(CG) Mortgage Broker Assistant / Loan Processor - 314

• Working Hours: NZ business hours
• Work set-up: 100% Remote work

Holidays : New Zealand Holidays

OVERVIEW ON THE ROLE

We are seeking a proactive and detail-oriented Mortgage Broker Assistant / Loan Processor to join a dynamic mortgage finance team. This role involves supporting mortgage broking operations, managing lender interactions, and assisting with client file processing. The ideal candidate thrives in a fast-paced environment, is highly organized, and brings energy and initiative to the team.

Core Responsibilities

Loan Processing & CRM Workflow

• Finalize lender selections based on client needs and loan strategy
• Perform accurate funding calculations
• Maintain data accuracy and submit notes in CRM systems, using AI tools where possible (target: min. 2 files/day)
• Provide lender servicing support and familiarize yourself with key bank policies
• Manage the ApplyOnline (AOL) loan submission process
• Handle SMSF structures and self-employed loan applications
• Assess income documentation — review payslips, company and individual tax returns
• Conduct lender file follow-ups and track progress
• Flexibly support ad-hoc tasks and multitask effectively during shifts

Client Management & Communication

• Assist with back-book client management (advantageous but not mandatory)
• Follow the client review process end-to-end, beyond just scheduling meetings
• Communicate with clients primarily via email (no outbound calling required)
• Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential

Team Collaboration

• Participate on regular team Zoom calls for updates and team-building

Required Experience & Skills

• Minimum 2 years’ experience of relevant experience
• Proficient with MyCRM and ApplyOnline
• Strong skills in Microsoft Excel and Word , including spreadsheet creation
• Excellent attention to detail, especially with data entry and documentation
• Ability to multitask and work independently
• Proactive problem-solver with a positive, engaging team presence

Tools & Software You’ll Use

• MyCRM (loan pipeline management)
• ApplyOnline (AOL) (lender submission platform)
• Microsoft Office: Excel & Word
• Zoom (team meetings)
• AI tools within CRM (for file notes)