Mortgage & Credit Process Officer
4 days ago
Full-Time | 100% Remote | AU Mortgage Industry
Must Have Australian Mortgage Servicing Experience
AFG License Exposure Highly Preferred
Are you a skilled mortgage servicing professional with a knack for managing end-to-end loan processes and supporting brokers with precision and speed?
If you're confident navigating the complexities of the Australian mortgage landscape, and have experience working with brokers—especially under AFG licenses—then this is the role for you.
Join a fast-paced, remote-first team where your expertise will directly impact broker success and client satisfaction.
About the Role
We are looking for a Mortgage & Credit Process Officer who can hit the ground running, providing critical support across the full loan journey — from application lodgment through to settlement and beyond.
You'll work closely with brokers to:
- Manage client servicing and loan documentation
- Review payslips, income docs, IDs, credit reports, etc.
- Handle CRM tasks using SalesTrekker and Flex
- Maintain compliance with AFG and lender-specific requirements
- Provide virtual PA-style support and progress tracking
- Liaise with clients, lenders, and brokers to move deals forward
About You
You thrive under pressure, love structure and detail, and are deeply familiar with what brokers need behind the scenes to get deals over the line.
We're looking for someone who brings:
- 2+ years' experience in mortgage servicing or para broking (AU market)
- Solid working knowledge of SalesTrekker and Flex CRM
- AFG exposure or experience working with brokers who hold an AFG licence (a big plus)
- Comfort handling loans for SMSF, commercial, and self-employed clients
- Strong communication skills and a proactive, solution-driven mindset
- Exceptional attention to detail, compliance, and client care
Why Join Us?
- Work remotely from anywhere — your time, your space
- Collaborate with high-performing brokers across Australia
- Be part of a fast-moving, supportive, and agile team
- Opportunity to grow your skillset in a broker-focused environment
- Make a tangible difference in clients' lives — every single day
Ready to Apply?
Send your updated resume to
We're reviewing applications immediately — don't miss your chance to work with a company that values expertise, integrity, and impact.
Only candidates with relevant Australian mortgage experience will be considered.
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