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.
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𝗣𝗲𝗼𝗽𝗹𝗲𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 - 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗢𝗳𝗳𝘀𝗵𝗼𝗿𝗲 𝗦𝘁𝗮𝗳𝗳𝗶𝗻𝗴 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀Our mission is to partner with leaders to scale businesses worldwide, offering tailored offshore solutions that tap into a global talent pool to deliver efficiency and outstanding performance.𝗪𝗵𝘆 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝘁𝗵 𝘂𝘀?• 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗧𝗮𝗹𝗲𝗻𝘁 𝗳𝗼𝗿 𝗛𝗶𝗴𝗵 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: Handpicked top talent aligns with your specific needs for optimal results.• 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Accelerate your growth with our bespoke offshore teams.• 𝗜𝗻𝘀𝗽𝗶𝗿𝗶𝗻𝗴 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗟𝗼𝘆𝗮𝗹𝘁𝘆: We fuel loyalty, promoting high retention rates via unique employee engagement programs.• 𝗨𝗻𝗺𝗮𝘁𝗰𝗵𝗲𝗱 𝗦𝗮𝘃𝗶𝗻𝗴𝘀: Save up to 70% on labor costs with our transparent pricing.• 𝗦𝗲𝗰𝘂𝗿𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Leverage our seasoned professionals' advanced tech skills for robust security and seamless delivery.• 𝗔𝗱𝗮𝗽𝘁𝗮𝗯𝗹𝗲 𝗪𝗼𝗿𝗸 𝗠𝗼𝗱𝗲𝗹𝘀: Embracing a "Remote-First, Client-Centric" approach, we flexibly offer remote, hybrid, or office-based models to match your preferences, championing your needs in the ever-evolving business landscape.• 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: We ensure smooth offshore operations with comprehensive management, administrative support, and regulatory services.PeoplePartners is a global force in shaping the future of work, unlocking growth, and delivering extraordinary results. Are you ready to leverage global talent for exceptional performance and significant cost savings? Partner with us and watch your business transcend borders and exceed expectations. 𝗖𝗼𝗻𝘁𝗮𝗰𝘁:🏢 Level 6 / 316 Adelaide Street Brisbane, Queensland 4000📧 info@peoplepartnersbpo.com📞1300 309 484
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.
Required profile
Experience
Spoken language(s):
English
Check out the description to know which languages are mandatory.