Offer summary

Qualifications:

2+ years of experience in admin, finance, or mortgage operations., Strong English communication skills, both written and verbal., Proficient in Microsoft 365 and CRM systems like BrokerEngine and FLEX., Highly organized, detail-oriented, and a proactive problem-solver..

Key responsibilities:

Upload documents and send templated emails to clients and third parties.

Follow up on loan applications and track their progress.

Assist with approvals and settlements while keeping client records organized.

Ensure mortgage applications are accurate and compliant throughout the process.

Job description

This is a remote position.

AU Mortgage Broker's Assistant (Remote)

Are you ready to dive into the world of mortgage finance while working from the comfort of your home? PeoplePartners is seeking a dynamic AU Mortgage Broker's Assistant to support one of our amazing clients in their mission to help people achieve their home ownership dreams.

Background

At PeoplePartners, we’re all about helping our clients deliver exceptional mortgage experiences. As an AU Mortgage Broker's Assistant, you’ll play a key role in keeping things moving smoothly—from uploading documents to assisting with approvals.

About the Role

You’ll be the behind-the-scenes hero who ensures loan applications are accurate, compliant, and on track. Expect to liaise with clients, brokers, and third parties to get the job done.

Your Key Responsibilities:

Upload documents and send templated emails.
Follow up with clients and third parties.
Order valuations and track applications.
Update file stages and support compliance tasks.
Assist with approvals and settlements.
Keep client records and systems organized.

Requirements

About YOU

2+ years’ experience in admin, finance, or mortgage operations.
Strong English communication skills (written and verbal).
Proficient with Microsoft 365 and CRM systems (BrokerEngine, FLEX, ApplyOnline).
Highly organized, detail-oriented, and tech-savvy.
A proactive problem-solver who loves getting things done.
Able to work independently while collaborating with remote teams.

About YOUR Work History

You’ve supported mortgage brokers or financial professionals, handling document management, CRM systems, and liaising with clients.

About the Culture YOU Thrive In

We love a team that’s collaborative, fun, and supportive. You’ll fit right in if you value open communication, direct feedback, and celebrating wins together.

Key Responsibilities YOU Can’t Wait to Do

Keep mortgage applications on track from start to finish.
Be the go-to for document management and file updates.
Ensure clients feel supported and informed.

How YOU Will Be Measured

Accuracy and timeliness of document processing.
Smooth progress of applications and settlements.
Positive feedback from brokers and clients.

When & Where YOU Will Work

Monday to Friday ; Day-shift (ACST).
100% Work-from-Home (WFH) with provided equipment.

Ready to jumpstart your mortgage support career? Apply now and join PeoplePartners in helping clients achieve their dreams!

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary Wi-Fi Modem
21 Leave Credits Annually - Leave benefits begin on Day 1.
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.