Mortgage Broker Assistant
Posted 18 days ago
You'll complete your application on Pear Tree.'s career site.
About the Role
We are seeking a hardworking and self-motivated Mortgage Broker Assistant for a completely remote position. You will assist with mortgage brokerage functions by overseeing the complete lifecycle of residential loans. From gathering initial documentation to reaching final settlement, you will serve as a primary contact for both borrowers and financial institutions to ensure efficient operations. This position suits a professional comfortable with high-speed environments and concurrent management of various loan files. By managing administrative duties and keeping precise records, you will support the Hiring Manager and improve team productivity. Candidates should be adept at using common industry software and capable of working independently in a remote setting. Over time, there are opportunities for professional advancement, including managing SMSF loan files and aiding in business growth efforts.
Requirements
- Demonstrable practical experience utilizing Connective as an aggregator and Nexus Mercury for CRM and loan management.
- Strong competency with the Apply Online system for lodge applications.
- In-depth knowledge of the end-to-end Australian residential mortgage process.
- Outstanding attention to detail to detect errors or omissions in documentation.
- Proactive, coachable approach with the ability to function independently.
- Excellent written English communication skills.
- Ability to maintain precision in a high-pressure, fast-paced work environment and resolve or escalate issues promptly.
- Experience with SMSF loan assessments, prior work for an individual mortgage broker, and familiarity with complex financial structures like self-employed business entities are preferred.
Responsibilities
- Oversee the complete residential loan lifecycle, including the collection, assessment, and submission of client documentation.
- Prepare and lodge applications via the Apply Online interface, monitor file status, and actively pursue any pending requirements.
- Communicate regularly with borrowers, lenders, and relevant parties to address and settle any complications during the process.
- Update and manage data accurately within the Mercury and Connective platforms.
- Handle SMSF loan documentation and processing, along with outreach to existing SMSF clients as you gain proficiency.
- Input data into Nexus and carry out initiatives for refinance outreach and re-engaging referral partners.
- Provide general administrative support to the Hiring Manager as required.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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