My client is looking for a detail-oriented and client-focused Broker Assistant to support her finance broking business. This role is ideal for someone with experience in mortgage broking or lending operations, strong communication skills, and the ability to manage loan applications from intake to settlement and beyond.

Key Responsibilities:

↳ Client Service & Data Management – First point of contact for clients, liaising with brokers, lenders, and solicitors, ensuring smooth communication.
↳ Pre-Research & Loan Analysis – Reviewing client fact finds, conducting initial credit checks, and preparing product comparisons.
↳ Application Preparation & Processing – Managing loan checklists, application submissions, and client documentation.
↳ Lodgement to Settlement – Tracking applications, handling lender requests, and coordinating settlements.
↳ Post-Settlement & Ongoing Client Management – Managing rate reviews, post-settlement reconciliation, and client records.
↳ Maintenance Applications & Compliance Support – Assisting with discharge, switch forms, and compliance requirements.

Preferred Background:

✔ Experience in mortgage broking or lending operations
✔ Strong knowledge of financial products & lending processes
✔ Proficiency in Aggregator CRM & loan management systems

📩 If you’re interested, send your resume to [email protected]