The Mortgage Broker Support Officer will manage document workflows, perform compliance checks, and maintain accurate loan files in MyCRM. They will also assist with lender pricing, valuation requests, and provide regular progress updates to brokers and customers.
This is a remote position.
AU Mortgage Broker Support Officer (Remote)
About PeoplePartners
Great careers happen when great people have the right opportunities — and that’s what we’re all about at PeoplePartners.
As a Great Place to Work® certified company, we’ve built a people-first culture where talented professionals can do meaningful work, collaborate with Australian businesses, and grow their careers through genuine global exposure.
You’ll be part of a supportive, connected team that values great work, celebrates wins and gives people room to learn, contribute and progress.
If you’re ready to build your career without borders, you’ll feel right at home here.
Role Overview
Great mortgage support is often invisible when it’s done well.
Documents are exactly where they should be. Brokers know where every client stands. Customers aren’t left wondering. And those small details that could become big headaches? You’ve already caught them.
We’re looking for an AU Mortgage Broker Support Officer to remotely support one of our Australian clients and help keep brokers, customers and loan files moving in the right direction.
You’ll work across document management, data entry, compliance checks, lender pricing, valuations and customer follow-ups. You’ll be trusted to manage your workload, identify missing information, follow established processes and give brokers an accurate, current view of their clients’ progress.
If you know the Australian mortgage and lending environment and get genuine satisfaction from keeping everything accurate, organized and moving, this role could be a great fit.
Key Responsibilities
Download, cross-check, rename and correctly file client documents.
Enter and maintain accurate client and document information in MyCRM.
Review documentation against compliance requirements.
Confirm sensitive information, including TFNs and government numbers, is appropriately redacted.
Identify missing or incomplete documentation and follow up with customers.
Keep brokers updated on document and application progress through the shared Trello board.
Assist with lender pricing and valuation requests.
Manage documents and correspondence across shared inboxes, Google Drive and client-specific loan folders.
Maintain organized, accurate and current loan files.
Follow established mortgage support and compliance processes.
Manage competing priorities and complete work accurately and on time.
Participate in regular team and manager meetings.
Communicate clearly with brokers, customers and team members.
Requirements
Required Qualifications:
2+ years of relevant professional experience.
Understanding of the Australian mortgage industry and mortgage broker support processes.
Strong administration and document management skills.
High level of accuracy and attention to detail.
Ability to manage multiple priorities and meet deadlines.
Strong written and verbal communication skills.
Ability to build trusted relationships with customers and colleagues.
Strong problem-solving skills and willingness to take ownership of tasks.
Ability to work independently and as part of a team.
Self-motivated, resilient and disciplined when working autonomously.
Customer-focused approach with a commitment to quality service.
Preferred Qualifications:
Previous experience in the Australian lending or mortgage industry.
Previous administration or customer service support experience.
Certificate IV in Mortgage Broking.
Experience using Gmail and Google Docs.
Experience working with MyCRM, Trello and Google Drive.
Why Join PeoplePartners
Your next role should give you more than a list of tasks. At PeoplePartners, you’ll have the opportunity to build valuable international experience while working with an Australian business from home.
As part of our Great Place to Work® certified culture, you can look forward to an environment where people are supported, recognized and encouraged to grow. You’ll have opportunities to learn, strengthen your professional skills and develop your career while staying connected through team engagement activities and a collaborative people-first culture.
You’ll also enjoy the advantages of a remote work setup, giving you the opportunity to build an international career without the daily commute.
This is a role for someone who takes pride in getting the details right, enjoys helping people and wants their work to make life easier for brokers and their customers.
Know Australian mortgages? Love keeping loan files organized and moving? We’d love to hear from you. Apply today and tell us about the mortgage teams you’ve supported.
Work Details
Employment Type: Full Time
Work Setup: Fully Remote
Schedule: Monday–Friday
Hours: Day shift (AEST)
Benefits
Permanent Work-from-home setup.
Day Shift Schedule.
Company-provided equipment.
Secondary Wi-Fi Modem.
21 Leave Credits Annually - Leave benefits begin on Day 1.
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
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