[Hiring] Mortgage Broker Assistant @Manila Recruitment

Role Description

As a Mortgage Broker Assistant, you will support the end-to-end backend operations of the mortgage process, ensuring loan applications move smoothly from preparation to settlement. This includes:

• Managing CRM updates
• Document collection
• Application preparation
• Lender follow-ups

You will take ownership of the pipeline, proactively keeping deals on track while also supporting process improvements to help the business scale efficiently.

Qualifications

• Proven experience in the Australian mortgage broking industry
• Strong ownership mindset with the ability to work independently
• Highly organized with excellent attention to detail
• Proactive and process-driven, with the ability to identify gaps and improve workflows
• Comfortable working in a growing business where systems are still being built

Requirements

• Keep client and loan information updated and accurate in Connective Mercury
• Manage the loan pipeline and make sure all applications are moving forward on time
• Follow up on required documents and ensure everything is complete before submission
• Prepare and organize loan applications based on lender requirements
• Coordinate with lenders and other stakeholders for updates and follow-ups
• Handle post-settlement tasks, such as scheduling client check-ins (e.g., 6- and 12-month reviews, rate checks)
• Spot delays or issues early and take action to keep deals on track
• Help improve processes and workflows, especially within Mercury
• Support in organizing backend operations to make work more efficient
• Provide general admin support to keep daily operations running smoothly

Benefits

• Opportunity to join an early-stage business at ground level
• Gain exposure to the Australian mortgage industry
• Work closely alongside the founder
• Potential opportunities to collaborate with additional team members as the business grows