[Hiring] Mortgage Broker Assistant @Hunt St

Role Description

Looking for Philippines-based candidates

Job Role: Mortgage Broker Assistant

Compensation range: $1,500 AUD - $2,000 AUD / Monthly

Engagement type: Independent Contractor Agreement

Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time.

Role Overview: I am seeking a detail-oriented and proactive Mortgage Broker Assistant to support me as the broker, in delivering a seamless and efficient end to end loan application process. This role is essential in managing administrative tasks, liaising with clients and lenders, and ensuring compliance with Australian lending standards.

Key Responsibilities:

• Assist mortgage broker with the preparation and submission of loan applications
• Collect, review, and organize client documentation (e.g., income, expenses, identification)
• Understand documentation requirements and be able to identify when additional documents are required
• Liaise with clients, lenders, and third parties (e.g., solicitors, real estate agents)
• Track application progress and provide regular updates to clients and brokers
• Ensure all files meet compliance requirements under Australian regulations
• Maintain accurate records in CRM systems
• Schedule appointments and manage broker calendars
• Support post-settlement processes and client follow-ups

Qualifications

• Previous experience in mortgage broking, banking, or financial services (preferred)
• Understanding of Australian home loan processes and lender requirements
• Strong administrative and organizational skills
• Excellent communication and customer service abilities
• High attention to detail and accuracy
• Ability to manage multiple tasks and meet deadlines
• Proficiency in Microsoft Office and CRM systems (I use MyCRM and Broker Engine)
• Professional and client-focused approach
• Ability to work both independently and as part of a team
• Strong problem-solving skills

Work Arrangement & Expectations

This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to:

• Disclose any existing ongoing roles or client work
• Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)