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Mortgage Broker Assistant

Remote: 
Full Remote
Contract: 
Experience: 
Junior (1-2 years)
Work from: 

Offer summary

Qualifications:

Prior experience in AU mortgage processing or brokering required, Strong analytical skills and proficiency in financial assessment, Strong organizational skills and attention to detail.

Key responsabilities:

  • Assist clients in assessing financial situations for loan options
  • Manage loan application paperwork ensuring compliance
  • Coordinate with clients, lenders, and solicitors for processes
  • Communicate with clients from initial contact to post-settlement
  • Maintain and update loan files in the database
BruntWork logo
BruntWork Human Resources, Staffing & Recruiting SME https://www.bruntworkcareers.co/
501 - 1000 Employees
See more BruntWork offers

Job description

This is a remote position.

Schedule

Full-time positiion 9am to 6pm AEST (7:00 AM to 4:00 PM PHT) M-F


Role Overview

We are seeking a highly organized and detail-oriented Mortgage Broker Assistant to join our team in Sydney, NSW. This role is ideal for someone looking to advance their career in mortgage brokering with a progressive company. As a Mortgage Broker Assistant, you will manage and oversee all facets of the mortgage process from the initial client consultation to the final loan approval and settlement.


Our company specializes in providing tailored mortgage solutions. We are committed to delivering exceptional financial outcomes for our clients, supported by a team of dedicated professionals who thrive in a dynamic, supportive environment. As a progressive firm in the mortgage industry, we pride ourselves on our innovative approach to financial services and our commitment to both client satisfaction and employee development.

Job Description

Responsibilities:
  1. Assist in assessing clients' financial situations to determine suitable loan options
  2. Manage paperwork and documentation related to loan applications, ensuring compliance with financial laws and regulations
  3. Coordinate with clients, lenders, and solicitors to ensure a smooth process
  4. Handle all communication with clients from initial contact through post-settlement
  5. Maintain and update loan files in the database for ongoing management and follow-up
  6. Provide clients with timely and accurate financial advice and guidance
  7. Assist in the preparation and submission of loan applications to a variety of lenders
  8. Stay updated with the latest regulations and products in the mortgage industry


Requirements
  • Excellent communication and interpersonal skills
  • Strong organizational skills and attention to detail
  • Ability to manage multiple tasks efficiently and meet deadlines
  • Prior experience in AU mortgage processing or brokering is required.
  • Strong analytical skills and proficiency in financial assessment
  • Commitment to providing top-notch customer service


  • Required profile

    Experience

    Level of experience: Junior (1-2 years)
    Industry :
    Human Resources, Staffing & Recruiting
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Time Management
    • Verbal Communication Skills
    • Customer Service
    • Organizational Skills
    • Analytical Skills
    • Social Skills
    • Detail Oriented

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