation to settlement. This includes managing CRM updates, document collection, application preparation, and lender follow-ups.
You will take ownership of the pipeline, proactively keeping deals on track while also supporting process improvements to help the business scale efficiently.
Company Profile:
Our client is an Australian-based boutique, client-first brokerage led by a single, highly experienced broker. They provide access to a wide range of lending solutions across multiple financial institutions, with a highly personalised approach that ensures each client receives tailored recommendations aligned with their goals, financial situation, and long-term plans.
As a single-broker growing business now expanding, they are growing their team in the Philippines and are looking for a Mortgage Broker Assistant to support the end-to-end backend operations of their lending process. This role will work directly and closely with the founder, providing hands-on support as their sole assistant in the business. As the business continues to grow, there may be opportunities to collaborate with additional team members down the track.
This is a great opportunity to join an early-stage business at ground level, gain exposure to the Australian mortgage industry, work closely alongside
Duties and Responsibilities:
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Keep client and loan information updated and accurate in Connective Mercury
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Manage the loan pipeline and make sure all applications are moving forward on time
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Follow up on required documents and ensure everything is complete before submission
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Prepare and organize loan applications based on lender requirements
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Coordinate with lenders and other stakeholders for updates and follow-ups
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Handle post-settlement tasks, such as scheduling client check-ins (e.g., 6- and 12-month reviews, rate checks)
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Spot delays or issues early and take action to keep deals on track
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Help improve processes and workflows, especially within Mercury
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Support in organizing backend operations to make work more efficient
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Provide general admin support to keep daily operations running smoothly
Requirements
Must-have Skills / Qualifications:
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Proven experience in the Australian mortgage broking industry
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Strong ownership mindset with the ability to work independently
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Highly organized with excellent attention to detail
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Proactive and process-driven, with the ability to identify gaps and improve workflows
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Comfortable working in a growing business where systems are still being built
Advantageous Skills / Experience:
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Hands-on experience with Connective Mercury CRM (strong advantage)