Mortgage Broker Assistant & Loan Processor

The company is a premier Australian mortgage brokerage dedicated to delivering tailored financial solutions and exceptional client outcomes. Built on a foundation of integrity, efficiency, and market expertise, the firm assists clients in navigating complex lending landscapes with confidence. As part of a targeted growth strategy to scale annual production from $40M to over $80M+, the company is expanding its dynamic operational team to maintain industry-leading service standards and rapid settlement turnaround times.

The Role

The Mortgage Broker Assistant & Loan Processor will serve as the primary administrative partner and operational backbone to a top-performing Mortgage Broker. In this high-impact position, you will own the end-to-end loan lifecycle—managing complete application packaging, active pipeline tracking, and broker inbox triage. This role requires an operations specialist who thrives in high-volume environments, maintains flawless precision under tight settlement deadlines, and delivers clear communication across clients, lenders, and key stakeholders.

Key Responsibilities

• Loan Packaging & Submissions: Collect and audit client compliance documentation (payslips, tax returns, bank statements, identification); execute initial serviceability assessments; accurately input data into aggregator CRMs; and submit complete application files via ApplyOnline.
• Pipeline Management: Monitor and drive loan applications from lodgement through to unconditional approval and final settlement; proactively clear Lender More Information Required (MIR) requests/conditions; order property valuations; and resolve processing bottlenecks.
• Inbox & Executive Support: Manage and triage the broker's primary email inbox; draft clear, professional client updates; execute routine home loan reviews; and maintain client relationships through automated and high-touch milestone updates.
• Stakeholder Coordination: Serve as the central point of contact between clients, lender credit assessors, solicitors, and real estate agents to ensure seamless file progression.

Requirements

• Industry Experience: Minimum of 2+ years of direct experience in Australian mortgage processing or broker support operations.
• Platform Expertise: Hands-on proficiency with ApplyOnline and leading Australian aggregator CRMs (e.g., Salestrekker, MyCRM, Mercury, or Flex).
• Regulatory & Credit Knowledge: Firm grasp of Australian lender checklists, serviceability metrics, desk-side credit policies, and NCCP guidelines.
• Communication: Exceptional written and verbal English communication skills, with demonstrated ability to manage client inbox delegation and push lender escalations effectively.

Preferred

• Prior experience directly supporting a high-volume broker ($40M+ annual loan volume).
• Formal qualifications in Financial Services (e.g., Certificate IV or Diploma in Finance and Mortgage Broking).
• Proven track record of successfully managing complex self-employed, commercial, or multi-property investor portfolios.

What You’ll Bring

• Meticulous Attention to Detail: An uncompromising standard for document compliance and accurate data entry that minimizes credit assessor inquiries and application re-work.
• Proactive Ownership: A forward-thinking operational approach that anticipates lender requests, eliminates pipeline stalls, and keeps clients informed at every stage.
• Agility & Organization: Superior time-management skills to prioritize urgent lodgements while systematically maintaining daily pipeline flow.
• Client-First Mindset: High empathy and professionalism when representing the broker, ensuring every client experiences prompt, clear, and reassuring communication.