Mortgage Broker Assistant (Australian Mortgage)

Position : Mortgage Broker Assistant Salary : PHP 70,000 - 80,000/month Working Hours & Conditions : Aligned with Australian hours; full-time (remote) Holidays : AU Holidays ABOUT THE COMPANY : The client is a premier, client-focused mortgage brokerage headquartered in the Sutherland Shire, New South Wales, serving families and individuals across Australia. Operating as a trusted partner in the residential finance sector, the firm specializes in navigating the complexities of the mortgage market to deliver tailored lending solutions. With a core expertise in mortgage comparison, loan pre-approval, and strategic refinancing, the company leverages a robust network of over 30 lenders to ensure clients secure competitive rates and structures that align with their long-term financial goals. OVERVIEW : We are looking for a detail-oriented Mortgage Broker Assistant who can drive every deal from fact find through to settlement without broker involvement. RESPONSIBILITIES : Client Onboarding: Send fact find and document requests Document Collection: Chase and verify all required documents CRM Management: Maintain Broker Engine records and pipeline Application Prep: Data entry and submission notes Client Communication : Provide updates and follow-ups Submission: Lodge deals with lenders Lender Management: Follow-ups and conditions management Settlement: Coordinate files through to completion Pricing & Valuations: Run pricing requests and order valuations Dropbox & Files: Manage Dropbox and document organisation QUALIFICATIONS : Proficient in Broker Engine — preferred, used daily for CRM, pipeline management and AOL lodgement AOL proficiency to a high standard — must be able to lodge and manage applications independently without broker oversight Exposure to NMB aggregator compliance software advantageous (niche system, rare but valued) Credit awareness without being a credit analyst — able to identify red flags such as payslips missing YTD figures, bank statements outside acceptable age, or other document issues Highly organised with ownership of the pipeline — proactively keeps all files moving through stages without being prompted Capacity to lodge 1–2 applications per day (CRM and AOL) while managing all WIP files concurrently Excellent communication skills — liaises with bank assessors for MIRs, chases documents from clients, provides status updates, and coordinates with conveyancers on settlement matters Proactive problem-solver — anticipates issues and acts to keep deals progressing Attention to detail — broker should not need to check work before submission Strong time management — able to juggle and prioritise multiple files simultaneously Process-driven approach to file management Personable and client-centric — comfortable dealing with clients and bank contacts Experience working independently with minimal supervision