
Remote Mortgage Support Expert
1 week ago
This is a remote, full-time Mortgage Support Specialist role that offers an exciting opportunity to work with a boutique advisory firm.
The ideal candidate will have expertise in mortgage industry knowledge, credit assessment proficiency, and financial analysis skills.
Responsibilities- Support debt advisory strategists by preparing evidence, data, and research to enable efficient delivery of advisory work.
- Set up workflows, prepare broker handovers, and analyze financial statements & tax returns.
- Research market trends and regulatory changes; compile weekly intelligence and reports; coordinate valuations with lenders.
- Manage timelines, follow-up on disputes and reorders, and provide clear summaries and presentation materials from templates.
- Support cross-team collaboration and maintain a reference database for future use; ensure professional client communication.
- Mastery of Quickli platform, Broker Engine, and advanced Excel/Sheets.
- Credit assessment proficiency – reports, scoring, serviceability calculations.
- Financial analysis skills – statements, tax returns, complex income structures.
- Regulatory compliance – NCCP, responsible lending, and related standards.
- Technical: strong research methodology; professional written communication; cross-team collaboration; presentation capabilities.
We are a boutique advisory firm focused on helping professional service businesses navigate complex lending needs, taking a strategic approach to structuring debt beyond standard lending services.
Seniorities and Employment Type- Seniority level: Associate
- Employment type: Full-time
- Job function: Administrative, Analyst, and Finance
- Industries: Banking and Investment Banking
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