D2B
via Workable
Mortgage Broker Assistant (Australian Mortgage) - 198
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 6h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 140d ago
The date the source published, not the day we noticed it (2026-04-28). Last seen at its source just now.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
Philippines
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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workable employer's own board first seen 10d ago · last seen just now
The listing
Position: Mortgage Broker Assistant
Salary: PHP 70,000 - 80,000/month
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