Financial Services Associate

This is a Mortgage Broker Assistant role that requires strong experience in supporting mortgage brokers through administrative excellence, efficient loan processing, and seamless client coordination.

The successful candidate will have a proven background in mortgage documentation, compliance, and lender communication, ensuring every step of the loan process runs smoothly.

This role is perfect for someone who thrives in a fast-paced environment, is highly organized, and is committed to delivering exceptional client service.

As a Mortgage Broker Assistant, you will support an Australian client accredited by the Mortgage & Finance Association of Australia (MFAA), which upholds a strict Code of Practice requiring professionalism, ethical behaviour, transparency, and an unwavering commitment to clients.

• Loan Application Support & Processing

  Assist in gathering and verifying client documents (e.g., income statements, credit reports, 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.

• Client & Lender 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 & 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 & 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, such as updating client databases, newsletters, and social media.

• A minimum 4+ years of hands-on experience in Australian mortgage broking support or back-office loan processing.
• A solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.
• Experience in handling the full loan life cycle – from document collection and compliance checks to settlement coordination.
• Familiarity with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.
• A strong command of Microsoft Office Suite and cloud collaboration tools (e.g., Google Workspace, Dropbox).
• Confidence in navigating VOIP tools like Zoom Phone, RingCentral, or 3CX for client and lender communication.
• A 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.
• A strong follow-up process to ensure timely responses from lenders, clients, and third parties.
• Fluency in professional English (written and verbal) with the ability to communicate confidently with Australian clients and stakeholders.
• A friendly, client-focused attitude, capable of managing expectations with care and clarity.
• The ability to build rapport, explain mortgage processes simply, and manage multiple active loan files.
• A reliable high-speed internet connection with backup available.
• A quiet home office environment conducive to professional communication and confidentiality.
• Availability to work AEST/ACST hours aligned with South Australia business times.
• A Bachelor's degree in Finance, Business Administration, Accounting, or a related field (preferred but not essential with strong industry experience).