[Hiring] Mortgage Broker Assistant and Loan Processor @D2B

Role Description

The Mortgage Broker Assistant & Loan Processor will serve as the primary administrative partner and operational backbone to a top-performing Mortgage Broker. In this high-impact position, you will own the end-to-end loan lifecycle—managing complete application packaging, active pipeline tracking, and broker inbox triage. This role requires an operations specialist who thrives in high-volume environments, maintains flawless precision under tight settlement deadlines, and delivers clear communication across clients, lenders, and key stakeholders.

Responsibilities

• Loan Packaging & Submissions:
  • Collect and audit client compliance documentation (payslips, tax returns, bank statements, identification)
  • Execute initial serviceability assessments
  • Accurately input data into aggregator CRMs
  • Submit complete application files via ApplyOnline
• Pipeline Management:
  • Monitor and drive loan applications from lodgement through to unconditional approval and final settlement
  • Proactively clear Lender More Information Required (MIR) requests/conditions
  • Order property valuations
  • Resolve processing bottlenecks
• Inbox & Executive Support:
  • Manage and triage the broker's primary email inbox
  • Draft clear, professional client updates
  • Execute routine home loan reviews
  • Maintain client relationships through automated and high-touch milestone updates
• Stakeholder Coordination:
  • Serve as the central point of contact between clients, lender credit assessors, solicitors, and real estate agents to ensure seamless file progression

Qualifications

• Minimum of 2+ years of direct experience in Australian mortgage processing or broker support operations
• Hands-on proficiency with ApplyOnline and leading Australian aggregator CRMs (e.g., Salestrekker, MyCRM, Mercury, or Flex)
• Firm grasp of Australian lender checklists, serviceability metrics, desk-side credit policies, and NCCP guidelines
• Exceptional written and verbal English communication skills, with demonstrated ability to manage client inbox delegation and push lender escalations effectively

Preferred

• Prior experience directly supporting a high-volume broker ($40M+ annual loan volume)
• Formal qualifications in Financial Services (e.g., Certificate IV or Diploma in Finance and Mortgage Broking)
• Proven track record of successfully managing complex self-employed, commercial, or multi-property investor portfolios

What You’ll Bring

• Meticulous Attention to Detail: An uncompromising standard for document compliance and accurate data entry that minimizes credit assessor inquiries and application re-work
• Proactive Ownership: A forward-thinking operational approach that anticipates lender requests, eliminates pipeline stalls, and keeps clients informed at every stage
• Agility & Organization: Superior time-management skills to prioritize urgent lodgements while systematically maintaining daily pipeline flow
• Client-First Mindset: High empathy and professionalism when representing the broker, ensuring every client experiences prompt, clear, and reassuring communication