AU Mortgage Broker Assistant (with experience in myCRM)

• Working Hours & Conditions : Aligned with Australian hours; full-time - remote
• Holidays : Observing Australian National and state-specific holidays

ROLE OVERVIEW

We’re looking for an experienced Mortgage Broker Assistant to take full ownership of the operational lifecycle of client loan files. Acting as the Principal Broker’s operational right-hand, you will drive the administrative, compliance, and processing engine of the business—from initial client document collection through to settlement coordination. This long-term career opportunity is tailored for a proactive, highly organized professional who thrives on managing complex loan pipelines and delivering exceptional quality control in a client-centric environment.

RESPONSIBILITIES

• End-to-End File Processing & Lodgement: Prepare, structure, and submit loan applications through ApplyOnline (AOL), ensuring complete accuracy and compliance before submission.
• Serviceability & Credit Analysis: Run initial serviceability assessments using Quickli and individual lender servicing calculators; review lender policies to flag potential credit issues early.
• Document Management & Quality Control: Issue client welcome packs, collect and review financial documentation for accuracy, and maintain organized, audit-ready client files.
• Pipeline & Conditions Management: Monitor pipeline status, submit pricing requests, order property valuations, and proactively resolve outstanding lender conditions to prevent delays.
• Stakeholder Coordination: Maintain clear, professional communication with clients, lenders, Business Development Managers (BDMs), conveyancers, and solicitors throughout the loan process.
• Settlement Execution: Coordinate pre-settlement and settlement logistics, verifying that all financial requirements are fulfilled for a smooth settlement day.
• Practice Administration & CRM Maintenance: Manage the Principal Broker’s calendar, appointments, and daily tasks while keeping the CRM continuously updated.

QUALIFICATIONS

• Australian Market Experience: Minimum 2+ years of direct experience as an offshore Mortgage Broker Assistant supporting Australian mortgage brokers.
• Software & Tool Proficiency: Advanced, hands-on experience using myCRM, ApplyOnline (AOL), Quickli, lender servicing calculators, and major Australian lender portals.
• Credit & Policy Knowledge: Strong understanding of Australian mortgage lending criteria, standard lender policies, compliance guidelines, and supporting document requirements.
• Communication Skills: Exceptional written and verbal English communication skills, with the confidence to interact directly with clients and external stakeholders.
• Detail & Process-Oriented: Exceptional organizational skills, high attention to detail, and a track record of managing a high-volume pipeline without missing deadlines.