Mortgage Broker Assistant

Mortgage Broker Assistant

Location: Remote (Indonesia)

Employment: Part-Time or Full-Time

Company: Virtual Xcellence

About Virtual Xcellence

Virtual Xcellence helps Australian businesses grow by providing dedicated offshore professionals from Indonesia and the Philippines. Our team members become valued extensions of our clients' businesses, providing reliable, high-quality support across a range of industries.

We are currently looking for a Mortgage Broker Assistant to support one of our Australian mortgage broking clients.

About the Role

As a Mortgage Broker Assistant, you will work closely with an Australian mortgage broker, providing administrative, loan processing, and client support throughout the entire home loan journey. You will play an important role in ensuring applications progress efficiently from enquiry through to settlement while delivering exceptional customer service.

This role is ideal for someone who is organised, proactive, detail-oriented, and eager to build a long-term career supporting Australian mortgage brokers.

Key ResponsibilitiesClient Support

• Communicate with clients via phone and email in a professional and friendly manner.
• Schedule appointments and manage broker calendars.
• Request, collect and follow up on outstanding client documentation.
• Keep clients informed throughout the loan application process.
• Prepare client files prior to broker appointments.

Mortgage Servicing & Loan Processing

• Support home loan applications from enquiry through to settlement.
• Prepare loan applications and supporting documentation for broker review.
• Enter and maintain accurate client information in MyCRM (LMG) and lender systems.
• Upload and organise supporting documents.
• Order property valuations and pricing requests where required.
• Monitor the progress of loan applications and follow up outstanding conditions.
• Liaise with lenders, solicitors, conveyancers, accountants, real estate agents and other stakeholders.
• Assist with refinances, loan variations, top-ups and post-settlement administration.
• Maintain detailed CRM notes and ensure client records remain accurate and up to date.
• Ensure all files meet Australian lending compliance and documentation requirements.

Administration

• Manage calendars and appointments.
• Organise digital files and documentation.
• Prepare reports, spreadsheets and general correspondence.
• Maintain accurate client records and databases.
• Assist with general administrative tasks as required.

Skills & ExperienceEssential

• Excellent written and spoken English.
• Strong attention to detail.
• Excellent organisational and time management skills.
• Ability to prioritise multiple tasks in a fast-paced environment.
• Professional communication and customer service skills.
• Proactive attitude with strong problem-solving skills.
• Ability to work independently and take initiative.
• Reliable internet connection and suitable home office.

Preferred

• Previous experience supporting an Australian mortgage broker.
• Experience using MyCRM (LMG) or similar mortgage CRM systems.
• Knowledge of Australian home loan and lending processes.
• Experience working with Australian lenders and loan documentation.
• Proficiency in Google Workspace and Microsoft Office.
• Previous administration or customer service experience.

What We Are Looking For

The ideal candidate is:

• Reliable and accountable.
• Friendly, professional and customer-focused.
• Highly organised with exceptional attention to detail.
• A confident communicator.
• Able to work independently while managing multiple priorities.
• Committed to delivering high-quality work.
• Eager to build a long-term career with Virtual Xcellence.