Mortgage Broker Assistant

Brief:

CC.Talent is looking for a Mortgage Broker Assistant with strong experience in supporting mortgage brokers through administrative excellence, efficient loan processing, and seamless client coordination. The ideal candidate has a proven background in mortgage documentation, compliance, and lender communication, ensuring every step of the loan process runs smoothly. This role is perfect for someone who thrives in a fast-paced environment, is highly organized, and is committed to delivering exceptional client service..

Ideal candidate will be supporting an Australian client accredited by the Mortgage & Finance Association of Australia (MFAA), which upholds a strict Code of Practice requiring professionalism, ethical behaviour, transparency, and an unwavering commitment to clients.

About the Client:

Our client is a modern, professional finance broking firm dedicated to serving regional communities with tailored lending solutions. With a deep understanding of local needs and aspirations, they specialize in arranging finance that aligns with each client's cash flow, tax position, and long-term objectives. Their experienced team is committed to delivering a seamless, stress-free experience—navigating complex financial options with expertise and clarity. Focused on building lasting relationships, they help individuals and businesses achieve their financial goals with confidence and ease.

Responsibilities:

Loan Application Support & Processing

• Assist in gathering and verifying client documents (e.g., income statements, credit reports, bank statements).

• Prepare and submit loan applications to lenders, ensuring accuracy and compliance.

• Follow up with banks, lenders, and clients to track loan progress and request additional information if needed.

• Maintain an organized CRM system with updated loan statuses and client records.

Client & Lender Communication

• Serve as the primary point of contact for clients, answering inquiries and providing updates.

• Coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals.

• Educate clients on the mortgage process, assisting with any concerns or questions.

Compliance & Documentation

• Ensure all documentation is complete and compliant with regulatory and lender guidelines.

• Conduct preliminary assessments to determine client eligibility and loan options.

• Stay up to date with industry regulations and lending policies to maintain compliance.

Administrative & Support Tasks

• Schedule appointments and manage the mortgage broker’s calendar.

• Prepare and send loan estimates, disclosures, and follow-up emails.

• Assist in marketing efforts, such as updating client databases, newsletters, and social media.

• Minimum 4+ years of hands-on experience in Australian mortgage broking support or back-office loan processing.

• Solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators (e.g., AFG, Connective, PLAN Australia, FAST).

• Experienced in handling full loan life cycle – from document collection and compliance checks to settlement coordination.

• Familiar with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.

• Strong command of Microsoft Office Suite and cloud collaboration tools (e.g., Google Workspace, Dropbox).

• Confident navigating VOIP tools like Zoom Phone, RingCentral, or 3CX for client and lender communication.

• WIth 4+ yrs experience in Australian lending, knowledge of this is expected.

• Proven ability to conduct preliminary assessments and identify loan options based on income and financial documentation.

• Exceptional document management skills with high attention to detail and accuracy.

• Strong follow-up processes to ensure timely responses from lenders, clients, and third parties.

• Fluent in professional English (written and verbal) with the ability to communicate confidently with Australian clients and stakeholders.

• Friendly, client-focused, and capable of managing expectations with care and clarity.

• Able to build rapport, explain mortgage processes simply, and manage multiple active loan files 

• Reliable high-speed internet with backup connection.

• Quiet home office environment conducive to professional communication and confidentiality.

• Availability to work AEST/ACST hours (aligned with South Australia business times).

• Bachelor’s degree in Finance, Business Administration, Accounting, or a related field (preferred but not essential with strong industry experience).