Offer summary

Qualifications:

Minimum 2 years of relevant experience in the Australian mortgage industry., Strong understanding of loan structuring, lender policies, and financial analysis., Proficiency in using MYCRM and AOL for loan application tracking and submissions., Excellent analytical, problem-solving, and communication skills..

Key responsabilities:

Assess and verify client income documents and calculate borrowing capacity.

Evaluate client financials and structure mortgage solutions in compliance with lender criteria.

Research and recommend suitable loan products from various lenders.

Maintain accurate records and process loan applications in CRM systems.

Job description

This is a remote position.

Job Overview

As we continue to expand, we are seeking an AU Mortgage Para-Broker to support our brokers in structuring deals, assessing financial risks, and ensuring smooth loan applications. As an AU Mortgage Para-Broker , you will play a key role in assessing client financials, structuring deals, and researching suitable lender options. Your expertise will ensure that applications are accurate, well-structured, and aligned with lender requirements, ultimately increasing approval success rates. This position is ideal for someone with strong financial analysis skills, attention to detail, and a passion for helping clients achieve their home ownership and investment goals.

Job Description

As an AU Mortgage Para-Broker, part of your tasks will include:

Financial Review & Analysis – Assess and verify income documents, calculate expenses, and determine borrowing capacity.
Risk Assessment & Deal Structuring – Evaluate client financials, structure mortgage solutions, and ensure compliance with lender criteria.
Credit Research – Investigate client credit history to identify potential risks or opportunities.
Lender Research & Recommendations – Compare loan products from different banks and shortlist the most suitable options for clients.
Loan Application Processing – Accurately input loan applications and financial details into CRM systems.
Servicing Calculations – Use lender tools to calculate serviceability and ensure clients meet lending criteria.
CRM & Data Entry – Maintain accurate records in MYCRM and other systems to track loan progress.
Valuations & Compliance – Manage valuation requests and ensure all compliance checks are met.

Requirements

Minimum 2 years of relevant experience in the Australian mortgage industry.
Experience working for an Australian Client/Business is required.
Mortgage Industry Knowledge – Strong understanding of loan structuring, lender policies, and financial analysis.
Technical Proficiency – Experience using:

MYCRM for loan application tracking
AOL (ApplyOnline) for submitting applications
Financial Analysis Tools for income assessment and servicing calculations

Analytical & Problem-Solving Skills – Ability to assess financials, identify risks, and structure suitable mortgage solutions.
Attention to Detail – High accuracy in document verification and data entry.
Communication & Coordination – Ability to liaise effectively with brokers, lenders, and clients.
Organizational Abilities – Strong time management skills to handle multiple applications and deadlines.

Preferably has experience working with mortgage brokers or in a financial services environment.
Familiarity with additional CRM or loan processing software.
A proactive, problem-solving mindset with a client-focused approach.

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary Wi-Fi Modem
21 Leave Credits
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
Work-Life Balance
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.