Broker Assistant (AU Client - Remote)

You will be required to assist in all aspects of broker support and mortgage lifecycle management, which may at times extend beyond the duties listed below.

Managing the day-to-day loan processing and broker support functions, including following up on outstanding documentation, coordinating with lenders and clients, monitoring application progress, and ensuring a smooth and efficient experience from application through to settlement and post-settlement support.

This will require you to liaise with lenders, brokers, clients, solicitors, and third parties, manage requests for additional information, and ensure all loan files are maintained accurately and in line with compliance requirements. You will also be responsible for updating CRM systems, managing loan pipelines, and supporting brokers with administrative and operational tasks throughout the loan process.

Other responsibilities include but are not limited to:

• Assist brokers with the preparation, submission, and management of loan applications.
• Maintain and update CRM systems and aggregator platforms accurately.
• Monitor loan pipelines and ensure all milestones and deadlines are met.
• Follow up on outstanding conditions and supporting documents with clients and lenders.
• Coordinate with brokers, lenders, solicitors, and settlement teams.
• Order valuations, pricing requests, and supporting reports as required.
• Prepare and review loan documentation prior to submission.
• Submit applications through lender portals and loan lodgement systems.
• Track loan progress and provide timely updates to brokers, clients, and stakeholders.
• Ensure compliance with lender requirements and internal processes.
• Prepare and send client communications throughout the loan lifecycle.
• Assist with post-settlement follow-ups and ongoing client support.
• Use document management and e-signature tools (e.g., Google Workspace, Microsoft Office, DocuSign, Adobe Sign).
• Utilise workflow and task management tools to manage workload effectively.
• Maintain accurate file notes, records, and supporting documentation.
• Support brokers with general administrative and operational tasks as required.