About Our Client
Our client is a highly respected mortgage broking firm, dedicated to helping individuals and families achieve their financial goals—whether that’s purchasing their first home, building an investment portfolio, or restructuring finances to get ahead. Their approach is built on solutions that make securing finance seamless and stress-free.

At the core of their success is a commitment to long-term client relationships, with many returning as their financial needs evolve. They are now proud to serve the next generation, as the children of past clients turn to them for expert guidance in taking their first steps towards homeownership and investment.

Led by a qualified Chartered Accountant with over 20 years’ experience in tax, finance, and lending, this team takes a big-picture approach to financial success. Their reputation for strategic planning, industry expertise, and a client-first mindset makes them a leader in their field.

The Opportunity
As the business continues to grow, our client is looking for a Broker Assistant to support their expanding mortgage broking team. This role is ideal for someone with experience in mortgage broking or lending operations, who thrives in a fast-paced, client-focused environment.

Why You’ll Love This Role:
➙ Work with industry experts – Gain valuable insights from experienced professionals.
➙ Make a real impact – Help clients achieve homeownership and wealth-building goals.
➙ Career Growth – Develop hands-on experience in mortgage broking, compliance, and financial structuring.
➙ Supportive Team Culture – Be part of a collaborative and high-performing team.

Your Role & Responsibilities

Client Service & Data Management
- Act as the first point of contact for clients, managing enquiries via phone and email.
- Liaise with brokers, lenders, solicitors, and other key stakeholders.
- Maintain accurate client records, CRM databases, and documentation.

Loan Application & Processing
- Review client fact finds and collect necessary documentation.
- Conduct initial credit checks and assess financial details.
- Prepare lender comparisons and pricing requests.
- Submit and track loan applications to ensure a smooth settlement process.

Post-Settlement & Ongoing Support
- Manage post-settlement client care, including rate reviews and refinancing opportunities.
- Handle loan maintenance applications (discharges, security substitutions, product switches).
- Assist with compliance, process improvements, and referrer relationship management.

Who We’re Looking For

• Experience in mortgage broking or lending operations.
• Strong knowledge of financial products and lending processes.
• Excellent communication, organisation, and multitasking abilities.
• High attention to detail and ability to work efficiently in a fast-paced environment.
• Experience in compliance or commission tracking (Preferred)
• Knowledge of SMSF and trust-related loans. (Preferred)
• Relationship management experience with external stakeholders. (Preferred)
  

Ready to Take the Next Step?

If you're a detail-oriented and client-focused professional looking to advance your career in mortgage broking, we’d love to hear from you. Apply today!