Mortgage Broker Assistant

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.

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 personalized 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, and work closely alongside the founder.

Duties and Responsibilities:

• Keep client and loan information updated and accurate in Connective Mercury
• Manage the loan pipeline and ensure all applications are moving forward on time
• Follow up on required documents and ensure everything is complete before submission
• Prepare and organize loan applications based on lender requirements
• Coordinate with lenders and other stakeholders for updates and follow-ups
• Handle 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 track
• Help improve processes and workflows, especially within Mercury
• Support in organizing backend operations to make work more efficient
• Provide general admin support to keep daily operations running smoothly

Requirements

Must-have Skills / Qualifications:

• Proven experience in the Australian mortgage broking industry
• Strong ownership mindset with the ability to work independently
• Highly organized with excellent attention to detail
• Proactive and process-driven, with the ability to identify gaps and improve workflows
• Comfortable working in a growing business where systems are still being built

Advantageous Skills / Experience:

• Hands-on experience with Connective Mercury CRM (strong advantage)