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Job Description: Mortgage Broker Assistant / Credit Assistant
Location: In Office Eastwood
Employment Type: Full Time
Hours: Monday Friday, 9:00 AM 6:00 PM AEST (Melbourne Time)
About Us
We are a busy, high-performance Mortgage Broking business based in [Location]. We pride ourselves on delivering exceptional outcomes for our clients, guiding them through the complex Australian lending landscape with ease. We are looking for a dedicated support person to become the right hand to our Lead Broker and ensure our operations run smoothly and efficiently.
The Role
You will manage the end-to-end loan processing journey, from handover to settlement. This includes packaging applications, lodging with lenders, and tracking progress.
Specific experience in Australian mortgage lending or credit assessment is required.
Key Responsibilities
- Client Onboarding & Document Collection: Collect and verify documents (pay slips, bank statements, ID) for lender compliance.
- Application Lodgement: Input data into CRM and aggregator software (e.g., Mercury/Podium/Flex) and lodge via ApplyOnline.
- File Packaging: Prepare compliance documents and serviceability calculators.
- Pipeline Management: Track loan applications, liaise with bank assessors and BDMs.
- Client Communication: Provide updates and maintain professional phone/email manner.
- Post-Settlement Care: Assist with settlement coordination and client care.
About You
- Experience: 12 years in Australian mortgage industry (Loan Processor, Credit Analyst, Broker Assistant).
- Lending Knowledge: Understanding of LVR, serviceability, and bank policies.
- Communication: Excellent English, confident phone skills.
- Tech Savvy: CRM systems, Microsoft Office, ApplyOnline experience preferred.
- Organisational Skills: Systematic approach, compliance focus.
- Attitude: Proactive problem-solver.
What We Offer
- Stability in a growing business.
- Mentorship from a top-performing Lead Broker.
- Modern systems and supportive culture.
Interview Questions (Technical & Behavioral)
- Income Verification
- Genuine Savings
- Living Expenses (HEM)
- Self-Employed Clients
- Process & Problem Solving scenarios
- Skills Test (Email Etiquette & Compliance Audit)
Join the A-Team and experience the A-Life!
