AU Mortgage Broker Assistant

About the role

The successful candidate will have extensive experience working alongside brokers and possess comprehensive, end-to-end expertise in managing loan applications.

A complete work-from-home setup will be provided, including all necessary IT equipment.

If you have a proven track record in mortgage processing and are ready to contribute your skills to a growing team, we encourage you to apply!

What you''ll be doing:

• Prepare and submit lender applications and engage with clients to gather all necessary deal information.
• Analyze financial statements, payslips, and other financial documents for accuracy.
• Collaborate directly with brokers to clarify scenarios, cross-reference lender policies, and ensure the best possible outcomes for clients.
• Conduct serviceability assessments across various lenders.
• Review each loan application to ensure that all required documentation is complete, accurate, and ready for underwriting before submission to lenders.
• Enter data into the CRM system and generate lender compliance documents.
• Email Credit Proposals and compliance documents to clients for signing.
• Prepare, organize, and submit home loan applications to lenders.
• Address missing information and respond to conditional approval requests.
• Monitor the progression of unconditional approvals and assist clients with signing loan documents.
• Communicate regularly with the buyer’s agent, clients, and conveyancers to keep them updated on the status of applications until settlement.
• Process pricing requests as needed.
• Handle complex or urgent requests with efficiency and accuracy.
• Perform administrative tasks such as email management, following up on lender updates, and communicating with various lenders.

• Candidate must possess at least Bachelor's/College Degree in Finance / Accountancy / Banking or equivalent
• 2-3 years’ Experience with Australian Mortgage systems is desirable
• 1-2 years of direct experience working with an Australian Mortgage Broker
• Knowledge with Connective Mercury CRM is a must.
• Knowledge in using Quickli Tool is a must.
• Knowledge in preparation and submission of AOL applications is a must.
• Excellent verbal and written communication skills
• Punctual and time/self-management skills
• Strong Analytical skills and keen attention to details
• Ability to work independently and as part of a team
• Ability to prioritize workload and flexible

• Competitive salary: 45,000 to 60,000 PHP per month (negotiable)
• Regular hours: 7 AM to 4 PM (Day shift with fixed weekends off)
• Australian holiday schedule
• 2 weeks paid time off over Christmas (for regular employees)
• Complete work-from-home setup (IT equipment provided)
• Supportive and collaborative team environment
• HMO provided plus 1 free dependent

About us

We pride ourselves on our customer-centric approach, innovative solutions, and commitment to excellence.

If you're excited about this opportunity and believe you have the skills and experience to succeed in this role, we encourage you to apply now.

Employer questions

Your application will include the following questions:

• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How would you rate your English language skills?
• Are you willing to undergo a pre-employment background check?
• Which of the following Mortgage Broker Assistant tasks are you familiar with?
• How many years' experiences do you have as a Mortgage Broker Assistant?