Mortgage Support Specialist
2 days ago
We are seeking a highly skilled Mortgage Support Specialist to join our team. As a key member of our lending department, you will be responsible for providing exceptional support to mortgage brokers and clients throughout the loan application process.
Key Responsibilities:
- Assist in gathering and verifying 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.
Client Communication:
- Serve as the primary point of contact for clients, answering inquiries and providing updates.
- Coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals.
- Educate clients on the mortgage process, assisting with any concerns or questions.
Compliance and Documentation:
- Ensure all documentation is complete and compliant with regulatory and lender guidelines.
- Conduct preliminary assessments to determine client eligibility and loan options.
- Stay up-to-date with industry regulations and lending policies to maintain compliance.
Administrative Tasks:
- Schedule appointments and manage the mortgage broker's calendar.
- Prepare and send loan estimates, disclosures, and follow-up emails.
- Assist in marketing efforts, such as updating client databases, newsletters, and social media.
Qualifications:
- Minimum 4+ years of hands-on 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.
- Experienced in handling full loan life cycle – from document collection and compliance checks to settlement coordination.
- Familiar 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 in 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.
- 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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