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Mortgage Broking Assistant

Fuse Recruitment
Balwyn North, VIC
A$60,000-$70,000 p/a
Banking & Financial Services → Mortgages
Full-time
On-site

Posted 12 days ago


Our client is a respected and growing finance brokerage firm committed to delivering tailored financial solutions to clients across Australia. With a strong reputation for excellence in both residential and commercial lending, they are currently seeking an experienced Mortgage Broking Assistant to join their high-performing team.

This is an exciting opportunity for someone looking for someone looking to launch and grow their career in Mortgage Broking

About the Role

You will be responsible for managing the end-to-end loan process—from initial client contact through to loan approval. This role plays a critical part in supporting brokers, maintaining compliance, and ensuring a seamless client experience. You will also act as the face of company, greeting clients and answering any enquiries that come through.

Key Responsibilities

  • Collect and assess loan documentation from clients
  • Prepare residential and commercial loan recommendations for broker approval
  • Submit loan applications and follow up with lenders until unconditional approval
  • Maintain accurate client file notes and handovers to other internal teams
  • Liaise with external stakeholders including lenders, valuers, and accountants
  • Support brokers during client and lender meetings when required
  • Stay current with lender products, policy updates, and compliance changes
  • Provide support to the wider team as required
  • Assist across other operational roles during busy periods or staff leave

Skills and Requirements

The ideal candidate will be someone wanting to build a career in Mortgage Broking, who has a great attitude and passionate about providing high end support. You will ideally possess the following:

  • Previous lending/Mortgage Broking experienced is not essential, but highly advantageous
  • Strong financial analysis and report writing skills
  • Excellent attention to detail and time management skills
  • Strong customer service focus and professional phone manner
  • Ability to work both autonomously and collaboratively in a team environment
  • A problem-solver with initiative and a positive attitude

What’s on offer

  • Opportunity to learn from an experienced team in a company that offers career progression
  • Opportunity to work with a reputable and growing finance firm
  • Supportive and collaborative team culture
  • Ongoing training and career development opportunities
  • Friendly, social and welcoming team that treat their staff like family


Apply Now

If you think this could be the role for you then please apply now! Or, if you have any questions, please contact Selina from Fuse Recruitment on 0400 627 654

At Fuse, we specialise in recruitment for the wealth management and insurance industries and actively source for a broad range of established clients. If you are a mortgage broking, financial planning or insurance professional looking for your next opportunity, we'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500 if we find them a new role!

#ChooseFuse
#SCR-selina-moschoyiannis


About Fuse Recruitment

Brisbane, QLD, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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