Mortgage Broker Support, AU
Posted 22 days ago
You'll complete your application on Pear Tree.'s career site.
About the Role
This remote position, located in the Philippines, involves supporting Australian brokers with their lending operations during standard Australian business hours. You will serve as a vital administrative partner, ensuring efficient loan processing and high compliance standards to help brokers improve client experiences. Your role focuses on backend efficiency, including file management and lender liaison, allowing brokers to prioritize growth and client engagement while you maintain an organized and accurate workflow.
Requirements
- Minimum of four years working in mortgage support, loan processing, or lending administration within the Australian financial sector.
- Comprehensive knowledge of the Australian home-loan application lifecycle, including the use of serviceability calculators and policy research tools.
- Technical proficiency in Mercury CRM, ApplyOnline, and the Mercury Marketing Hub.
- High level of precision when examining financial records to detect errors or discrepancies.
- Fluent written and spoken English for professional interactions with clients and partners.
- Strong professional discretion, the capacity to juggle competing deadlines, and the judgment to know when to involve the broker in an issue.
- Requirement for a stable home-office environment and the ability to work full-time according to Australian business hours.
Responsibilities
- Manage loan files from start to finish, including updating client information within Mercury CRM, organizing necessary paperwork, and tracking application progress.
- Prepare loan submissions by inputting data into ApplyOnline and lender platforms, while verifying that all documentation is accurately labeled and uploaded.
- Communicate regularly with clients to request missing information, provide administrative updates, and ensure all files remain complete.
- Assist brokers by performing policy research, comparing loan products, and summarizing findings for their evaluation.
- Uphold compliance standards by drafting Best Interests Duty notes, auditing disclosures, and ensuring all tasks meet privacy and marketing regulations.
- Track lender notifications and maintain detailed file notes to ensure the brokerage functions smoothly and proactively.
Benefits & Perks
- A full-time, remote working arrangement that follows a predictable, consistent schedule based on Australian business hours.
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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