Assistant Mortgage Broker (Australian Mortgage)

D2B

4d•$65,000 - $85,000•Remote

About The Position

The Mortgage Broking Assistant provides end-to-end operational and administrative support to an Australian-based mortgage broking team. This is a specialized role requiring prior experience in mortgage processing and loan support — not a general VA or EA position. The role supports brokers with loan application processing, documentation management, CRM updates, lender coordination, and compliance tasks. The assistant must understand Australian mortgage processes, aggregator systems, and loan submission workflows.

Requirements

2+ years’ experience in mortgage broking support OR loan processing
Experience with Australian mortgage documentation and workflows
Understanding of aggregator systems
Hands-on experience in loan writing support or mortgage assistant role
Experience using mortgage CRM systems
Experience with aggregator platforms
Proficient in Microsoft Office (Excel, Word, Outlook)
Strong document management skills
Ability to work with cloud-based tools
High attention to detail
Strong written and verbal English communication
Ability to follow structured processes
Self-managed and disciplined (remote environment)
Proactive problem-solving ability

Nice To Haves

Experience working remotely or supporting offshore clients
Social Media & Marketing Support
Creation and scheduling of social media content across Facebook, Instagram, and LinkedIn
Graphic design support using tools such as Canva
Setting up and managing event registrations via Eventbrite
Assisting with email marketing campaigns
Monitoring social media engagement and reporting on basic metrics
Supporting the coordination of client events and webinars

Responsibilities

Assist brokers with end-to-end loan application processing
Prepare and package loan files for submission to lenders
Manage supporting documentation (ID, income, credit checks, serviceability docs)
Conduct preliminary file checks to ensure completeness and compliance
Liaise with lenders for updates, additional documents, and status tracking
Monitor loan milestones from application through to settlement
Experience with Pricing and Valuations
Maintain and update broker CRM systems
Work within aggregator platforms (e.g., ApplyOnline / equivalent aggregator systems)
Ensure accurate data entry and record keeping
Track loan pipeline and update status reports
Communicate professionally via phone and email
Liaise with brokers, lenders, solicitors, and other stakeholders
Provide regular file updates to brokers
Ensure files meet aggregator and lender compliance standards
Maintain document integrity and version control
Follow company-specific processes and regulatory requirements
File preparation and organization
Support brokers with ad hoc administrative tasks
Assist with post-settlement documentation and archiving