Australian Mortgage Broker Assistant

18 hours ago

Las Piñas, National Capital Region, Philippines beBeeMortgageSupport Full time ₱4,500,000 - ₱7,500,000
Job Overview

This Mortgage Support role is a crucial position within a mortgage brokerage firm, requiring administrative excellence and efficient loan processing to support mortgage brokers.

The ideal candidate has a proven track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.

About the Role

  • Gather and verify client documents such as income statements, credit reports, and bank statements.

  • Prepare and submit loan applications to lenders ensuring accuracy and compliance.

  • Follow up with banks, lenders, and clients to track loan progress and request additional information if needed.

  • Maintain an organized CRM system with updated loan statuses and client records.

Responsibilities

This role involves:

  • Loan Application Support & Processing:

    • Gather and verify client documents.

    • Prepare and submit loan applications to lenders.

    • Follow up with banks, lenders, and clients to track loan progress.

    • Maintain an organized CRM system.

  • Client & Lender Communication:

    • Serve as the primary point of contact for clients.

    • Coordinate with lenders, underwriters, and settlement agents.

    • Educate clients on the mortgage process.

  • Compliance & Documentation:

    • Ensure all documentation is complete and compliant.

    • Conduct preliminary assessments to determine client eligibility.

    • Stay up to date with industry regulations and lending policies.

  • Administrative & Support Tasks:

    • Schedule appointments and manage the mortgage broker's calendar.

    • Prepare and send loan estimates, disclosures, and follow-up emails.

    • Assist in marketing efforts.

Requirements

  • A minimum of 4+ years' experience in Australian mortgage broking support or back-office loan processing.

  • Solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.

  • Familiarity with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.

  • Strong command of Microsoft Office Suite and cloud collaboration tools.

  • Confident navigating VOIP tools for client and lender communication.

  • Proven ability to conduct preliminary assessments and identify loan options based on income and financial documentation.

  • Exceptional document management skills with high attention to detail and accuracy.

  • Strong follow-up processes to ensure timely responses from lenders, clients, and third parties.

  • Fluent professional English (written and verbal) with the ability to communicate confidently with Australian clients and stakeholders.

  • Friendly, client-focused, and capable of managing expectations with care and clarity.

  • Able to build rapport, explain mortgage processes simply, and manage multiple active loan files.

  • Reliable high-speed internet with backup connection.

  • A quiet home office environment conducive to professional communication and confidentiality.

  • Availability to work AEST/ACST hours (aligned with South Australia business times).

  • Bachelor's degree in Finance, Business Administration, Accounting, or a related field (preferred but not essential with strong industry experience).

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