AU Mortgage Broker Assistant; myCRM

Position:
Mortgage Broker Assistant

Salary: PHP 60,000 - 75,000 per month

Working Hours & Conditions:
Aligned with Australian hours; full-time - remote

Holidays:
Observing Australian National and state-specific holidays

We’re looking for an experienced Mortgage Broker Assistant to take full ownership of the operational lifecycle of client loan files. Acting as the Principal Broker’s operational right-hand, you will drive the administrative, compliance, and processing engine of the business—from initial client document collection through to settlement coordination. This long-term career opportunity is tailored for a proactive, highly organized professional who thrives on managing complex loan pipelines and delivering exceptional quality control in a client-centric environment.

• End-to-End File Processing & Lodgement:
  Prepare, structure, and submit loan applications through Apply Online (AOL), ensuring complete accuracy and compliance before submission.
• Serviceability & Credit Analysis:
  Run initial serviceability assessments using Quickli and individual lender servicing calculators; review lender policies to flag potential credit issues early.
• Document Management & Quality Control:
  Issue client welcome packs, collect and review financial documentation for accuracy, and maintain organized, audit-ready client files.
• Pipeline & Conditions Management:
  Monitor pipeline status, submit pricing requests, order property valuations, and proactively resolve outstanding lender conditions to prevent delays.
• Stakeholder Coordination:
  Maintain clear, professional communication with clients, lenders, Business Development Managers (BDMs), conveyancers, and solicitors throughout the loan process.
• Settlement Execution:
  Coordinate pre-settlement and settlement logistics, verifying that all financial requirements are fulfilled for a smooth settlement day.
• Practice Administration & CRM Maintenance:
  Manage the Principal Broker’s calendar, appointments, and daily tasks while keeping the CRM continuously updated.

• Australian Market
  
  Experience:
  
  Minimum 2+ years of direct experience as an offshore Mortgage Broker Assistant supporting Australian mortgage brokers.
• Software & Tool Proficiency:
  Advanced, hands-on experience using myCRM, Apply Online (AOL), Quickli, lender servicing calculators, and major Australian lender portals.
• Credit & Policy Knowledge:
  Strong understanding of Australian mortgage lending criteria, standard lender policies, compliance guidelines, and supporting document requirements.
• Communication
  
  Skills:
  
  Exceptional written and verbal English communication skills, with the confidence to interact directly with clients and external stakeholders.
• Detail & Process-Oriented:
  Exceptional organizational skills, high attention to detail, and a track record of managing a high-volume pipeline without missing deadlines.