Position:Senior Mortgage Broker Assistant

Salary range: Php 89,000/month (The final amount will be at the client's discretion based on the candidate's skills and experience.)

Working Hours: Mondays to Fridays, 7:00am to 4:00pm Philippine Time

Work set-up: 100% Remote work

Holidays: TBD

OVERVIEW

The Senior Mortgage Broker Assistant plays a critical role in supporting Mortgage Brokers by managing end-to-end loan processing, ensuring compliance with Australian lending regulations, and delivering a seamless experience for clients, lenders, and internal stakeholders. This role requires strong industry knowledge, attention to detail, and the ability to manage multiple loan files simultaneously with minimal supervision.

RESPONSIBILITIES

Loan Processing & Administration

Manage the end-to-end loan application process from submission to settlement
Prepare, review, and lodge loan applications with lenders
Conduct servicing calculations and preliminary assessments
Ensure loan files are complete, accurate, and compliant with lender and regulatory requirements
Track loan progress and proactively follow up with lenders, clients, conveyancers, and other third parties

Client & Stakeholder Support

Act as a primary point of contact for clients throughout the loan process
Provide clear, professional updates to clients regarding application status
Liaise with lenders, valuers, solicitors, and settlement agents
Support Mortgage Brokers with client appointments, documentation, and post-settlement follow-ups

Compliance & Quality Assurance

Ensure compliance with NCCP, ASIC, and responsible lending obligations
Maintain accurate client records and documentation in CRM systems
Assist with audits, compliance checks, and process improvements
Stay up to date with lender policies, credit guidelines, and industry changes

Process Improvement & Team Support

Identify opportunities to improve workflows and operational efficiency
Mentor and support junior broker assistants where required
Contribute to the development of internal processes and best practices

Requirements

Essential

Minimum 3-5 years experience as a Mortgage Broker Assistant or similar role within the Australian mortgage industry
Strong understanding of Australian lending products, policies, and processes
Experience working with multiple lenders and aggregators
High attention to detail and strong organisational skills
Excellent written and verbal communication skills
Ability to manage multiple loan files and meet deadlines
Proficiency in CRM systems and loan lodgement platforms

Desirable

Certificate IV in Finance and Mortgage Broking or equivalent
Experience supporting high-volume or complex loan portfolios
Prior experience mentoring junior staff

Personal Attributes

Proactive and solutions-focused
Client-centric mindset
Ability to work autonomously and as part of a team
Professional, reliable, and confidential in handling sensitive information

Senior Mortgage Broker Assistant (AU mortgage | MyCRM)