[Hiring] AU Mortgage Broker Support Officer @People Partners

Role Description

This is a remote position for an AU Mortgage Broker Support Officer. You will support one of our Australian clients and help keep brokers, customers, and loan files moving in the right direction.

• 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.

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.

Requirements

• 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.

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.