AU Mortgage Broker Support Officer; WFH ZR__JOB
Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-10-02
San Jose, Santa Clara County, California, 95199, USA
Listing for:
Zohorecruit
Remote/Work from Home
position Listed on 2026-10-02
Job specializations:
-
Finance & Banking
Mortgage Loan Originator / Advisor, Loan Servicing, Banking Operations, Banking & Finance
Job Description & How to Apply Below
AU Mortgage Broker Support Officer (WFH) | _JOB
AU Mortgage Broker Support Officer (Remote)
About People Partners
- Great careers happen when great people have the right opportunities — and that’s what we’re all about at People Partners .
- As a Great Place to Work® certified company , we’ve built a people-first culture where talented professionals can do meaningful work, collaborate with Australian businesses, and grow their careers through genuine global exposure.
- You’ll be part of a supportive, connected team that values great work, celebrates wins and gives people room to learn, contribute and progress.
- If you’re ready to build your career without borders, you’ll feel right at home here.
- Great mortgage support is often invisible when it’s done well.
- Documents are exactly where they should be. Brokers know where every client stands. Customers aren’t left wondering. And those small details that could become big headaches? You’ve already caught them.
- We’re looking for an AU Mortgage Broker Support Officer to remotely support one of our Australian clients and help keep brokers, customers and loan files moving in the right direction.
- You’ll work across document management, data entry, compliance checks, lender pricing, valuations and customer follow-ups. You’ll be trusted to manage your workload, identify missing information, follow established processes and give brokers an accurate, current view of their clients’ progress.
- If you know the Australian mortgage and lending environment and get genuine satisfaction from keeping everything accurate, organized and moving, this role could be a great fit.
- Download, cross-check, rename and correctly file client documents.
- Enter and maintain accurate client and document information in MyCRM .
- Review documentation against compliance requirements.
- Confirm sensitive information, including TFNs and government numbers, is appropriately redacted.
- Identify missing or incomplete documentation and follow up with customers.
- Keep brokers updated on document and application progress through the shared Trello board.
- Assist with lender pricing and valuation requests.
- Manage documents and correspondence across shared inboxes, Google Drive and client-specific loan folders.
- Maintain organized, accurate and current loan files.
- Follow established mortgage support and compliance processes.
- Manage competing priorities and complete work accurately and on time.
- Participate in regular team and manager meetings.
- Communicate clearly with brokers, customers and team members.
Required Qualifications:
- 2+ years of relevant professional experience.
- Understanding of the Australian mortgage industry and mortgage broker support processes.
- Strong administration and document management skills.
- High level of accuracy and attention to detail.
- Ability to manage multiple priorities and meet deadlines.
- Strong written and verbal communication skills.
- Ability to build trusted relationships with customers and colleagues.
- Strong problem-solving skills and willingness to take ownership of tasks.
- Ability to work independently and as part of a team.
- Self-motivated, resilient and disciplined when working autonomously.
- Customer-focused approach with a commitment to quality service.
- Previous experience in the Australian lending or mortgage industry .
- Previous administration or customer service support experience.
- Certificate IV in Mortgage Broking .
- Experience using Gmail and Google Docs .
- Experience working with MyCRM, Trello and Google Drive .
- Your next role should give you more than a list of tasks. At People Partners , you’ll have the opportunity to build valuable international experience while working with an Australian business from…
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