[Hiring] Senior Mortgage Broker Assistant @D2B

Role Description

The Senior Mortgage Broker Assistant plays a critical role in supporting Mortgage Brokers by managing end-to-end loan processing, ensuring compliance with Australian lending regulations, and delivering a seamless experience for clients, lenders, and internal stakeholders. This role requires strong industry knowledge, attention to detail, and the ability to manage multiple loan files simultaneously with minimal supervision.

Responsibilities

• Loan Processing & Administration
  • Manage the end-to-end loan application process from submission to settlement
  • Prepare, review, and lodge loan applications with lenders
  • Conduct servicing calculations and preliminary assessments
  • Ensure loan files are complete, accurate, and compliant with lender and regulatory requirements
  • Track loan progress and proactively follow up with lenders, clients, conveyancers, and other third parties
• Client & Stakeholder Support
  • Act as a primary point of contact for clients throughout the loan process
  • Provide clear, professional updates to clients regarding application status
  • Liaise with lenders, valuers, solicitors, and settlement agents
  • Support Mortgage Brokers with client appointments, documentation, and post-settlement follow-ups
• Compliance & Quality Assurance
  • Ensure compliance with NCCP, ASIC, and responsible lending obligations
  • Maintain accurate client records and documentation in CRM systems
  • Assist with audits, compliance checks, and process improvements
  • Stay up to date with lender policies, credit guidelines, and industry changes
• Process Improvement & Team Support
  • Identify opportunities to improve workflows and operational efficiency
  • Mentor and support junior broker assistants where required
  • Contribute to the development of internal processes and best practices

Qualifications

• Minimum 3–5 years’ experience as a Mortgage Broker Assistant or similar role within the Australian mortgage industry
• Strong understanding of Australian lending products, policies, and processes
• Experience working with multiple lenders and aggregators
• High attention to detail and strong organisational skills
• Excellent written and verbal communication skills
• Ability to manage multiple loan files and meet deadlines
• Proficiency in CRM systems and loan lodgement platforms

Requirements

• Certificate IV in Finance and Mortgage Broking or equivalent
• Experience supporting high-volume or complex loan portfolios
• Prior experience mentoring junior staff

Personal Attributes

• Proactive and solutions-focused
• Client-centric mindset
• Ability to work autonomously and as part of a team
• Professional, reliable, and confidential in handling sensitive information