Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply between April 1 and June 30, 2026.
Overview of the Role
The Senior Mortgage Broking Assistant supports the mortgage broking team by managing complex loan applications and ensuring a smooth and timely process from submission to settlement. This role involves mentoring junior assistants, liaising with clients and lenders, and providing high-level administrative support.
Main duties include:
- Coordinate and manage complex loan applications, including document preparation and submission.
- Provide guidance and mentorship to junior mortgage broking assistants.
- Maintain communication with clients, lenders, settlement agents, and other stakeholders to ensure a seamless loan process.
- Manage post-settlement client care and follow-ups.
- Ensure compliance with relevant banking and lending regulations.
- Update and maintain CRM databases and other record-keeping systems.
- Assist with process improvements to enhance operational efficiency and client satisfaction.
Requirements
- Bachelor’s degree in Business, Finance, Accounting or related field.
- Proven experience in mortgage broking or a related financial services role, with at least 3 years in a similar position.
- Demonstrated ability to manage complex mortgage applications from start to finish.
- Strong leadership skills with experience mentoring junior staff.
- Excellent communication and interpersonal skills.
- High level of attention to detail and ability to work under pressure to meet deadlines.
- Proficiency with CRM systems such as MyCRM, ApplyOnline, or similar.
- Knowledge of various lending products including asset finance, cash flow lending, debtor finance, and property finance is preferred.
Benefits
- Salary increments on the 6th and 12th months, with annual performance appraisals
- 500K per incident HMO coverage + Dental & Optical benefits
- Career growth opportunities
- 2-week paid Christmas vacation
- 25K Educational Assistance
- Referral bonuses
- Leave encashments
- Company savings plan
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Skills Required
- Bachelor's degree in Business, Finance, Accounting or related field
- Proven experience in mortgage broking or related financial services role, with at least 3 years in a similar position
- Demonstrated ability to manage complex mortgage applications from start to finish
- Strong leadership skills with experience mentoring junior staff
- Excellent communication and interpersonal skills
- High level of attention to detail and ability to work under pressure to meet deadlines
- Proficiency with CRM systems such as MyCRM, ApplyOnline, or similar
- Knowledge of various lending products including asset finance, cash flow lending, debtor finance, and property finance
What We Do
We are an Australian company that has operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 250 of the most innovative and disruptive financial services firms across Australia. Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
