About The Position
The client is a premier, fast-growing boutique mortgage brokerage based in Canberra, Australia. Founded and led by an industry expert with over 15 years of financial services experience (including a decade-long career with a major "Big Four" Australian bank)—the company was established to provide a more personalized, transparent, and supportive lending experience. We are looking for an ultra-organized and detail-driven Mortgage Administration Support Specialist to serve as the operational engine room for a busy Australian mortgage brokerage. In this role, you will be the ultimate gatekeeper of data integrity, compliance, and process flow. You will manage the backend lifecycle of loan applications from initial file setup in Connective Mercury, through document auditing and validation, to packaging and preparing submissions in ApplyOnline (AOL).
Requirements
- Previous experience supporting an Australian mortgage broker
- Strong understanding of Australian residential lending processes
- Excellent written and verbal English communication skills
- High attention to detail (spotting undisclosed liabilities, auditing ID documents)
- Ability to work independently and meet deadlines
- Strong organisational and time management skills
- Hands-on experience with Connective Mercury and ApplyOnline (AOL) is required
- Proficiency with Microsoft Excel, Google Workspace, Adobe, and Canva
Nice To Haves
- Request signatures and merge documents through Adobe
Responsibilities
- Create and maintain client files (opportunities and contacts) in CRM
- Enter solicitor/conveyancer details in CRM
- Approve and rename documents
- Record detailed file notes
- Update application statuses
- Ensure files are complete before progressing
- Check documents have been received
- Review documents for completeness
- Check identification documents meet lender requirements (additional ID requirements for Scheme Loans)
- Enter Drivers Licence details in CRM
- Check information entered by clients in the Client Portal matches details on Drivers Licence (full names entered in CRM, date of birth is correct)
- Update account balances and liabilities based on the statements received
- Follow up missing documentation
- Note outstanding documents in the CRM, so that updated documents can be requested
- Review statements for undisclosed liabilities or re-occuring expenses
- Enter client information into CRM and lender systems ,mercury and AOL.
- Prepare loan application data in CRM for broker review
- Assist with preparing loan submissions in Apply Online for broker approval and lodgement
- Upload supporting documents to the lodgement portal (AOL)
- Complete compliance in CRM based on Appointment notes
- Complete lender checklists
- Order valuations
- Upload valuation reports to CRM
- Pricing requests & escalations
- Monitor application progress
- Track lender turnaround times
- Follow up outstanding lender requirements
- Monitor outstanding conditions
- Update brokers on application progress
- Monitor settlement dates
- Assist with settlement bookings
- Follow up outstanding settlement documents
- Confirm required documents have been returned
- Update CRM following settlement
- Review loan offers to ensure they have been completed with no errors
- Assist with general administrative tasks as directed.
- Monitor shared inboxes.
- Help create marketing materials through CANVA.
Benefits
- You will partner directly with an incredibly supportive, highly organized industry leader.
- This is a collaborative, stable environment where your processing expertise will have a direct impact on the business's daily success.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
