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Mortgage Broker Assistant

D2B
Posted 3 weeks ago
🇵🇭Philippines🏠Remote📁Other
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Position : Mortgage Broker Assistant Salary : PHP 70,000 - 75,000/month Working Hours & Conditions : Aligned with Australian hours; full-time (remote) Holidays: AU Holidays ABOUT THE COMPANY : Illumina Finance is a specialized commercial mortgage brokerage and financial consultancy based in Sydney, Australia. The firm serves as a strategic intermediary for sophisticated property investors and developers, focusing on complex commercial lending and debt advisory. With a deep understanding of the Australian credit market, they provide tailored funding solutions for commercial acquisitions, construction projects, and specialized asset classes. Their approach centers on navigating the intricacies of non-bank and institutional lending to secure competitive capital structures for high-net-worth clients and corporate entities. OVERVIEW : We are seeking a highly experienced Mortgage Broker Assistant to serve as the backbone of back-office operations. This is a critical "plug-and-play" role designed for a professional who can manage the end-to-end loan pipeline with precision, allowing the Principal Broker to focus exclusively on strategic sales and client-facing advisory. RESPONSIBILITIES : End-to-End Loan Processing : Manage the full lifecycle of a loan from initial application through to settlement, ensuring all milestones are met with strict adherence to deadlines. Platform Management : Expertly utilize MyCRM and Apply Online to input data, track applications, and maintain immaculate digital records. Operational Coordination : Proactively order property valuations and initiate pricing requests with lenders to secure the most competitive outcomes for clients. Compliance & Documentation : Review and package loan documents to ensure 100% accuracy and compliance with lender requirements and Australian credit regulations. Stakeholder Liaison : Act as a primary point of contact for lenders, solicitors, and real estate agents to resolve queries and expedite approvals. Client Communication : Provide proactive, professional updates to clients in impeccable English, ensuring a world-class customer service experience. Pipeline Oversight: Monitor the workflow to identify potential bottlenecks, ensuring no file sits idle and maintaining a high conversion rate from submission to settlement. QUALIFICATIONS : Industry Experience: Minimum 2–3 years of direct experience in an Australian Mortgage Broker Support or Loan Processing role. Immediate Readiness: Must be able to "hit the ground running" with minimal training investment required. Technical Proficiency: Advanced, hands-on experience with MyCRM and Apply Online is mandatory. Process Knowledge: Comprehensive understanding of the Australian lending landscape, specifically the valuation and pricing request workflows. Communication: Exceptional verbal and written English skills; ability to represent the firm professionally to high-net-worth clients and institutional lenders. PREFERRED SKILLS (nice to have) : Strong analytical skills with an eye for detail regarding credit policy nuances. Experience across a diverse lender panel (Major Banks vs. Boutique/Non-conforming lenders). High level of digital literacy and an interest in optimizing back-office efficiency.

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