D2B
via Workable
Mortgage Broker Assistant / Loan Processor - 179
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 17h 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 146d ago
The date the source published, not the day we noticed it (2026-04-22). Last seen at its source 2h ago.
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
-
workable employer's own board first seen 11d ago · last seen 2h ago
The listing
Position: Mortgage Broker Assistant / Loan Processor
Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
Holidays: AU Holidays
ABOUT THE COMPANY:
The client is a premier mortgage and finance brokerage based in Melbourne, specializing in tailored lending solutions across the residential and commercial sectors. As a trusted local expert, the firm serves a diverse clientele—from first-home buyers and self-employed individuals to seasoned property investors—providing independent advice and access to an extensive panel of major and boutique lenders. Their core expertise lies in navigating complex financial structures to secure competitive rates and terms that align with specific long-term wealth goals.
OVERVIEW:
We are looking for a detail-oriented Mortgage Broker Assistant to serve as the engine of our loan process, ensuring a seamless, stress-free experience for our clients from initial application through to settlement.
RESPONSIBILITIES:
- End-to-End Loan Processing: Manage the lifecycle of loan applications, including data entry into CRM systems and ensuring all submissions meet lender-specific requirements.
- Compliance & Documentation: Review and verify client supporting documents (payslips, bank statements, tax returns) to ensure they meet Australian credit policy standards and Best Interest Duty (BID) obligations.
- Lender Liaison: Act as the primary point of contact with banks and non-bank lenders to track application status, answer queries, and push files through to unconditional approval.
- Client Communication: Provide proactive updates to clients and stakeholders (solicitors, real estate agents) to ensure a transparent and "pain-free" experience.
- File Preparation: Prepare professional Loan Strategy Reports and compliance documents for Broker review.
- Post-Settlement Support: Coordinate settlement logistics and manage post-settlement workflows, including client gifts and ongoing loan reviews.
Requirements
QUALIFICATIONS:
- Industry Experience: Minimum 1–2 years of experience in Australian Mortgage Processing or Broker Support is mandatory.
- Technical Knowledge: Strong understanding of the Australian mortgage landscape, including lender niches, credit policies, and the First Home Buyer Grant landscape.
- CRM Proficiency: Experience using industry-standard platforms (e.g., Mercury Nexus, Salestrekker, or similar).
- Communication: Exceptional written and verbal communication skills with a focus on professional, empathetic client service.
- Attention to Detail: A "zero-error" mindset when handling sensitive financial data and compliance paperwork.
PREFERRED SKILLS (nice to have):
- Versatility: Experience with complex lending scenarios, such as SMSF loans, construction loans, or asset finance (car/equipment).
- Proactive Problem Solving: The ability to pre-empt lender questions and solve potential valuation or serviceability issues before they arise.