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AU Mortgage Broker Support Officer (WFH) | ZR_1367_JOB

Role overview

Qualifications

  • 2+ years of relevant professional experience.
  • Understanding of the Australian mortgage industry and mortgage broker support processes.
  • Strong administration and document management skills.
  • High level of accuracy and attention to detail.

Responsibilities

  • Download, cross-check, rename and correctly file client documents.
  • Enter and maintain accurate client and document information in MyCRM.
  • Review documentation against compliance requirements.
  • Confirm sensitive information is appropriately redacted.

Key facts

Hard skills

Other skills

  • Organizational Skills
  • Detail Oriented
  • Communication
  • Problem Solving
  • Teamwork
  • Time Management
  • Self-Motivation

About the company

PeoplePartners Inc. logo

PeoplePartners Inc.

Outsourcing & Offshoring

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

Company details

IndustryOutsourcing & Offshoring
Company size201 - 500

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Job description

This is a remote position.

AU Mortgage Broker Support Officer (Remote)
About PeoplePartners
  • Great careers happen when great people have the right opportunities — and that’s what we’re all about at PeoplePartners.
  • As a Great Place to Work® certified company, we’ve built a people-first culture where talented professionals can do meaningful work, collaborate with Australian businesses, and grow their careers through genuine global exposure.
  • You’ll be part of a supportive, connected team that values great work, celebrates wins and gives people room to learn, contribute and progress.
  • If you’re ready to build your career without borders, you’ll feel right at home here.

Role Overview

  • Great mortgage support is often invisible when it’s done well.
  • Documents are exactly where they should be. Brokers know where every client stands. Customers aren’t left wondering. And those small details that could become big headaches? You’ve already caught them.
  • We’re looking for an AU Mortgage Broker Support Officer to remotely support one of our Australian clients and help keep brokers, customers and loan files moving in the right direction.
  • You’ll work across document management, data entry, compliance checks, lender pricing, valuations and customer follow-ups. You’ll be trusted to manage your workload, identify missing information, follow established processes and give brokers an accurate, current view of their clients’ progress.
  • If you know the Australian mortgage and lending environment and get genuine satisfaction from keeping everything accurate, organized and moving, this role could be a great fit.

Key Responsibilities

  • Download, cross-check, rename and correctly file client documents.
  • Enter and maintain accurate client and document information in MyCRM.
  • Review documentation against compliance requirements.
  • Confirm sensitive information, including TFNs and government numbers, is appropriately redacted.
  • Identify missing or incomplete documentation and follow up with customers.
  • Keep brokers updated on document and application progress through the shared Trello board.
  • Assist with lender pricing and valuation requests.
  • Manage documents and correspondence across shared inboxes, Google Drive and client-specific loan folders.
  • Maintain organized, accurate and current loan files.
  • Follow established mortgage support and compliance processes.
  • Manage competing priorities and complete work accurately and on time.
  • Participate in regular team and manager meetings.
  • Communicate clearly with brokers, customers and team members.

Requirements

Required Qualifications:
  • 2+ years of relevant professional experience.
  • Understanding of the Australian mortgage industry and mortgage broker support processes.
  • Strong administration and document management skills.
  • High level of accuracy and attention to detail.
  • Ability to manage multiple priorities and meet deadlines.
  • Strong written and verbal communication skills.
  • Ability to build trusted relationships with customers and colleagues.
  • Strong problem-solving skills and willingness to take ownership of tasks.
  • Ability to work independently and as part of a team.
  • Self-motivated, resilient and disciplined when working autonomously.
  • Customer-focused approach with a commitment to quality service.

Preferred Qualifications:

  • Previous experience in the Australian lending or mortgage industry.
  • Previous administration or customer service support experience.
  • Certificate IV in Mortgage Broking.
  • Experience using Gmail and Google Docs.
  • Experience working with MyCRM, Trello and Google Drive.

Why Join PeoplePartners

  • Your next role should give you more than a list of tasks. At PeoplePartners, you’ll have the opportunity to build valuable international experience while working with an Australian business from home.
  • As part of our Great Place to Work® certified culture, you can look forward to an environment where people are supported, recognized and encouraged to grow. You’ll have opportunities to learn, strengthen your professional skills and develop your career while staying connected through team engagement activities and a collaborative people-first culture.
  • You’ll also enjoy the advantages of a remote work setup, giving you the opportunity to build an international career without the daily commute.
  • This is a role for someone who takes pride in getting the details right, enjoys helping people and wants their work to make life easier for brokers and their customers.

Know Australian mortgages? Love keeping loan files organized and moving? We’d love to hear from you. Apply today and tell us about the mortgage teams you’ve supported.

Work Details

  • Employment Type: Full Time
  • Work Setup: Fully Remote
  • Schedule: Monday–Friday
  • Hours: Day shift (AEST)

Benefits

  • Permanent Work-from-home setup.
  • Day Shift Schedule.
  • 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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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