Senior Mortgage Broker Assistant – AU Mortgage, MyCRM
Posted 14ds ago
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Mortgage Broker Assistant managing Australian mortgage applications, compliance, and lender coordination. Supporting brokers and clients through loan settlement using CRM and lodgement platforms.
Responsibilities:
- Manage the end-to-end loan application process from submission to settlement
- Prepare, review, and lodge loan applications with lenders
- Conduct servicing calculations and preliminary assessments
- Ensure loan files are complete, accurate, and compliant with lender and regulatory requirements
- Track loan progress and proactively follow up with lenders, clients, conveyancers, and other third parties
- Act as a primary point of contact for clients throughout the loan process
- Provide clear, professional updates to clients regarding application status
- Liaise with lenders, valuers, solicitors, and settlement agents
- Support Mortgage Brokers with client appointments, documentation, and post-settlement follow-ups
- Ensure compliance with NCCP, ASIC, and responsible lending obligations
- Maintain accurate client records and documentation in CRM systems
- Assist with audits, compliance checks, and process improvements
- Stay up to date with lender policies, credit guidelines, and industry changes
- Identify opportunities to improve workflows and operational efficiency
- Mentor and support junior broker assistants where required
- Contribute to the development of internal processes and best practices
Requirements:
- Minimum 3–5 years’ experience as a Mortgage Broker Assistant or similar role within the Australian mortgage industry
- Strong understanding of Australian lending products, policies, and processes
- Experience working with multiple lenders and aggregators
- High attention to detail and strong organisational skills
- Excellent written and verbal communication skills
- Ability to manage multiple loan files and meet deadlines
- Proficiency in CRM systems and loan lodgement platforms
- Certificate IV in Finance and Mortgage Broking or equivalent (desirable)
- Experience supporting high-volume or complex loan portfolios (desirable)
- Prior experience mentoring junior staff (desirable)
- Proactive and solutions-focused
- Client-centric mindset
- Ability to work autonomously and as part of a team
- Professional, reliable, and confidential in handling sensitive information
Benefits:
- 100% Remote work
