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The role involves managing the full lifecycle of mortgage applications, from initial preparation to settlement and post-settlement follow-up. You will coordinate with clients and lenders to ensure documentation is verified and application approvals are expedited.
Role Summary
This role owns the preparation and management of mortgage applications across the full lifecycle, from initial application through to settlement and post-settlement follow-up. Day to day, you will review and prepare loan applications, collect and verify documentation from clients and third parties, and liaise with lenders to keep files moving and expedite approvals. The role works closely with the broker in a small, growing team, and suits someone who can work independently and hit the ground running!
Key Responsibilities
Assist the broker in reviewing and preparing loan applications
Collect and verify necessary documentation from clients and third parties
Communicate with lenders to monitor application status and expedite approvals
Respond to client inquiries and provide timely updates on application progress
Manage applications through to settlement and conduct post settlement check-ins with clients
Maintain compliance with industry regulations and company policies
Work through a steady pipeline of files to keep processing on track
Support the team with administrative tasks related to loan processing as required
What We Are Looking For
Minimum 2 years' experience in an Australian mortgage broking support role
Strong understanding of Australian mortgage processes and lender requirements
Proficiency with CRM systems, Microsoft Office, and Google Workspace, with Infynity CRM and ApplyOnline is nice to have but not essential
Able to work independently and hit the ground running with minimal onboarding
Strong attention to detail and time management skills
Proficient written and verbal communication skills
Ability to work collaboratively within a team environment
Bachelor's degree preferred
Requirements
Stable work-from-home setup (reliable internet, laptop/desktop, quiet workspace)
Proactive attitude, able to follow up clients, lenders, and third parties without being prompted
Able to manage a steady workload and turn files around promptly
Benefits
Full-time, work-from-home
Stability and the chance to grow with an expanding mortgage broking business
Direct support and close collaboration with the broker
A small, hands-on team where your work has visible impact
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