Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
Holidays: AU Holidays
ABOUT THE COMPANY:
The client is a premier, client-focused mortgage brokerage headquartered in the Sutherland Shire, New South Wales, serving families and individuals across Australia. Operating as a trusted partner in the residential finance sector, the firm specializes in navigating the complexities of the mortgage market to deliver tailored lending solutions. With a core expertise in mortgage comparison, loan pre-approval, and strategic refinancing, the company leverages a robust network of over 30 lenders to ensure clients secure competitive rates and structures that align with their long-term financial goals.
OVERVIEW:
We are looking for a detail-oriented Mortgage Broker Assistant who can drive every deal from fact find through to settlement without broker involvement.
RESPONSIBILITIES:
•
Client Onboarding: Send fact find and document requests
•
Document Collection: Chase and verify all required documents
•
CRM Management: Maintain Broker Engine records and pipeline
•
Application Prep: Data entry and submission notes
•
Client Communication : Provide updates and follow-ups
•
Submission: Lodge deals with lenders
•
Lender Management: Follow-ups and conditions management
•
Settlement: Coordinate files through to completion
•
Pricing & Valuations: Run pricing requests and order valuations
•
Dropbox & Files: Manage Dropbox and document organisation
Requirements
QUALIFICATIONS:
•
Proficient in Broker Engine — preferred, used daily for CRM, pipeline management and AOL lodgement
•
AOL proficiency to a high standard — must be able to lodge and manage applications independently without broker oversight
•
Exposure to NMB aggregator compliance software advantageous (niche system, rare but valued)
•
Credit awareness without being a credit analyst — able to identify red flags such as payslips missing YTD figures, bank statements outside acceptable age, or other document issues
•
Highly organised with ownership of the pipeline — proactively keeps all files moving through stages without being prompted
•
Capacity to lodge 1–2 applications per day (CRM and AOL) while managing all WIP files concurrently
•
Excellent communication skills — liaises with bank assessors for MIRs, chases documents from clients, provides status updates, and coordinates with conveyancers on settlement matters
•
Proactive problem-solver — anticipates issues and acts to keep deals progressing
•
Attention to detail — broker should not need to check work before submission
•
Strong time management — able to juggle and prioritise multiple files simultaneously
•
Process-driven approach to file management
•
Personable and client-centric — comfortable dealing with clients and bank contacts
•
Experience working independently with minimal supervision