[Hiring] Assistant Mortgage Broker @D2B

Role Description

The Mortgage Broking Assistant provides end-to-end operational and administrative support to an Australian-based mortgage broking team. This is a specialized role requiring prior experience in mortgage processing and loan support — not a general VA or EA position.

• Assist brokers with end-to-end loan application processing
• Prepare and package loan files for submission to lenders
• Manage supporting documentation (ID, income, credit checks, serviceability docs)
• Conduct preliminary file checks to ensure completeness and compliance
• Liaise with lenders for updates, additional documents, and status tracking
• Monitor loan milestones from application through to settlement
• Experience with Pricing and Valuations
• Maintain and update broker CRM systems
• Work within aggregator platforms (e.g., ApplyOnline / equivalent aggregator systems)
• Ensure accurate data entry and record keeping
• Track loan pipeline and update status reports
• Communicate professionally via phone and email
• Liaise with brokers, lenders, solicitors, and other stakeholders
• Provide regular file updates to brokers
• Ensure files meet aggregator and lender compliance standards
• Maintain document integrity and version control
• Follow company-specific processes and regulatory requirements
• File preparation and organization
• Support brokers with ad hoc administrative tasks
• Assist with post-settlement documentation and archiving

Qualifications

• 2+ years’ experience in mortgage broking support OR loan processing
• Experience with Australian mortgage documentation and workflows
• Understanding of aggregator systems
• Hands-on experience in loan writing support or mortgage assistant role
• Experience working remotely or supporting offshore clients (preferred)

Requirements

• Experience using mortgage CRM systems
• Experience with aggregator platforms
• Proficient in Microsoft Office (Excel, Word, Outlook)
• Strong document management skills
• Ability to work with cloud-based tools

Soft Skills & Competencies

• High attention to detail
• Strong written and verbal English communication
• Ability to follow structured processes
• Self-managed and disciplined (remote environment)
• Proactive problem-solving ability

Performance Indicators (KPIs)

• Loan file accuracy rate
• Turnaround time for document collection and file submission
• CRM accuracy and data completeness
• Responsiveness to broker queries
• Compliance adherence rate
• File progression timelines

Additional Preferred Skills/Experiences (Not Required)

• Social Media & Marketing Support
• Creation and scheduling of social media content across Facebook, Instagram, and LinkedIn
• Graphic design support using tools such as Canva
• Setting up and managing event registrations via Eventbrite
• Assisting with email marketing campaigns
• Monitoring social media engagement and reporting on basic metrics
• Supporting the coordination of client events and webinars