Mortgage Broker Assistant

About the Role

We are seeking a detail-oriented Mortgage Broker Assistant to support an Australian mortgage brokerage. You will assist brokers throughout the loan application process, ensuring accurate documentation, efficient communication, and excellent client service.

Key Responsibilities

• Assist with loan application preparation
• Collect and review supporting documentation
• Liaise with clients, lenders, solicitors, and third parties
• Monitor loan application progress
• Maintain accurate CRM records
• Prepare compliance and loan documentation
• Schedule client appointments and follow-ups
• Provide administrative support to mortgage brokers

Requirements

• Previous experience supporting Australian mortgage brokers or financial services
• Strong administrative and organisational skills
• Excellent written and verbal English communication
• High attention to detail
• Ability to manage multiple applications simultaneously

Nice to Have

• Understanding of the Australian mortgage and lending process
• Knowledge of lender policies and loan documentation
• Experience working with aggregators and lender portals