Mortgage Broking

Enter client details, loan data, and documentation into CRM and aggregator systems (e.g., Mercury, MyCRM, SalesTrekker). Upload and organise documents in line with internal compliance procedures. Maintain accurate and up-to-date client files, including digital filing and record keeping. Support document requests and track outstanding items using checklists and templates. Prepare file checklists and organise digital folders for new applications. Monitor email inboxes and forward documents or requests to relevant team members. Assist with internal reporting, compliance checks, and audit preparation. Maintain logs of application progress and update internal trackers. Enter and update client insurance data (loan protection, life/income insurance, etc.) into relevant systems. Assist with generating quotes and pre-filled forms for brokers to review with clients. Liaise with insurers on basic administrative matters (e.g., follow-ups, missing documents). Ensure proper documentation is saved and linked to loan files for compliance. 1–2 years of direct experience in the Australian mortgage broking space Prior experience in an administrative, data entry, or back-office support role (finance or insurance industry preferred). Tier 2 Insurance qualification (General or Life) - required. High attention to detail and accuracy in data handling. Comfortable working with digital platforms and cloud-based tools (e.g., Dropbox, OneDrive, Google Drive, Docusign). Strong organisational skills with the ability to manage multiple admin tasks at once. Basic understanding of the mortgage or insurance process Technical Requirements: Equipment is self-provided USB Headset with Noise Cancellation feature Working Webcam Computer with at least 1.5 GHz processor and at least 8GB RAM Main Internet Service Speed: at least 50 Mbps cable connection Backup Internet Service Speed: at least 25 Mbps Dual Monitor Benefits: Discretionary bonus - not a 13th month pay. Referral Bonus - 70 AUD per successful hire (3rd mark with the client) Dedicated support person (CSM) Fun culture Support from HR, Tax, and other specialties 10 Paid Annual Leaves; 9 Paid Australian Holidays (ONLY regular employees); 1 Birthday Leave Company Outing (For tenured employees; 6 months) Paid Training 100% Work-From-Home Pre-employment Requirements: BIR as you are a contractor (Required to submit any contributions required by the government.) NBI or Police Clearance Any Government-issued ID #J-18808-Ljbffr