Job Title: Mortgage Broker Support – Full-Time Role - Remote/Hybrid

We are looking for an experienced, dedicated, full-time professional to join our boutique, independent Mortgage Brokerage in South Melbourne. In this permanent position, you will work closely with a team of experienced mortgage brokers, with over 40 years of combined industry experience. This is an exciting opportunity to work in a supportive, dynamic environment where you will play a key role in providing top-notch customer service and ensuring seamless follow-up on client inquiries.

As a Mortgage Broker Support, you will assist in managing the loan application process, ensuring smooth communication between clients, lenders, and other key stakeholders. The role requires a sharp eye for detail, a proactive attitude, and polished communication skills. Strong time management and the ability to prioritise tasks effectively are essential to maintaining efficiency and meeting deadlines.

Primary Responsibilities:

Client Liaison: Communicate with clients, lenders, and other stakeholders to ensure a smooth, end-to-end process from the initial enquiry through to loan settlement. Provide clear updates and set realistic expectations for clients throughout the process.

Loan Application Management: Guide clients through the loan application process, from broker handover to loan approval and post-settlement. Ensure all necessary documentation is collected, processed, and submitted promptly.

Product Knowledge: Develop a strong understanding of lender policies and the mortgage products available. Offer relevant guidance to clients regarding product selection, ensuring they understand the terms and conditions.

Data Entry & CRM Management: Accurately enter client data into CRM systems and assist with the use of various software applications to support the brokers. Maintain organised and up-to-date client records.

Operational Support: Assist with a range of operational tasks such as discharges, pricing, policy updates, and servicing to ensure that processes run smoothly and client needs are addressed quickly.

What We’re Looking For:

Educational Background: A Bachelor’s degree in Finance, Business, Accounting, or a related field, and/or previous experience working within another mortgage brokerage.

Attention to Detail: Exceptional attention to detail is a must, as you’ll be responsible for ensuring all client documentation and data are processed accurately. You’ll need to spot discrepancies and ensure compliance with industry standards.

Organisational Skills: Strong organisational skills are essential as you’ll be managing multiple client applications and dealing with several stakeholders at once. You’ll need to thrive in a fast-paced environment and stay on top of all tasks.

Client-Focused: A client-first attitude with a positive, can-do approach and a keen interest in understanding the “why” behind daily operations in the broking industry. You’ll be committed to providing clear, reliable communication and ensuring an excellent client experience.

Communication Skills: Strong verbal and written communication skills, with the ability to set realistic client expectations and respond to inquiries in a professional and timely manner.

Data-Driven Mindset: The ability to accurately gather, process, and interpret client information. A strong eye for detail will ensure high-quality results and smooth operations.

Tech-Savvy: You’ll need to be comfortable with technology and able to quickly learn new software applications. Experience with AFG, Flex and ApplyOnline preferred but not required.

Team Player: Although this is an individual contributor role, you will work closely with the team of brokers. A collaborative attitude and willingness to help out where needed will be highly valued.

Flexible Working Arrangements: A blend of both in-office and remote work, offering flexibility to the right candidate based on their experience and performance. If you have industry specific experience relating to this role, we encourage you to apply regardless of location within Australia.

Why Join Us:

As part of a small, boutique firm, you’ll be joining a supportive team where your contributions will directly impact the business’s success. You’ll have the opportunity to learn from some of the best in the business and develop your career within the mortgage industry. We offer a friendly and professional environment where personal growth and teamwork are valued.

Commencement date: July 2025