Mortgage Broker Assistant (AOL)

D2B

About The Position

The Mortgage Broker Assistant will take ownership of residential loan files after initial client contact, handling documentation, lender submissions, and day-to-day administration so the Principal can focus on client conversations and business growth. The initial priority is the end-to-end residential lending workflow. Once that workflow is established, the role may expand to provide SMSF lending support, including re-engaging existing SMSF clients. Commercial lending is explicitly out of scope for now.

Requirements

Hands-on experience with Connective, an aggregator platform.
Hands-on experience with Nexus Mercury, a loan processing or CRM system.
Hands-on experience with Apply Online (AOL), used for residential submissions to lenders.
Solid understanding of the end-to-end Australian residential mortgage process.
Strong attention to detail, including the ability to identify discrepancies or missing information from checklists.
Reliable and detail-oriented, with strong written communication in English.
Able to work autonomously while seeking help when needed.
Able to work at pace across multiple deals at different stages and adapt when circumstances change.
Proactive and confident in owning files end to end without constant direction.
Comfortable contacting clients to chase documentation and escalating blockers early.
Coachable, open to seeking support, and willing to improve through upskilling.
Able to simplify workflows and communicate efficiently.

Nice To Haves

SMSF loan assessment and processing experience.
Prior experience working directly with one mortgage broker, with an understanding of and ability to support the entire process rather than only parts of it.
Understanding of self-employed borrowers and individual and more complex structures.

Responsibilities

Manage end-to-end residential loan files from handover through settlement.
Collect, review, and upload client documentation accurately and on time.
Prepare and submit residential loan applications via Apply Online (AOL).
Track application progress, follow up on outstanding conditions, and keep files moving toward settlement.
Communicate proactively with clients, lenders, and other stakeholders to resolve issues before they become blockers.
Maintain accurate, up-to-date records in Mercury and Connective.
Support SMSF loan processing and documentation once the residential workflow is established.
Assist the Principal in reactivating and re-engaging existing SMSF clients.
File and attach client data and Biz-Consultings data in Nexus via email.
Run refinance outreach campaigns.
Help reactivate dormant referral partner relationships.
Handle ad hoc administrative tasks to reduce the Hiring Manager's workload.
Own files proactively, identify and chase missing documentation, escalate blockers early, and adapt to changes across deals at different stages.