About this role
As a Mortgage Broker Assistant, you will support the end-to-end backend operations of the mortgage process, ensuring loan applications move smoothly from preparation to settlement. This includes managing CRM updates, document collection, application preparation, and lender follow-ups.
You will take ownership of the pipeline, proactively keeping deals on track while also supporting process improvements to help the business scale efficiently.
Company Profile:
Our client is an Australian-based boutique, client-first brokerage led by a single, highly experienced broker. They provide access to a wide range of lending solutions across multiple financial institutions, with a highly personalised approach that ensures each client receives tailored recommendations aligned with their goals, financial situation, and long-term plans.
As a single-broker growing business now expanding, they are growing their team in the Philippines and are looking for a Mortgage Broker Assistant to support the end-to-end backend operations of their lending process. This role will work directly and closely with the founder, providing hands-on support as their sole assistant in the business. As the business continues to grow, there may be opportunities to collaborate with additional team members down the track.
This is a great opportunity to join an early-stage business at ground level, gain exposure to the Australian mortgage industry, work closely alongside
Duties and Responsibilities:
Keep client and loan information updated and accurate in Connective MercuryManage the loan pipeline and make sure all applications are moving forward on timeFollow up on required documents and ensure everything is complete before submissionPrepare and organize loan applications based on lender requirementsCoordinate with lenders and other stakeholders for updates and follow-upsHandle post-settlement tasks, such as scheduling client check-ins (e.g., 6- and 12-month reviews, rate checks)Spot delays or issues early and take action to keep deals on trackHelp improve processes and workflows, especially within MercurySupport in organizing backend operations to make work more efficientProvide general admin support to keep daily operations running smoothly
Requirements
Must-have Skills / Qualifications:
Proven experience in the Australian mortgage broking industryStrong ownership mindset with the ability to work independentlyHighly organized with excellent attention to detailProactive and process-driven, with the ability to identify gaps and improve workflowsComfortable working in a growing business where systems are still being built
Advantageous Skills / Experience:
Hands-on experience with Connective Mercury CRM (strong advantage)