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 to support client assessments and lending decisions
- Assess borrowing capacity and serviceability based on client financial position and lending criteria
- Analyse credit reports and supporting documents prior to submission
- Prepare and maintain accurate, compliant loan files with complete and high-quality data
- Input and validate client data in Quickli and CRM systems to support structuring and application workflows
- Support portfolio reviews and refinancing opportunities based on client position and market comparison
- Coordinate with the Managing Director and manage ad hoc tasks, including client setups, lead handling, and process improvements
Key Criteria
- At least years experience in Australian mortgage broking or banking
- Strong ability to interpret financial reports, tax documents, and income structures
- Exceptional attention to detail and data accuracy
- Confident written and verbal communication skills
- Experience supporting self‑employed or complex client scenarios
- Comfortable working independently while managing deadlines
- 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)
