Mortgage Brokering Assistant

Summary

Join a dynamic and fast-paced Australian retail mortgage broker group as a Mortgage Broker Assistant. You will work alongside an experienced broker, providing exceptional customer service, processing loan applications, and ensuring smooth settlements. The role requires strong attention to detail, excellent communication, and the ability to manage a busy schedule. Experience in a similar role is preferred, along with proficiency in loan servicing and problem-solving. This is a permanent, full-time, work-from-home position offering a positive and collaborative work environment.

Requirements

• Ideally have 3 - 5 year’s experience in a similar role
• High attention to detail
• Speedy delivery and professional client interaction
• Ability to prioritise well and manage your daily schedule to ensure deadlines are met
• Demonstrate consistent standards and the highest level of technical proficiency
• Demonstrate a strong customer focus with a positive, can-do attitude
• Proactive and self-motivated
• Excellent communication skills and dedication to setting realistic client expectations
• Ability to complete loan servicing, identify liabilities, and ensure high quality of all documents
• Strong problem-solving skills

Responsibilities

• Sending off Hello Packs to clients
• Analyzing loan application documents and packaging the loan for clients
• Understanding the lender policy attached to the product chosen for the client
• Liaising with lenders, clients, and conveyancers to ensure that settlements occur smoothly
• Submitting loan applications through AOL
• Reviewing and where necessary adjusting the loan submission to ensure the application meets lender requirements
• Ensuring that loan submission quality is at the highest possible standards
• Providing administrative support as and where required
• Following Loan Market policies regulated by ASIC

Preferred Qualifications

• Having experience using myCRM
• Having experience using Dialpad
• Having experience using Google Suite

Benefits

Work from home