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AU Mortgage Broker Support Officer (WFH) | ZR_1192_JOB

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Google Sheets
  • Ability To Meet Deadlines
  • Non-Verbal Communication
  • Collaboration
  • Multitasking
  • Time Management
  • Organizational Skills
  • Detail Oriented
  • Reliability

Roles & Responsibilities

  • At least 2+ years of experience in administrative, AU Mortgage, or broker support roles.
  • Experience using CRM systems and Google Workspace (Docs, Sheets, Drive).
  • Strong attention to detail and accuracy.
  • Ability to manage multiple tasks and meet deadlines.

Requirements:

  • Manage and organise client documents across FileInvite, CRM, and Google Drive.
  • Maintain accurate and up-to-date CRM records.
  • Follow compliance checklists to ensure documentation completeness.
  • Send follow-ups for missing or incomplete documents using templates.

Job description

This is a remote position.

AU Mortgage Broker Support Officer (Remote)

About PeoplePartners
  • At PeoplePartners, we don’t just match talent to jobs—we build careers that go places. As a Great Place to Work certified company, we’re all about people-first thinking, meaningful work, and real growth.
  • You’ll work with global clients, gain international exposure, and be part of a team that values collaboration, ownership, and continuous learning. We keep things human, fast-moving, and purpose-driven—because great work happens when people feel supported and inspired.
Role Overview
  • Behind every smooth loan approval is someone who made sure every detail lined up perfectly—that’s where you come in.
  • As a Broker Support Officer, you’ll be the engine room of the mortgage process, keeping files clean, compliant, and moving forward. You thrive in structure, love a good checklist, and bring order to what could easily become chaos.
  • This is where precision meets progress—and where your work directly keeps deals on track.
Key Responsibilities:
  • Manage and organise client documents across FileInvite, CRM, and Google Drive.
  • Download, rename, and upload files following naming conventions.
  • Maintain accurate and up-to-date CRM records.
  • Follow compliance checklists to ensure documentation completeness.
  • Send follow-ups for missing or incomplete documents using templates.
  • Track progress and updates using Trello or similar tools.
  • Support brokers with valuations, pricing requests, and administrative tasks.
  • Ensure all records and files are properly stored and accessible.

Requirements

Required Qualifications (Must-Have):
  • At least 2+ years of experience in administrative, AU Mortgage, or broker support roles.
  • Experience using CRM systems and Google Workspace (Docs, Sheets, Drive).
  • Strong attention to detail and accuracy.
  • Excellent organisational and time management skills.
  • Ability to manage multiple tasks and meet deadlines.
  • Strong written and verbal communication skills.
Preferred Qualifications:
  • Experience in mortgage, lending, or financial services.
  • Familiarity with FileInvite, Trello, or similar workflow tools.
Why Join PeoplePartners

At PeoplePartners, you’ll find more than just a role—you’ll find momentum.

  • Work with global clients in fast-growing industries.
  • Be part of a people-first culture that values respect and collaboration.
  • Access learning and development opportunities to grow your career.
  • Join a team that celebrates wins and supports each other.
  • Enjoy a work-from-home setup that supports focus and flexibility.
  • Thrive in a workplace that rewards consistency, reliability, and initiative.

If you’re ready to bring structure, accuracy, and impact to every file you handle—this is your opportunity to grow with us.

Work Details
  • Work Setup: Work From Home (PH-based).
  • Schedule: Monday to Friday (Day-shift).
  • Employment Type: Full-time.

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
  • Monthly Gift Voucher
  • Milestone Tokens (Birthday/Anniversary/Christmas).
  • A Life Beyond the Screen #WorkLifeBalance.
  • Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.

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