Working Hours & Conditions: AU Working Hours and Holidays
Employment: Full Time - Independent Contractor :
ABOUT THE COMPANY:
The company is a premier Australian mortgage brokerage dedicated to delivering tailored financial solutions and exceptional client outcomes. Built on a foundation of integrity, efficiency, and market expertise, the firm assists clients in navigating complex lending landscapes with confidence. As part of a targeted growth strategy to scale annual production from $40M to over $80M+, the company is expanding its dynamic operational team to maintain industry-leading service standards and rapid settlement turnaround times.
ROLE OVERVIEW:
The Mortgage Broker Assistant & Loan Processor will serve as the primary administrative partner and operational backbone to a top-performing Mortgage Broker. In this high-impact position, you will own the end-to-end loan lifecycle—managing complete application packaging, active pipeline tracking, and broker inbox triage. This role requires an operations specialist who thrives in high-volume environments, maintains flawless precision under tight settlement deadlines, and delivers clear communication across clients, lenders, and key stakeholders.
RESPONSIBILITIES:
Loan Packaging & Submissions: Collect and audit client compliance documentation (payslips, tax returns, bank statements, identification); execute initial serviceability assessments; accurately input data into aggregator CRMs; and submit complete application files via ApplyOnline.
Pipeline Management: Monitor and drive loan applications from lodgement through to unconditional approval and final settlement; proactively clear Lender More Information Required (MIR) requests/conditions; order property valuations; and resolve processing bottlenecks.
Inbox & Executive Support: Manage and triage the broker's primary email inbox; draft clear, professional client updates; execute routine home loan reviews; and maintain client relationships through automated and high-touch milestone updates.
Stakeholder Coordination: Serve as the central point of contact between clients, lender credit assessors, solicitors, and real estate agents to ensure seamless file progression.
Requirements
Industry Experience: Minimum of 2+ years of direct experience in Australian mortgage processing or broker support operations.
Platform Expertise: Hands-on proficiency with ApplyOnline and leading Australian aggregator CRMs (e.g., Salestrekker, MyCRM, Mercury, or Flex).
Regulatory & Credit Knowledge: Firm grasp of Australian lender checklists, serviceability metrics, desk-side credit policies, and NCCP guidelines.
Communication: Exceptional written and verbal English communication skills, with demonstrated ability to manage client inbox delegation and push lender escalations effectively.
Formal qualifications in Financial Services (e.g., Certificate IV or Diploma in Finance and Mortgage Broking).
Proven track record of successfully managing complex self-employed, commercial, or multi-property investor portfolios.
What You’ll Bring
Meticulous Attention to Detail: An uncompromising standard for document compliance and accurate data entry that minimizes credit assessor inquiries and application re-work.
Proactive Ownership: A forward-thinking operational approach that anticipates lender requests, eliminates pipeline stalls, and keeps clients informed at every stage.
Agility & Organization: Superior time-management skills to prioritize urgent lodgements while systematically maintaining daily pipeline flow.
Client-First Mindset: High empathy and professionalism when representing the broker, ensuring every client experiences prompt, clear, and reassuring communication.