Support a boutique Australian mortgage brokerage by bringing structure, accuracy, and confidence to complex loan files.
The Opportunity
Join a growing Australian finance brokerage supporting high‑net‑worth and self‑employed clients with complex lending needs. This role suits someone who enjoys working behind the scenes, thrives on accuracy, and takes pride in delivering clean, reliable files that enable brokers to focus on client strategy and growth.
You'll play a key role in strengthening backend operations, improving loan turnaround times, and maintaining high compliance standards across the business.
Why Join Us
- Proudly Great Place to Work® certified
- Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties & more
- Grow with stability: 100+ in our 10-Year Club by 2025
- Competitive compensation with annual reviews
- Comprehensive medical care for you and your family
- Generous paid leave because work-life balance matters
- Level up with LinkedIn Learning and tailored training
- Flexible work setup
Staff Testimonial
Stepping out of your comfort zone opens a whole new world of opportunities for you. – Performance Manager, ASW Philippines
What You'll Do
- Review and interpret financial statements (tax returns, P&L, balance sheets) to support complex lending assessments
- Assess borrowing capacity and serviceability, particularly for self-employed and high-net-worth clients
- Analyse credit reports and supporting documentation to ensure submission readiness
- Prepare and maintain high-quality, lender-ready loan files with complete and accurate data
- Input and validate client data in Quickli and CRM systems to support structuring and application workflows
- Support refinancing and portfolio review opportunities based on client position and market comparison
- Work closely with the Managing Director on file structuring, client setups, and process improvements to enhance turnaround time and efficiency
Key Criteria
- At least 3 years experience in Australian mortgage broking or banking
- Strong ability to interpret financial statements, tax returns, and complex income structures (self-employed, multi-entity)
- Proven experience supporting non-standard or complex lending scenarios
- Exceptional attention to detail with a strong focus on data accuracy and compliance
- Ability to work independently with accountability for end-to-end file quality and deadlines
- Strong written and verbal communication skills
- Proficient in Microsoft Office and experienced or familiar with MyCRM, FileInvite, ApplyOnline, LoanApp, Quickli, OneDrive, Adobe, Cotality, ClickUp, and Zapier.
Work Setup
- Manila (BGC, Taguig): Australian hours (6:00 am – 3:00 pm / 7:00 A am - 4:00 pm pm PHT) with a hybrid setup (2 days onsite, 3 days remote) after a 6-month probation (full-time onsite)
