Senior Mortgage Broker Assistant (AU mortgage | MyCRM)

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

• 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

• 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

• 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

• 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
  
  

• 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

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

• 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